Tax Associate

Aston Carter•Baltimore, MD

4d•$29 - $31•Onsite

About The Position

We are seeking a dedicated Tax Accountant to organize and evaluate tax return data for trusts and private foundations. You will facilitate the timely filing of trust and foundation tax returns in collaboration with a big four accounting firm and execute tax payments on behalf of clients. This role requires effective communication and coordination with outside tax accountants to review and analyze federal and state fiduciary tax and informational returns for non-grantor trusts, private foundations, supporting organizations, and charitable split-interest trusts.

Requirements

Reconciliation, high net worth tax and estate planning family law.
1 - 3 years of experience, but open to candidates with no experience.
Bachelor's Degree in Accounting, Finance, or a related program.
CPA license or significant progress towards licensure (2+ passed sections of the CPA Exam).
Experience with partnership tax accounting, private equity, and investment partnerships.
Proficiency with tax research and strong accounting and analytical skills.
Excellent interpersonal, oral, and written communication skills.

Nice To Haves

Advanced degree (law or master’s in taxation) or enrollment in an advanced degree program is highly desired.
Prior experience with Thomson Reuters OneSource Trust Tax.
Experience analyzing and researching partnership operating agreements.
Familiarity with reviewing and researching trust instruments is a plus.

Responsibilities

Effectively communicate with CPAs and attorneys to analyze and answer questions concerning partnership K-1s, trust beneficiary K-1s, and grantor tax letters.
Maintain correspondence with the IRS and various state taxing authorities.
Coordinate and communicate with private client relationship advisors, strategic advisors, portfolio managers, and outside custodians to achieve optimal reporting and client service.
Recommend tax-efficient strategies by researching federal, state, and local taxation issues.
Provide expertise in the review, interpretation, and implementation of new or revised tax laws and explain tax law and implications to others.
Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.
Research and complete special projects as they arise, demonstrating creativity and strategic thinking.