The ideal candidate will be someone who can play well on a team, has good communication skills, is technically proficient in US individual and corporate taxes, and hungry to learn and grow in a fast-paced environment.
The role will begin in a tax-focused capacity, supporting tax planning and tax return
For tax planning, the candidate will be expected to update client tax plans (BNA Income Tax Planner) based on updated paystubs, investment statements, or other schedules and
Would be responsible for preparing an accurate estimate of a client’s current or future income and tax liabilities using the tools we provide.
Need to support with the execution of tax planning strategies or recommendations, including, but not limited to:
Reporting on estimated tax payments
Ensuring tax documents and notes are saved
Correspondence with clients including deliverables or requests for data
For tax preparation, the candidate will be expected to participate in our team’s annual tax return preparation process, specifically preparing and reviewing of tax returns. Preference given to candidates who have experience using SurePrep or other OCR Tax Document softwares.