Brokerage Tax Analyst supporting retirement tax reporting and compliance while collaborating across teams to ensure accurate tax reporting. Analyzing transactions and preparing IRS forms for retirement accounts.
About the role
- Tax Senior Associate preparing and reviewing tax returns for individuals and corporations. Collaborating with team members and mentoring interns in a client-focused environment.
Responsibilities
- Prepare and review individual, corporate, partnership, and trust tax returns
- Review returns prepared by interns and provide constructive feedback
- Communicate directly with clients to gather necessary tax information and resolve questions
- Research non-complex tax issues and assist in tax planning strategies
- Apply foundational tax knowledge to identify potential tax implications
- Stay current on changes in tax laws and regulations
- Support the development and training of Tax Associates and Interns
- Collaborate with team members to ensure efficient workflow and exceptional client service
Requirements
- Bachelor’s degree in Accounting
- CPA license preferred, or actively pursuing (at least two parts of the CPA exam passed)
- Two years of public accounting experience with a focus on tax
- Strong technical knowledge of tax regulations and compliance
- Excellent communication and interpersonal skills
- Ability to manage multiple priorities and meet deadlines
- Commitment to continuous learning and professional development
Benefits
- ongoing training and development opportunities
- volunteer opportunities and civic engagement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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