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Tax Senior Associate

hace 2 meses

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Job Title: 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 play a critical role in providing tax services to our clients, working closely with our Wealth Advisors and Financial Planning team to deliver exceptional results.

Responsibilities:
  • Prepare and review federal and state returns, as well as any associated gift tax returns, trust returns, etc.
  • Assess the need for quarterly estimated tax payments and ensure all necessary payments are made by our clients.
  • Assist clients with tax letters, notices, and audits, including drafting responses and communicating with the IRS and various state Departments of Revenue.
  • Collaborate with Tax Advisors to produce and review tax projections and tax planning for a subset of our clients.
  • Perform and review wage and withholding analyses to help clients achieve their preferred level of tax withholding.
Requirements:
  • Bachelor's degree
  • Active CPA license or EA credential strongly preferred
  • 1-4 years of relevant work experience in tax services, particularly tax return preparation and compliance
  • Clear and confident communication, both in writing and orally
What We Offer:
  • Competitive compensation package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment

We value flexibility and balance, and we use technology to operate as a team regardless of location. If you are a motivated and detail-oriented individual with a passion for tax services, we encourage you to apply for this exciting opportunity.