Our Tax Services team is primarily responsible for providing tax advice, tax planning, and tax return preparation to our incredible clients. This service is a core component of our Personal Office approach and experience.

Essential Functions

• Income tax return preparation, reviews and filings
• Demonstrate a comprehensive understanding to a client’s situation and have a wholistic understanding of a clients financial situation
• Manage clients relationships
• Handles federal, state and local tax audits
• Prepares research memoranda, written correspondence/guidance, and other documents for submission to the IRS or other taxing authorities
• Income tax strategy, research and analytics
• Build and maintain income tax planning models
• Facilitate special projects, as assigned by department President
• Continuously improve client service and tax team standards
• Work closely with other Associates to design and implement improved processes and operational policies
• Collect data and documents for assigned clients
• Interpret client documents to answer client questions
• Participate in client calls and meetings
• Keep all aspects of CRM (Salesforce) up-to-date
• Create and maintain paper and online files for clients
• Coordinate special requests and client projects
• Work directly with client’s other preferred professionals to inquire about, resolve, or facilitate client requests
• Ensure Service standards are being exceeded at all times when answering and responding to in-bound client requests
• Learn and adapt to new software and technology, as rolled out by our innovation team
• Expand professional development by pursuing CPA® certification shortly after start date, if not designated at time of hire
• Actively engage in available training and education programs

Required Education & Experience

• A bachelor’s degree from an accredited college or university
• Successful candidates will combine rigorous service acumen across many of the following areas, along with impressive depth in one or two: tax law, tax return preparation, tax filing, tax review, tax preparation, accounting, or bookkeeping
• Minimum of 3-5 years related experience being a high-achiever with a reputation for being a rockstar that gets things done
• Record of success in improving processes
• Excellent project management skills
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage lateral and upwards
• Experience with an automated tax-processing systems (e.g., Prosystems)
• Experience with a CRM database is appreciated (e.g., Salesforce)
• Emotional maturity, professional mindset, and the utmost discretion
• Strong communication skills, both written and verbal
• Proficiency in all areas of Microsoft Office and Apple iOS mobile; must be very tech savvy