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.
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.
This candidate is responsible for the tax preparation for fiduciary tax, including estates and trusts, as well as exposure to High Net Worth tax, family partnerships and corporations, gift taxes and other tax planning vehicles.
In this role the ideal candidate will be assisting with Planning and Performing Audit services as well and Accounting & General Ledger Writeup services for clients and assisting with Tax Services for Corporations and individuals in the Commercial and Non Profit Sectors.
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.
In this role, the selected candidate will maintain compliance and research issues involved in federal, state and local tax planning projects; review tax information supplied by client and maintains relationship with client base.