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Tax Associate

Regal Executive Search

Deephaven, MN

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Certified Public Accountant (CPA), Customer Relationship Management (CRM), Customer Support/Service, Fiduciary, High Net Worth, Income Tax, Investment Management, Investment Services, Local Tax, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Public Accounting, Resolve Customer Issues, State Tax, Tax Regulations, Tax Reporting, Tax Returns, Wealth Management
LOCATION
Deephaven, MN
POSTED
30+ days ago

Tax Associate 

 

Summary:

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s character. The truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out.  We aim to help people live fulfilled, prosperous lives by being one of those inspired firms. 

 

Come grow with us! a dynamic, comprehensive investment and wealth management firm, is seeking highly skilled individuals with the expertise to service the unique needs of high net worth individuals and families. We are one of top ranked independent investment advisers and repeatedly on the list of Top Companies to Work for.  Our team approach focuses on providing excellent client service in a well reputed, fast paced environment.

 

The Tax Associate is an exempt client support position providing administrative, tax compliance, and fiduciary support.  The Tax Associate’s primary responsibility is to coordinate and participate in client services within a team concept.

This Tax Associate position will work in our Minnesota office

 

Duties and Responsibilities:

  • Coordinates tax services for clients as part of a team model

  • Analyzes and resolves basic client issues using sound judgment based on experience

  • Updates client files and records as appropriate

  • Prepares quarterly and annual tax income reports and provisions

 

Qualifications:

  • Bachelor’s degree in Accountancy from an accredited university

  • Master’s degree in Tax preferred

  • 1-3 years current public accounting experience including individual and trust taxation

  • Actively working towards CPA certification

  • Working knowledge of federal, state, and local income tax laws

  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM and tax preparation and research software.

About the Company

R

Regal Executive Search

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