Tax Associate (High-net-worth)
Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. The tax associate will work as part of a team to provide specialized tax solutions and assist with the preparation of tax compliance engagements for high-net-worth clients.
Responsibilities
- Participate in the preparation of individual tax returns for high-net-worth clientele and utilize feedback to ensure accuracy and efficiency
- Prepare income tax projections and estimate calculations for clients
- Conduct research, analysis, development and summarization of financial information
- Analyze accounting records, financial statements or other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards
- Maintain and organize client files in accordance with firm standards
- Develop effective working relationships with clients and firm associates
- Engages in professional communication with clients under supervision of Managers and Seniors
- Communicate with the IRS and other state authorities in a professional manner when applicable
- Supports Interns in professional development
- Maintain open communication with management regarding the progress of completion on projects
- Use critical thinking to investigate client financials and fix any discrepancies
- Participate actively in training and developmental opportunities
Skills
- Bachelor's in accounting; Master's preferred (150 hour requirement threshold should be satisfied or a specific plan in place)
- One busy season of tax experience, preferably with exposure to high-net-worth individual returns
- Actively studying and preparing for the CPA certification if not already obtained
- Strong commitment to professional and client service excellence
- Proven time management, organizational and prioritization skills
Company Overview
Company H1B Sponsorship