Essential Functions:

• Apply technical tax knowledge of corporate, partnership, high net worth individual, fiduciary, and tax-exempt entity tax returns.
• Prepare and review tax returns.
• Conduct tax research.
• Participate in the tax planning and consultation process for clients.
• Assist Managers with client communications.
• Meeting with prospective clients and assisting with preparation of proposals.
• Serve clients specific needs and identify value-added solutions for clients.
• Assist Managers in identifying and researching various client issues.
• Mentor Staff Accountants and Interns.
• Participate in professional development activities, including training sessions and networking events.
• Knowledge and interpretation of various types of trust documents and wills, business operating agreements and other related documents.

Qualifications:

• Bachelor's degree required; Master’s degree in Accounting related field a plus.
• CPA certification is required.
• 2-4 years of public accounting experience.
• Excellent interpersonal, analytical, research, and project management skills.
• Ability to effectively communicate and develop strong relationships with clients, business partners, and co-workers.
• Proficient in MS Office Suite. Proficiency in Thompson Reuters, or an equivalent tax software, required.