Tax Associate #3005

Are you a driven and detail-oriented Tax Associate looking to take your career to the next level? Our client is seeking a skilled Tax Associate to join a dynamic team. As part of a well-established CPA firm, you’ll have the opportunity to work on diverse and complex tax planning, compliance, and audit representation services.

What You'll Do:

• Tax Planning: Advise clients on charitable contributions, including donor advised funds and private foundations. Analyze business operations to determine the most tax-efficient entity structure (LLC, S-Corp, C-Corp). Review tax rates to optimize the timing of income and deductions. Help clients project tax liabilities and manage cash flows for both personal and business needs.
• Tax Compliance: Prepare federal, state, and local income tax returns for individuals and businesses. Assist in the preparation of foreign asset disclosures and transactions, including key forms like FinCen Form 114, Form 8938, Form 5471, Form 5472, and more. Ensure compliance with all reporting requirements.
• Audit Representation: Act as the liaison between clients and tax authorities. Represent clients’ interests during audits and minimize penalties by preparing and presenting thorough documentation of deductions.

Requirements

• CPA License: Active CPA license required.
• Tax Experience: A minimum of 3 years of experience in tax planning, compliance, and preparation, preferably within a CPA firm.
• Knowledge of Tax Forms: Familiarity with foreign asset disclosures and international tax requirements is highly preferred.
• Communication Skills: Strong ability to interact with clients, tax authorities, and internal teams.
• Attention to Detail: A keen eye for accuracy and compliance in tax documentation and filings.

Benefits

• Collaborative Work Environment: Be part of a team that values your expertise and promotes a supportive atmosphere.
• Career Growth: With a focus on your professional development, you’ll have the opportunity to expand your skills and advance in your career.
• Diverse Clientele: Gain experience with a broad spectrum of individual and business clients, including high-net-worth individuals, corporations, and international entities.
• Competitive Compensation: Enjoy a competitive salary and benefits package, including flexible work arrangements

Equal Employment Opportunity and Non-Discrimination Policy 

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. 

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. 

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.  

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. 

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. 

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. 

Privacy and Pay Equity: 

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com. 

• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available. 

• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws. 

State-Specific Information: 

• Rhode Island: We do not request or require salary history from applicants. 

• Connecticut: We provide wage range information upon request or before discussing compensation. 

• New Jersey: We do not inquire about salary history unless voluntarily disclosed. 

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process. 

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. 

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. 

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.