Job Description: Tax Associate
Responsibilities:
Advise and assist clients with compliance with tax rules and regulations under the supervision of a Tax Professional.
Essential Duties:
Prepare client tax returns
Prepare tax plans for clients and support other advisors in their tax planning activities
Alert Advisors to changes and opportunities
Assist tax professional with special tax projects
Respond to IRS Notices, DOR electronic notices, and amend returns.
Essential Skills and Abilities:
Experience in tax preparation and planning with desire to learn and become a tax professional
Attention to detail to minimize errors and oversights
Excellent skills in data organization and return package preparation
Key Personality Traits:
Strong work ethic with high motivation
Commitment to high ethical standards
Key Performance Metrics:
Tax activities revenue
Number of clients served
Timely delivery of deliverables and happy clients
Education and Certification:
Bachelor’s degree
Professional tax designation such as CPA, EA, or CFP earned, in process or willing to earn.
Work Environment:
Supportive team office environment, fast paced at times.
This is a full-time career path position with competitive salary and benefits.
The Financial Advisors, LLC
We are an SEC registered, independent firm specializing in comprehensive, fee-based financial planning and investment management solutions for our clients. Our customized programs are designed to grow and conserve your wealth by delivering an excellent level of personalized service. Our advisors don’t sell products, plans in a binder, or single services. We provide a comprehensive planning service that helps integrate your financial life while providing the appropriate advice and guidance. Our clients include individuals, families, charitable organizations and small businesses. Equal Opportunity Employer.
Please send resumes to Richard Sumberg: dicks@the-financial-advisors.