Tax and Accounting Associate

DUTIES AND RESPONSIBILITIES

• Prepare tax returns and calculate related estimated income tax payments for the following types of entities:
  • Fiduciary income tax returns (including Electing Small Business Trusts) and related states where applicable
  • Individual income tax returns and related states
  • Private Foundation returns
  • Payroll tax returns
• Assist with preparation of Corporate Federal and State Income tax returns.
• Assist with internal audits as needed.
• Calculate annual trust distributions for all trust entities.
• Calculate annual income and expense summaries for all principals.
• Prepare cash flow estimates quarterly and annually for select principals.
• Assist with monthly or quarterly reporting for principals.
• Complete special analyses and research projects on an as needed basis.

CPA required