What are the responsibilities and job description for the Tax Senior Associate - Private Client Services position at EHTC?
Description
About EHTC
Our Core Values - teamwork, going above and beyond, having a passion for living, and a willingness to grow - reflect our everyday actions, including how we manage our work, relationships, and ourselves.
EHTC is a knowledgeable and dedicated, full-service CPA firm in West Michigan focused on helping clients to achieve their full potential through comprehensive accounting, tax, and business advisory services. Our team members exceed in the areas of tax, accounting, business litigation, valuation, accounting services, technology solutions, personal planning, and management advisory services. We serve the needs of individuals and closely held businesses in the West Michigan area that share our core values, who are trustworthy, entrepreneurial, collaborative, and aspire a long-term advisory relationship.
With everything EHTC does, we strive to maintain a healthy balance of hard work and fun, while helping clients and team members reach their full potential.
Job Overview
As a Tax Senior Associate with a focus on Private Client Services, you would be applying your education and foundational experience to support the client service team for our high-net-worth clients and closely held businesses while building the additional skills and industry knowledge needed to move your career to the next level.
Essential Duties and Responsibilities
- Gather information and work within tax software to prepare returns for high-net-worth clients and closely held businesses, including individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns
- Review Associate and Intern level to work to ensure compliance with professional standards
- Mentor and train Associate and Intern level staff
- Maintain personal networks, and participate in civic, charitable, and professional organizations
Qualifications
Education/Licensing
- Bachelor’s Degree in Accounting, or other relevant field, from an accredited university required
- Active pursuit of CPA certification required
- Master’s Degree in Tax or Accounting preferred
Experience, Knowledge, Skills and Abilities
- 3 years of public accounting experience in a tax environment, with a concentrated focus on planning and high-net-worth family experience including individual, partnership, s-corporation, estates, trusts, and private foundation/tax consulting clients
- Ability to prepare basic tax returns
- Ability to effectively train new Associates and Interns
- Strong attention to detail, analytical skills and ability to think critically
- Ability to multi-task, manage deadlines and effectively delegate work when appropriate
- Strong verbal and written communication skills
- Client service mentality
- Teamwork oriented with a willingness to grow, a passion for living, and desire to go above and beyond
Software
- Microsoft Office Suite experience
- Knowledge of accounting and tax software is required, UltraTax and GoFileRoom software preferred
