Contributing to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients.
Preparing and self-reviewing work products for completeness and accuracy, and preparing them for client delivery. Work product focus will include a concentration on high net worth individuals and fiduciary tax.
Preparing work papers based on professional standards. Processing data and converting it to a reviewable product.
Assisting in the research of complex tax issues and in the development of quality, practical income tax planning services. Working within a small team environment to deliver integrated family office services to clients.
Aiding in the preparation of various time-sensitive client requests and planning opportunities.
Facilitating communications and providing ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commitment to continuing education.
Contributing to a flexible, stable, and team-oriented working culture that fosters professional development.
What You’ll offer:
Bachelor’s degree in Accounting
2-3 years of related work experience in a tax or family office practice; an emphasis on individual and fiduciary experience is critical
A commitment to learning and developing in an exacting tax environment within a growth business
Excellent interpersonal, analytical, and problem-solving abilities.
Strong written and verbal communication skills.
Proficiency in compliance technology applications including Pro Systems, BNA Income Tax planner and Microsoft products.
We’d love to see:
MBA or MS in Taxation
CPA or CPA exam parts passed
Other competencies including pass through, gift tax or not for profit
Knowledge of Prosystems Engagement tool
Benefits:
100% funded health, vision, and dental insurance
401K plan with company match
Generous PTO and paid holidays
Philanthropic opportunities
A wide variety of free and healthy snacks available all day in our café
Discounted health club reimbursement
Work from home:
Company policy is 2 days/week in-office
Fully remote August
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