Tax Associate jobs in United States
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Aston Carter · 5 hours ago

Tax Associate

Aston Carter is a corporate talent solutions provider specializing in various professional fields. They are seeking a dedicated Tax Associate to organize and evaluate tax return data for trusts and private foundations, ensuring timely filing and effective communication with outside tax accountants.

ConsultingHuman ResourcesInformation Technology
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Growth Opportunities

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

Qualification

CPA licenseTax research proficiencyPartnership tax accountingHigh net worth tax planningAccountingAnalytical skillsReconciliationThomson ReutersAdvanced degree in taxationCommunication skills

Required

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
Reconciliation, high net worth tax and estate planning family law

Preferred

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

Benefits

Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)

Company

Aston Carter

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Aston Carter is a staffing and recruiting company providing risk and compliance services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2011-01-31Acquired

Leadership Team

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Juan Pablo McCausland-PHR, CDP
Human Resources Business Partner
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Sherry Guevara
Regional Human Resources Partner-West Region
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Company data provided by crunchbase