Senior Tax Associate

3 weeks ago


Milwaukee, Wisconsin, United States Curi RMB Capital LLC Full time
About the Role

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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