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Senior Tax Associate - Greensboro, United States - Mission Wealth
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Description
Job DescriptionJob Description
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000.
Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve.
This gives them the complete picture and confidence in their future.We're hiring a dynamic
Senior Tax Associate
to join our high-performing
Wealth Strategy Department .
The Senior Tax Associate provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax centric documents and planning support to high-net-worth families.
This position requires flexibility, excellent verbal and written communication skills, and attention to detail.Day-to-Day as
Senior Tax Associate:
Work closely with the Wealth Advisors and our high-net-worth clients to provide an integrated tax/wealth experience.
Assist with preparing federal and multi-state individuals and trust income tax returns.
Learn and effectively utilize tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients.
Review documents and tax returns for accuracy.Coordinate and communicate with other team members to perform job functions.
Other various assigned projects associated with tax and wealth services.
What You Bring as
Senior Tax Associate:
Bachelor's degree in Accounting or related field4+ years of CPA or EA work experienceKnowledge of tax laws and conceptsFamiliarity with Form 1040 and/or Form 1041Strong technical skillsAttention to detail and ability to take initiative to meet deadlinesStrong communications skills (written/verbal) and professionalismAbility to work independently and remain flexible as priorities changeProficient in Microsoft Office – Word, Excel, Outlook and PowerPointExcellent organizational skills, ability to multi-task, detail-orientedAble to navigate a fast-paced environment with a positive attitudeJob Type : Full-timeLocation : This position is based out of one of our offices – Austin, Chicago, Greensboro, Salt Lake City, San Diego, Santa Barbara, Scottsdale, or Seattle, Walnut Creek
Salary :
$75,000-$85,000 base, plus bonusFor further consideration, please submit a brief cover letter and resume outlining your proven success in client services, supporting operations in a financial capacity. Mission Wealth offers competitive salary + team-based bonus plan |
medical/dental/vision
benefits | 401K | PTO and VTO.
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