Tax Associate

Join a dynamic team preparing individual, trust, estate, gift, and business tax returns. You will conduct tax research, support tax planning, and ensure compliance for high-net-worth clients. This role offers growth opportunities within a leading wealth management firm.

• Prepare and review individual, trust, estate, gift, and business tax returns
• Conduct tax research and support tax planning initiatives
• Analyze client financial data to optimize tax outcomes
• Stay current on tax legislation and handle tax notices
• Proficiency in tax software and MS Office Suite
• Bachelor's degree in Accounting required; Master's preferred

• Must be a U.S. citizen or permanent resident.