Tax Associate

**Job Summary** We are seeking a dynamic and detail\-oriented Tax Associate to join our growing team! In this vital role, you will be responsible for preparing and reviewing tax returns, ensuring compliance with federal, state, and local regulations, and providing expert support on a variety of tax\-related matters. Your expertise in tax accounting, financial concepts, and regulatory reporting will help clients navigate complex tax landscapes confidently. This position offers an exciting opportunity to develop your skills in estate planning, corporate accounting, and financial analysis within a collaborative and fast\-paced environment. If you thrive on accuracy, enjoy solving intricate financial puzzles, and want to make a meaningful impact through your work, we want to hear from you! **Duties** * Prepare and review individual, corporate, partnership, and trust tax returns with precision and attention to detail. * Conduct thorough tax research using current laws and regulations related to estate planning, securities law, LIHTC (Low\-Income Housing Tax Credit), and other specialized areas. * Assist clients with tax planning strategies including estate planning, wills, trusts \& estate law to optimize their financial outcomes. * Support audits by providing necessary documentation and explanations related to tax filings and financial statements. * Collaborate with cross\-functional teams on mergers \& acquisitions, financial report writing, and regulatory reporting projects. * Reconcile accounts such as accounts payable, general ledger accounts, and balance sheets using accounting software like QuickBooks, Xero, Sage or similar tools. * Analyze financial data to interpret financial statements accurately for clients’ decision\-making processes. * Ensure compliance with GAAP (Generally Accepted Accounting Principles) and SOX (Sarbanes\-Oxley Act) requirements while maintaining high standards of accuracy in all work products. **Requirements** * Bachelor’s degree in Accounting, Finance or related field; CPA certification is preferred but not mandatory. * Proven experience in tax accounting or public accounting environments with a strong understanding of tax experience across various sectors including non\-profit accounting and private equity. * Knowledge of financial concepts such as double entry bookkeeping, debits \& credits, asset management, budgeting, and asset reconciliation. * Familiarity with accounting software including QuickBooks, Sage, Xero or similar platforms; experience with financial software is highly desirable. * Strong analysis skills with the ability to interpret complex financial reports and perform detailed account reconciliation. * Experience working with GAAP standards and regulatory reporting requirements. * Excellent organizational skills with the ability to manage multiple projects simultaneously while maintaining accuracy under tight deadlines. * Effective communication skills for preparing clear financial report writi