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Tax Services Associate
Tax Services AssociateBerkowitz Pollack Brant • New York, NY, US
Tax Services Associate

Tax Services Associate

Berkowitz Pollack Brant • New York, NY, US
2 days ago
Job type
  • Full-time
Job description

Associate In Trusts And Estates Tax Services

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.

Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, and New York City.

With more than 400 accountants, tax specialists and consultants, we are one of the largest accounting firms in South Florida and one of the top 100 firms in the United States

We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations and beliefs.

Job Descriptions

As an Associate in our Trusts and Estates Tax Services team, you will work closely with Managers and Directors to deliver comprehensive tax preparation, planning, and compliance services. You will play a crucial role in supporting our clients and ensuring their tax needs are met with the highest standards of accuracy and efficiency.

Responsibilities :

  • Tax Preparation : Prepare tax returns for individuals, ensuring accuracy and compliance with all relevant regulations.
  • Financial Adjustments : Adjust financial statements to facilitate accurate tax return preparation.
  • Compliance : Ensure adherence to state, federal, and international tax laws.
  • Tax Filings : Prepare and review tax filings for timely submission.
  • Audit Support : Prepare responses for management review in support of external tax audits.
  • Tax Research : Conduct thorough tax research to support planning and compliance efforts.
  • Client Relations : Build and maintain strong relationships with clients and trust administrators.
  • Team Communication : Maintain active communication with senior associates to manage expectations, ensure client satisfaction, meet deadlines, and lead change initiatives.
  • Professional Development : Attend regular training sessions and stay informed about tax changes and issues that could impact clients.

Qualifications :

  • Bachelor's Degree in Accounting; Master's Degree in Taxation preferred. LLM in Taxation or JD is a plus.
  • CPA license or eligibility to take the CPA exam.
  • Excellent analytical, technical, and tax accounting / technology skills.
  • Ability to work additional hours as needed to meet client demands and deadlines.

    • What We Offer :

  • A competitive and equitable workplace.
  • Professional development and career growth opportunities.
  • A diverse and inclusive culture.

    • If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

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    Tax Associate • New York, NY, US