Accountant

• Prepare federal, state, and local tax returns for individuals, trusts, pass-through entities, and private foundations.
• Prepare quarterly tax projections and track taxable events using internal and external data.
• Assist in business consulting projects, including buy/sell analysis, IRR analysis, net worth analysis, and other accounting or tax-related assignments.
• Research complex tax matters, communicate findings, and contribute to tax planning strategies.
• Analyze tax information to determine tax liabilities, applying knowledge of federal and state laws, regulations, and tax rates.
• Develop and maintain collaborative relationships to ensure client needs are met accurately and efficiently.
• Correspond with taxing authorities to resolve notices and identify opportunities to minimize tax liability.
• Support clients with services such as business planning, accounting, investment coordination, estate planning, insurance, philanthropic strategies, and general financial planning.
• Participate in preparing materials and presentations for client review meetings.

Tax Accountant

Senior Accountant