Experienced Candidates

Job Duties

  • Prepare federal and state individual tax returns and work papers for high net worth individuals, multi-generational families, and other specialty areas of the firm.
  • Recognize the required information from clients’ tax documents and convert it into part of tax work papers.
  • Prepare federal tax forms and related schedules.
  • Prepare foreign informational tax forms for both domestic and international clients.
  • Generate resident and non-resident state tax forms and create reconciliation work papers.
  • Communicate with clients to acquire additional tax information and clarify confusions.
  • Research on unfamiliar topics by utilizing third-party software, including Thomson Reuters Checkpoint, Bloomberg BNA, etc. Create memos to summarize research result and save in the firm’s system for future use.
  • Improve skill in using tax software (Go System RS) and contact vendor to resolve any issues or bugs on the software.
  • Prepare federal and state corporate, partnership, trust, and S-Corp tax returns and work papers.
  • Record adjusting journal entries (AJE) to adjust client-provided financials to the correct amounts.
  • Book tax journal entries to adjust book balance to the tax balance reported on tax returns.
  • Prepare quarterly and annual tax provision calculation to generate estimated amounts of deferred tax asset, deferred tax liabilities, and valuation allowance.
  • Conduct special projects as requested by supervisor.
  • Manage own schedule and job priorities, and communicate status to manager.
  • Accomplish objectives by supervising and coaching staff, and organizing and monitoring work processes.
  • Plan, monitor, and appraise job results.
  • Keep track of schedule by updating the firm-provided Excel spreadsheet and third-party scheduling software (XCM). Maintain thorough understanding of deadlines for different types of tax returns.
  • Attend weekly group meetings with operations team to receive updates about required billable hour and communicate scheduling issues.
  • Send weekly commitment to the operations team to facilitate timely delivery of each project.
  • Keep abreast of current tax developments and effectively apply tax knowledge to client situations.
  • Attend firm-provided CPE events covering various topics, including taxations, soft skills, computer software, etc.
  • Participate tax update seminars and read newsletters and articles.
  • Prepare quarterly estimated federal and state income tax payments.
  • Calculate federal and state estimated tax payment amounts for clients by utilizing Bloomberg Income Tax Planner and confirm that all payments are made to the corresponding authority in a timely manner.
  • Request information, such as paystubs, brokerage statements, and K-1 estimates from clients and make reasonable assumptions when doing the calculations.
  • Perform year-end tax planning for high net worth individuals and other specialty areas of the firm.
  • Recognize strategies which can help clients decrease tax liabilities.

Education and Experience

Master’s degree or foreign equivalent in Accounting, Business Administration, Finance or related field and 1 year of experience in job offered or related occupation. Will accept Bachelor’s degree and 3 years of experience in lieu of MS+1.

To Apply

Send resume to Must reference job code TS-MHN in order to be considered.