The Tax Associate will be responsible for providing expert tax advice and guidance to clients, conducting tax planning sessions, and ensuring compliance with relevant tax laws and regulations.
Primary Duties:
- Provide expert tax advice and guidance to clients on a wide range of tax-related matters, including income tax, estate tax, gift tax, and other tax planning strategies.
- Conduct comprehensive tax reviews and assessments for clients to identify opportunities for tax optimization and risk mitigation.
- Develop and implement tax planning strategies to minimize tax liabilities and maximize tax benefits for clients.
- Prepare and review complex tax returns for individuals, businesses, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
- Stay abreast of changes in tax laws and regulations, and communicate updates and implications to clients and internal stakeholders.
- Serve as a trusted advisor to clients, building and maintaining strong relationships based on integrity, professionalism, and trust.
- Collaborate with other members of the tax advisory team to share knowledge, best practices, and insights to enhance client outcomes.
- Assist with tax-related projects and initiatives, providing expertise and support as needed to achieve organizational goals and objectives.
Requirements:
- Bachelor's degree in accounting, finance, or a related field. Preference for CPA ready candidates.
- Minimum of 5 years of experience in tax advisory, tax planning, or tax preparation roles.
- Strong understanding of federal, state, and local tax laws and regulations.
Key Benefits
- Generous continuing education support
- 100% company paid employee only premiums for Health, Dental & Vision Coverage
- 4% Company 401k match, 100% vested
At Modern Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds, experiences, and identities to apply.