Tax Associate: Wealth & High‑Net‑Worth Clients

Focus Partners Wealth; United States; Presencial; USD 55 000 - 60 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Comprehensive benefits package

Annual bonus

Resumo da oferta

A wealth management firm in the United States is seeking a motivated Tax Associate to join its team. The ideal candidate will analyze tax returns, prepare state and federal taxes, and work with high-net-worth clients. With a Bachelor's degree in Finance or Accounting and at least 1 year of experience, strong communication and analytical skills are essential. This role offers a base salary of $55,000 - $60,000 annually and opportunities for bonuses and benefits.

Qualificações

• Minimum of 1+ years’ relevant experience in tax preparation.
• Demonstrated focus on individual and corporate tax returns.
• Self-initiated follow-through and ability to work in a team.

Responsabilidades

• Analyze and compile tax return data for clients.
• Prepare federal, state, and local income tax returns.
• Communicate effectively with tax managers and clients.

Conhecimentos

Attention to detail

Communication skills

Problem-solving

Time management

Formação académica

Bachelor’s degree in Finance or Accounting

Ferramentas

Microsoft Excel

ProSystem fx Tax

CCH Axcess

BNA Income Tax Planner

Descrição da oferta de emprego

A wealth management firm in the United States is seeking a motivated Tax Associate to join its team. The ideal candidate will analyze tax returns, prepare state and federal taxes, and work with high-net-worth clients. With a Bachelor's degree in Finance or Accounting and at least 1 year of experience, strong communication and analytical skills are essential. This role offers a base salary of $55,000 - $60,000 annually and opportunities for bonuses and benefits.