Senior Tax Associate

3 weeks ago


Newport Beach, California, United States COPE Staffing Full time
Tax Senior Associate

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 Compliance

Key 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.
Tax Planning/Consulting

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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