What are the responsibilities and job description for the Tax Associate and Tax Intern position at Echelon Advisors?
Job Description
Hybrid remote and in-office
We are seeking full-time and part-time entry level Tax Associates and Interns to join our team starting in February 2025.
The essential duties and responsibilities of these roles are:
Boutique tax and financial planning firm founded by former big four professionals specializing in High-Net-Worth individuals.
Boutique tax and financial planning firm founded by former big four professionals specializing in High-Net-Worth individuals.
Hybrid remote and in-office
We are seeking full-time and part-time entry level Tax Associates and Interns to join our team starting in February 2025.
The essential duties and responsibilities of these roles are:
- Prepare tax returns, organize work papers, maintain open item list and conduct self-review of work before submission to reviewers
- Identify and develop alternatives for issues and consult with in-charge and/or partner
- Master firm’s tax software, technology tools and related products to accomplish work efficiently
- Proactively manage assignments, clients and workload.
- Bachelor's degree in accounting or on track to earn bachelor's degree in accounting.
- Ability to meet deadlines and budgets.
- Knowledge of Microsoft Office
- Desire to supply superior client service.
- Willingness to learn and grow.
Boutique tax and financial planning firm founded by former big four professionals specializing in High-Net-Worth individuals.
Boutique tax and financial planning firm founded by former big four professionals specializing in High-Net-Worth individuals.