Primary Responsibilities: Preparation of US federal and state tax returns for high net worth individuals and estate and trusts Work on and consult on tax planning Review and respond to IRS and state tax notices when necessary Conduct tax research and handle special projects as needed Work as a member of the tax team to ensure objectives are met timely and accurately and in accordance with firm procedures Knowledge of QuickBooks a plus Learning and navigating our paperless office processes and systems With training, conduct interviews with clients to gather information about their tax, estate planning/administration, entity creation needs Direct client interaction with wonderful client base
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Empowering Black Business Leaders At Every Step in the Journey