Our client, a prestigious wealth management company in Philadelphia, PA is seeking a Tax Associate to join their team. The position is primarily responsible for tax preparation and compliance. They will also work with the rest of the tax department to provide the highest level of customer service to their clients. The position Tax Associate reports directly to the Tax Manager.
Tax Preparation – The Tax Associate is expected to do the following:
Tax Research and Correspondence – The Tax Associate is responsible for receipt of all incoming tax notices and tracking the progress of each notice. The Tax Associate is also expected to gather documentation for correspondence as needed.
Internal Communication/Reporting – The Tax Associate is accountable for the upwards communication to the Tax Manager and Tax
Director for seasonal progress reporting (i.e. tax admin process work steps, return prep/completion, K-1 tracking, etc.).
Tax Planning – Assist the consultants and work to streamline/manager the processes for tax planning as described below:
Client Service – Working closely with consultants, planners, and financial support staff to provide direct support to clients in the following areas: