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Tax Associate

2 months ago

Stamford, United States MaestroFS Full time
Job DescriptionJob Description

Company Overview: Maestro Financial Solutions has rebranded as Trove. Check out trove.net for more information.

Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America At Trove we are dedicated to building centers of excellence with a trusted, innovative, and expert team to support our families and engagements. We look for talented people who are motivated, curious, collaborative, and have a passion for delivering the highest quality services with a culture of teamwork. Interested? Read more about the day-to-day responsibilities of our Senior Tax Manager-Corporate opportunity below

Job Description

We are seeking an exceptional individual to serve as a Tax Associate within Trove's Family Tax Division. The Tax Associate is a key member of each of our client teams. The role requires solid bookkeeping/accounting skills along with strong communication skills needed to interact directly with clients and their other advisors. A successful candidate will have the opportunity to grow into multiple roles within the firm.

Responsibilities:

The Tax Associate will work with the other members of the client teams to ensure the following tasks are completed:

  • Preparation of tax returns for individuals and companies
  • Support on clients’ future tax planning
  • Review of financial statements for accuracy and legal compliance
  • Inspect account books for efficiency and accuracy

Skills and Experience for Success:

  • Critical and strategic thinker who thrives in a quick pace, ever changing, complex environment
  • Experience with various tax software
  • Exceptional communication, writing, and listening skills
  • Team player with a high EQ willing to “roll up their sleeves to do what it takes”

Qualifications:

  • The ideal candidate for the position must be willing to learn new concepts and ideas. They must be a hard worker and be comfortable sharing unique ideas and concepts.
  • The ideal experience will include:
    • 1+ years of accounting experience in an accounting firm or similar background
    • A bachelor’s degree in accounting or similar field
    • CPA or CPA Candidate

Position Reports to:

Managing Partner of Trove's Tax and Advisory division

Location

This position is located in our Stamford, CT office, with the ability to work remotely up to 2 days per week after a 120-day training and onboarding period.

Compensation & Benefits

Trove offers an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more We offer specialized educational courses and seminars, company events, and community service events.

Equal Opportunity Employer

Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.