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Tax Professional

4 weeks ago


Mooresville, North Carolina, United States Modern Wealth Management Full time

The Tax Associate will play a key role in supporting various tax-related activities, including tax preparation, tax planning, and software initiatives.

Key Responsibilities:

  • Prepare tax returns and ensure compliance with relevant tax laws and regulations.
  • Develop tax plans and strategies to help clients minimize tax liabilities.
  • Collaborate with managers on tax projects and contribute insights to enhance client outcomes.
  • Champion software initiatives to streamline tax preparation processes.
  • Mentor and develop intern staff to enhance their skills and capabilities.

Requirements:

  • Accounting/Finance degree
  • 3-5 years of relevant experience preparing taxes for individuals and businesses

Benefits:

  • Generous continuing education support
  • 100% company paid employee only premiums for Health, Dental & Vision Coverage
  • 4% Company 401k match, 100% vested