Senior Tax Associate
3 weeks ago
We are seeking a highly skilled Tax Associate to join our team at Curi RMB Capital LLC. As a Tax Associate, you will be responsible for providing tax compliance and advisory services to clients, managing workflow, and preparing and reviewing tax engagements.
Key Responsibilities:
- Provide tax compliance and advisory services to clients relating to individual, gift, trust, partnership, and corporate taxation.
- Manage workflow of tax services offering in conjunction with Tax Director.
- Prepare and review the work of other tax staff on large and complex tax engagements including calculations of estimated tax payments and tax extensions.
- Keep firm partners and client management teams informed on progress of various engagements as well as important issues discovered that need resolution.
- Research tax issues and findings that may impact clients' federal, state, and local tax compliance and planning.
- Be liaison between Curi RMB Capital and third-party outsourced providers.
- Participate in client proposal opportunities and new business opportunities when required.
Requirements:
- Two or more years of relevant tax experience working in a CPA firm or financial services firm.
- Undergraduate degree in accounting or business.
- CPA or MST preferred.
- Strong computer skills including proficiency with Microsoft Office Suite.
- Strong knowledge of Lacerte Tax (or similar preparation software).
- Committed to professional and client service excellence.
- Superior verbal and written communication skills.
- Strong time management and organizational skills.
- Detail and deadline oriented.
- Committed to company values.
- Self-starter with an aptitude for problem solving and decision making.
- Analytical thinker.
- Team Player.
- Flexible; ability to work remotely and in the office.
Perks:
- Competitive salaries and profit sharing plans.
- Comprehensive wellness program.
- Hybrid work model with a home office stipend.
- Appreciation and recognition programs.
- Volunteer days off.
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