Tax Associate - Private Client Group
About The Position
At LGA, our primary focus is on our people. As an Associate in LGA's Tax service line, you will gain hands-on experience working with one of our three specialized tax groups: Business Group (focus on C-Corps, S-Corps, and Partnerships, handling tax filings for complex partnerships, multi-state businesses, and international operations, with minimal individual tax filings), Enterprise Group (work with C-Corps, S-Corps, Partnerships, and related 1040s/1041s, preparing tax returns for owner-operated businesses in New England and their business owners), and Private Client Group (specialize in Personal, Trust, Estate, and Gift tax filings, serving high-net-worth individuals and their families, with limited entity return preparation).
Requirements
- Bachelor's degree in Accounting, Taxation, or a related field
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.).
- Comfortable working in a technology-driven, paperless environment.
- Strong organizational skills, detail oriented, and able to manage multiple deadlines.
- Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line.
- Contributes to a positive and collaborative work environment by upholding the firm's vision and values.
- Respect for compliance and confidentiality.
Nice To Haves
- Master's degree in Accountancy or Tax or a plan to pursue
- CPA or EA certification or a plan to pursue
- 0-2 years' experience in a related field
- Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus.
Responsibilities
- Prepare federal and state income tax returns, primarily for high net worth individuals, their families, trusts and estates.
- Prepare, organize and maintain client records and workpapers that accurately support the tax return and related engagement work.
- Collaborate with internal teams, conduct tax research, and apply tax laws and regulations to corporate, partnership, individual, estate, and trust tax filings.
- Assist with responses to client inquiries and tax notices under supervision.
- Conduct basic tax research and document preliminary findings and understanding of the law to be discussed with supervisor(s).
- Communicates timely with supervisor(s) regarding questions, issues and identified matters to ensure resolution and that client deadlines and deliverables are met as well as personal goals for productivity.
- Proficiency in CCH Engagement, CCH Tax, Microsoft Office Suite, BNA IT Planner, CCH AnswerConnect, and other firm technologies to enhance client service and efficiency.
- Ongoing commitment to continuing education and professional growth, seeks out formal, self-study and on-the-job training.
- Stay current with industry and tax regulation developments.
- Seeks out regular evaluations from supervisor(s).
- Demonstrates the ability to interact and communicate confidently and concisely with various levels of firm management in both written and verbal form.
- Produces high quality work which adheres to the relevant professional standards.
- Prioritize and manage tasks while exercising professional skepticism.
- Exudes intellectual curiosity, has strong analytical and attention to detail skills.
- Embrace new technological platforms and demonstrate a willingness to learn.
- Develops a more in-depth knowledge of federal, MA and multi-state tax issues, generally able complete more complex tax compliance projects with guidance.
- Apply accounting principles effectively, recognizing misapplications in client-prepared documents and communicating issues appropriately.
- Apply industry knowledge to multiple clients and consider issues from various perspectives.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
