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Tax Consultant
3 months ago
Spring Mill Partners
is a rapidly growing boutique tax practice located in King of Prussia, PA. We specialize in serving high net worth individuals and our practice is designed around the unique needs of our client base, including compliance in trusts, estates, partnerships, and corporations as well financial planning services.
We are seeking an
experienced tax professional
to join our team.
RESPONSIBILITIES
Prepare complex individual, business and trust returns.
Review individual, business and trust tax returns prepared by less experience staff.
Review, research, and respond to tax notices by various taxing authorities.
Perform detailed analysis and research of issues when required.
Maintain lines of communication with staff and clients with the ability to anticipate and address client concerns.
Promote new ideas and business solutions that result in extended services to existing clients.
Mentor less experienced staff members.
Utilize industry specific software packages such as CCH Axcess Fx, Quick Books, RIA GoFileRoom, CCH and RIA Tax Research Software and BNA Income tax planner.
At least three to five years of tax compliance or consulting
Enrolled agent or demonstrated progress towars obtaining the EA designation
Ability to organize and prioritize work, handling several projects at once
Strong communication skills both verbal and written
Ability to establish relationships with co workers, clients and other professionals.
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