Tax Associate: IRS Notices, Returns & QuickBooks Pro

Modern Wealth Management; New York (NY); Presencial; USD 50 000 - 70 000; Tempo integral

Resumo da oferta

Modern Wealth Management is seeking a Tax Associate to support various tax-related activities, including tax preparation and IRS inquiries. The ideal candidate will have a relevant Bachelor's degree and 1-3 years of tax preparation experience. Strong communication skills and detail orientation are crucial. Responsibilities include maintaining client relations and providing QuickBooks support. Join a diverse and inclusive work environment in New York, NY.

Qualificações

• 1–3 years of tax preparation experience.
• Strong knowledge of federal, state, and local tax regulations.
• Detail-oriented with the ability to manage multiple priorities.

Responsabilidades

• Perform tax preparation tasks, including gathering client information, preparing tax returns, and ensuring compliance.
• Draft and submit responses to IRS notices.
• Provide QuickBooks support and guidance to clients.

Conhecimentos

Attention to detail

Organizational skills

Client relationship skills

Formação académica

Bachelor’s degree in Accounting, Finance, or a related field

Ferramentas

QuickBooks

Descrição da oferta de emprego

Modern Wealth Management is seeking a Tax Associate to support various tax-related activities, including tax preparation and IRS inquiries. The ideal candidate will have a relevant Bachelor's degree and 1-3 years of tax preparation experience. Strong communication skills and detail orientation are crucial. Responsibilities include maintaining client relations and providing QuickBooks support. Join a diverse and inclusive work environment in New York, NY.