Responsibilities:

• Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
• Review gift tax returns
• Review quarterly and year-end tax projections
• Review tax workpapers
• Deliver clear requests for information via phone or email directly to clients
• Research Federal, state, and cross-border tax issues
• Strategize with partners and the client engagement teams on tax planning
• Work closely with the management team to mentor, train, and supervise staff

Basic qualifications:

Minimum degree required: Bachelor’s degree

• CPA
• Required field of study: Accounting, Finance and/or Taxation
• Minimum years of experience: 7+
• Strong working knowledge of Microsoft Office Suite
• Strong verbal and written communication skills
• Client Management Skills:
• Manage deadlines and client work
• Bill clients accordingly

EOE