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Tax Associate

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About The Opportunity

A financial planning company on Long Island is actively seeking a new Tax Associate for a promising position at their Nassau County-based office. In this role, the Tax Associate will be responsible for working with ultra High Net Worth individuals and families and all the related planning, projects and compliance requirements that may arise. Apply today!


Financial Planning Company


The Tax Associate will:

Work on moderate to complex personal, S-Corporation, partnership and gift tax returns and issues
Prepare and sometimes review individual tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers
Oversee the filing of all tax forms and related disbursements with tax authorities
Track the status of assignments and assist in research of pertinent tax issues
Present the Senior Team Members with a complete, timely and accurate client deliverable in an efficient manner.
Handle other duties, as needed


6+ years of Tax experience
Bachelor's Degree in a related field
Familiarity with Tax software programs and BNA Tax Planner
Microsoft Office/Suite proficient (Excel, Outlook, Word, etc.)
Solid analytical, mathematical, and research skills
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized

Desired Skills

Previous experience working within a Public Accounting firm

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