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Associates work primarily with individuals and trusts as well as large and small companies in various industries. They develop strong working relationships with clients built on understanding their tax situations and challenges.
Job Responsibility:
Work with individuals, closely held businesses, estates, trusts and private foundations
Develop strong working relationships with clients built on understanding their needs and challenges
Complete tax planning and research
Prepare federal and state & local tax returns
Develop a general understanding of reporting requirements of different entity structures and the compliance process
Utilize tax knowledge and understanding of the tax preparation process to bring work to completion for review
Stay current on tax legislation
Requirements:
B.A. / B.S. degree or equivalent from an accredited university