Senior Tax Associate
4 weeks ago
Curi RMB Capital LLC is a rapidly growing investment advisory firm with a strong presence in the financial services industry. We are seeking a highly skilled Tax Professional to join our team in Milwaukee, WI.
As a Tax Professional, you will be responsible for providing tax compliance and advisory services to clients, including individual, gift, trust, partnership, and corporate taxation. You will work closely with our Tax Director to manage workflow and ensure timely completion of tax services.
Key Responsibilities:
- Provide tax compliance and advisory services to clients
- Manage workflow of tax services
- Prepare and review tax returns and other tax-related documents
- Research tax issues and findings that may impact clients' federal, state, and local tax compliance and planning
- Collaborate with cross-functional teams to deliver high-quality services to clients
Requirements:
- 2+ years of relevant tax experience
- CPA or MST preferred
- Strong computer skills, including proficiency with Microsoft Office Suite
- Strong knowledge of tax preparation software, such as Lacerte Tax
- Excellent communication and analytical skills
We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for tax and financial services, we encourage you to apply for this exciting opportunity.
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