Assisting (other) R&D project managers with the delivery of engagements as needed, including research and writing with regard to technical issues. Providing R&D quality assurance, engagement reviewer and exam support.
Demonstrated experience identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
In this role, the Senior Associate will be responsible for providing tax compliance and advisory services to partnerships, corporations, and S-corporations for a variety of clients from Fortune 100 to emerging businesses.
In this role, the selected candidate will assist with developing, recommending, and implementing efficient and effective methods to maximize client benefits; conduct detailed reviews on all returns and appropriate review notes for preparers.
The individual in this position will be responsible for preparing fiduciary Tax Returns for Trusts and Estates where Fiduciary Trust acts as Trustee and Executor as well as where Fiduciary acts as paid preparer for agency accounts.
This position will provide a tax staff or senior from public accounting the opportunity to move away from public accounting into private industry with a top tier organization. Excellent potential for advancement within the firm.
Senior Tax Associate will be responsible for handling tax compliance, planning and administration; estate, gift and charitable planning; and, accounting services for the firm's High Net Worth clientele.