Responsibilities
- Prepare and strategize tax matters for affluent individuals and their affiliated entities.
- Conduct initial reviews of individual and fiduciary tax returns.
- Maintain adherence to federal and state tax filing regulations for client accounts.
- Support business leadership with tax planning insights, research, and updates on evolving tax policies.
- Help Tax Managers in training both permanent and temporary tax preparation staff.
- Contribute to client outreach by sharing timely tax updates via newsletters, social platforms, or other channels.
Benefits
- Base salary forms only part of the overall employee compensation structure.
- Additional incentives may include an annual cash bonus and a full suite of benefits.
Compensation
Base salary plus potential annual cash bonus and benefits