Assist with preparing tax returns, extensions, estimated tax payments, household employer payroll filings, and electronic tax filings. Maintain tax refund ledgers, client deadline databases, tax reporting data, and gain/loss reviews. Support printing, organizing, scanning, collating, and mailing tax documents, returns, vouchers, and agency notices. The role offers CPA licensure support and is intended for an accounting graduate pursuing or eligible for CPA certification.

Oversee complex tax engagements for high-net-worth individuals, families, trusts, estates, and business entities. Responsibilities include preparing and reviewing federal, state, and international tax returns, tax planning, research, audits, client communications, staff supervision, training, deadlines, and business development. The role requires CPA or EA credentials, accounting education, and substantial public accounting experience across individual, corporate, and partnership taxation.

Oversee international tax engagements for multinational clients, including planning, structuring, compliance, tax calculations, audits, research, and advisory projects. Review complex U.S., multi-state, and international returns; manage deadlines, staff deliverables, and global advisors. Provide technical guidance on international tax law, identify tax savings opportunities, communicate with clients and tax authorities, support business development, and mentor employees.