
Associate, Tax
7 days ago
Primary Responsibilities:
➢ Organizes all tax information provided by Clients;
➢ Prepares the books of Management Company Clients using QuickBooks Online;
➢ Prepares supporting workpapers to reconcile book to tax differences and prepares other tax adjustments as needed;
➢ Prepares tax returns for partnerships, corporations and high net-worth individuals using CCH ProSystem fx tax software;
➢ Reviews his or her own work product against prior year returns and system generated diagnostics;
➢ Prepares tax projections for quarterly estimates and extensions using Bloomberg BNA Income Tax Planner;
➢ Prepares and files various, quarterly and annual, local tax filings through various taxing authority websites;
➢ Assists in the research of applicable laws to tax issues using online tax research databases;
➢ Works on other tax projects as determined by Tax Seniors, Managers, and Partners;
➢ Organizes his or her own work, sets priorities, and meets critical deadlines;
➢ Informs team of changes to work schedule and arranges for coverage on projects while he or she is away.
Requirements Job Specifications:
➢ Graduate of B.S in Accountancy course;
➢ Preferably a Certified Public Accountant;
➢ A team player; must be able to work individually and as part of a team;
➢ Has a good business understanding of financial concepts and tax procedures;
➢ Analytical and very detail-oriented;
➢ Flexibility to expand work hours as necessary and support business needs.
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