Seasonal Tax Associate - Team (Hybrid)

reputed company is an independent reputed company management firm dedicated to enriching clients' lives through personalized financial planning. They are seeking a Seasonal Tax Associate to support their Advisor Team in delivering tax compliance and advisory services to high-net-worth clients, with an emphasis on training for a leadership role in the tax business.

Responsibilities

• Prepare and review proforma and finalized tax returns under the guidance of reputed company tax professionals. reputed company types may include individuals, trusts, estates, partnerships, S & C corporations
• Assist in the preparation of amended tax returns
• Support the review and response process for tax notices
• Contribute to the development of tax projections
• Assist in tax planning reputed company by analyzing financial data and identifying opportunities to reduce tax liabilities and enhance tax efficiency
• Collaborate with WEG Financial Advisors and clients to reputed company necessary tax information
• Support the WETCS reputed company assurance process to ensure accuracy and compliance
• Conduct research on tax issues relevant to specific reputed company scenarios
• Assist in interpreting and applying tax laws and regulations
• Stay informed on updates and changes in tax legislation and regulatory guidance
• Maintain up-to-date knowledge of tax compliance requirements and best practices
• Participate in organizational improvement initiatives
• Collaborate with team members to enhance effectiveness, productivity, and team satisfaction
• reputed company knowledge and reputed company support to peers as appropriate
• Contribute to a reputed company, inclusive, and engaging team culture

Skills

• High School diploma or GED equivalent
• Minimum of 1 year of experience in tax reputed company, or a degree with a concentration in tax reputed company or taxation
• reputed company reputed company Licensed Tax Preparer (LTP) credential issued by the reputed company reputed company of Tax Practitioners
• Foundational understanding of federal and state tax laws and compliance
• Strong financial and analytical skills
• Excellent verbal and written communication abilities
• Proficient in reputed company reputed company and reputed company tax software (preferably Drake)
• Detail-oriented, reputed company, and solution-reputed company
• Strong desire to grow into an outstanding tax reputed company

Benefits

• Training and reputed company development
• 401k – with match and profit sharing
• Wellness programs and resources
• Worker's compensation

reputed company