Tax Associate

Hours:

40

Schedule: 

Monday - Friday 8:00 a.m. - 5:00 p.m. Must be flexible to meet current and future business needs. 

Comprehensive Benefits:

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

Pay and Incentive Plan:

Purpose of Position:

A Tax Associate will support tax team members and advisors by delivering tax services to clients including preparation of tax returns and tax projections, as well as proactive tax planning strategies. This role is expected to help retain existing clients by providing a high level of service.

Principle Responsibilities/Accountabilities:

• Prepare income tax, gift tax, pass-through entity and fiduciary tax returns utilizing tax software.
• Develop understanding of tax compliance needs for firm’s clients.
• Ensure tax returns are filed in timely manner.
• Communicate status of tax return preparation to tax team members, advisors and/or clients and identify open items.
• Monitor current tax compliance rules and regulations.
• Develop proficiency with current tax preparation software and tools.

• Prepare income tax projections. 
• Evaluate and analyze client data and make actionable tax planning recommendations based on current tax laws. 
• Develop ability to perform tax research to analyze specific client matters.
• Develop capability to recognize and suggest tax opportunities to benefit client tax situations.

• Will support other tax team members and advisors to deliver tax services.
• Communicate with tax team members, advisors, and clients to resolve tax issues.  
• Maintain communication with clients to ensure deadlines are met and to resolve any open items or client concerns. 
• May occasionally deliver tax projections and planning opportunities directly to clients. 
• Respond to any client inquiries related to tax services.
• Enhance client retention by providing a high level of service.
• Attend and participate in client meetings, as necessary.

Professional Development and Compliance

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.