Tax Preparer

Anew Recruiting; United States; On-site; USD 60,000 - 100,000; Full time

Job summary

Join a dynamic team as a Tax Associate, where you will leverage your EA designation and expertise in high-net-worth tax planning. This role offers a unique opportunity to contribute to a fast-growing firm that prioritizes personal and professional growth. You'll prepare and review tax returns, assist with tax calculations, and engage in strategic client meetings. The company fosters a supportive culture focused on teamwork and community engagement, providing a flexible work environment that encourages innovation and efficiency in tax advisory services. If you're ready to make a significant impact, this is the perfect opportunity for you.

Qualifications

• 5+ years of relevant experience in tax preparation and advisory.
• Enrolled Agent (EA) certification required.

Responsibilities

• Prepare and review personal federal and state tax returns.
• Assist with quarterly tax calculations and research tax notices.
• Participate in client meetings and tax planning sessions.

Skills

Analytical Skills

Problem-Solving Skills

Communication Skills

Organizational Skills

Strategic Thinking

Education

Bachelor’s Degree

Tools

CCH Axcess Tax

CCH Axcess Workflow

TaxCaddy

SurePrep

Excel

Salesforce

Word

Outlook

PowerPoint

Job description

Tax Associate/Preparer

REQUIRED:

• CCH and SurePrep Experience
• Experience with HNW clients

Description

Our client is seeking a Tax Associate with their EA designation to join a fast-growing team of tax professionals with an excellent opportunity to learn and add significant value. They offer a unique offering with in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. With a flexible work environment, support personal and professional growth, they embrace a culture of supporting each other, their communities, and their clients.

Duties and Responsibilities

• Prepare and review personal federal and state tax returns.
• Assist with the preparation of quarterly/periodic estimated tax calculations.
• Research tax notices from federal/state agencies and prepare written correspondence as needed.
• Participate actively in client meetings and tax planning sessions.
• Use a broad range of tax tools and techniques to ensure efficiency and accuracy.
• Stay current on regulatory changes related to tax code.
• Support corporate culture from a learning and team-building perspective.

Requirements

• Bachelor’s degree and a minimum of 5 years of relevant experience.
• Enrolled Agent (EA) certification.
• Experience with some or all of the following: CCH Axcess Tax, CCH Axcess Workflow, TaxCaddy, SurePrep.
• Experience with HNW (high-net-worth) tax and planning.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Must be highly organized, technically strong, and an enthusiastic, effective team player.
• Ability to think strategically and creatively in a fast-paced environment.
• Proven ability to self-start, take initiative, work collaboratively, and drive results.
• Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.

Seniority level: Associate

Employment type: Full-time

Job function: Accounting/Auditing, Finance, and Consulting

Industries: Accounting and Investment Management