Senior Tax Associate
3 weeks ago
We are seeking a highly skilled Tax Senior Associate to join our Tax team at Geometric. As a Tax Senior Associate, you will work closely with our Tax team and Wealth Advisors to provide comprehensive tax services to our clients.
Tax ComplianceKey responsibilities include:
- Preparing and reviewing federal and state returns, as well as any associated gift tax returns.
- Periodically assessing the need for quarterly estimated tax payments and ensuring all necessary payments are made.
- Assisting clients with tax letters, notices, and audits, including drafting responses to tax authorities.
- Assessing implications of US international tax reporting for our foreign clients living in the US who have foreign bank accounts, assets, and income.
Key responsibilities include:
- Collaborating with Tax Advisors to produce and review tax projections and tax planning for a subset of our clients.
- Performing and reviewing wage and withholding analyses to help clients achieve their preferred level of tax withholding.
- Providing year-round assistance in consulting on tax matters/questions that come up.
We are looking for a Tax Senior Associate who is a self-starter, has excellent communication skills, and is able to work effectively in a team environment. If you are a motivated and detail-oriented individual with a passion for tax planning and compliance, we encourage you to apply for this exciting opportunity.
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Geometric Wealth Advisors Tax Senior Associate
4 weeks ago
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Geometric Wealth Advisors Tax Professional
4 weeks ago
Newport Beach, California, United States COPE Staffing Full timeJob Description:We are seeking a highly skilled Tax Senior Associate to join our team at Geometric. As a Tax Senior Associate, you will work closely with our Tax team and Wealth Advisors to provide comprehensive tax services to our clients. Your primary responsibilities will include preparing and reviewing federal and state tax returns, assessing the need...
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Geometric Wealth Advisors Tax Professional
4 weeks ago
Newport Beach, California, United States COPE Staffing Full timeJob Description:We are seeking a highly skilled Tax Senior Associate to join our Tax team at Geometric. As a Tax Senior Associate, you will work closely with our Tax team and Wealth Advisors to provide comprehensive tax services to our clients. Your primary responsibilities will include preparing and reviewing federal and state tax returns, assessing the...
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Tax Manager
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Senior Tax Manager
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Senior Tax Manager
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Virtual Business Tax Associate
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Tax Professional
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