Working with high networth families, closely held businesses, estates, trusts and private foundations
Developing strong working relationships with clients built on understanding their needs and challenges
Completing tax planning and research
Preparing federal and state & local tax returns
Developing a general understating of reporting requirements of different entity structures and the compliance process
Increasing involvement in developing cutting edge tax ideas that could significantly lessen clients overall effective tax rates
Leveraging tax knowledge and understanding of the tax preparation process to bring work to completion for review
Demonstrating awareness of differing levels of assurance as it relates to tax positions taken through writing memoranda and other written documentation on complex tax issues for business and private tax clients
Staying current on tax legislation relevant to Private Client Service clients
Basic Qualifications:
Enrolled in an undergraduate program at an accredited university
Considering or are pursuing a CPA designation
Ability to work effectively independently and within a team
Excellent written and verbal communications skills
Excellent client relations and interpersonal skills
Strong organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks
Experience working with Caseware, TaxPrep considered an asset
A positive attitude and desire to excel and grow professionally