What are the responsibilities and job description for the Tax Preparer - Wealth Management position at Trandon Associates, Inc?
Job Description
Job Description
Wealth management firm is seeking an Tax preparer to join their team.
Qualifications
- Minimum requirements : Bachelors degree in Accounting and CPA or Enrolled Agent
- 3 years of income tax preparation and review experience for high-net-worth individuals
- Proficient with Proseries, BNA Income Tax Planner, QuickBooks, online tax research software and Microsoft Office
- Advanced analytical and tax technical skills
- Must be extremely organized and detail oriented with the ability to manage workflow, multiple priorities and meet deadlines
- Must be able to work weekends during busy season
- Strong verbal and written communication skills you must clearly communicate with the internal team at all levels and with clients
- Be a strong team player, providing superior service for all that we do, taking complete ownership of even the smallest task
- Must accept and thrive in a fast-paced, challenging environment
- You understand the need to provide a world-class client experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
Responsibilities
