Professional Tax Advisor

As a highly skilled Tax Associate, you will work closely with our tax managers to provide exceptional service to our clients. Your responsibilities will include tracking tax preparation statuses, gathering and reviewing client questionnaires and documents, preparing accurate and timely tax returns in UltraTax, providing personalized support for quarterly tax estimates, communicating effectively with clients through email and text messages, as well as reviewing monthly financials.

This role requires a strong understanding of US taxes, including experience in using UltraTax for at least two years. You must also be proficient in QuickBooks Online software. The ideal candidate will possess excellent communication skills, both written and verbal; the ability to prioritize tasks efficiently; technical expertise in navigating digital platforms like Zoom; detail-oriented skills with an eye for accuracy; organizational abilities that can handle multiple deadlines simultaneously;