Tax Associate EA

Tax Preparer HYBRID in the following areas Los Angeles, CA Boulder, CO Chicago, IL Dallas, TX Boca Raton, FL REMOTE possible for highly-qualified candidates Description Our client is seeking a Tax Preparer to join a fast-growing team of tax professionals with an excellent opportunity to learn and add significant value. They offer a unique offering with in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. With a flexible work environment, support personal and professional growth, they embrace a culture of supporting each other, their communities, and their clients. Duties and Responsibilities Prepare and review personal federal and state tax returns. Assist with the preparation of quarterly/periodic estimated tax calculations. Research tax notices from federal/state agencies and prepare written correspondence as needed. Participates actively in client meetings and tax planning sessions. Use a broad range of tax tools and techniques to ensure efficiency and accuracy. Stay current on regulatory changes related to tax code. Supports corporate culture from a learning and team-building perspective. Requirements Bachelor's degree and a minimum of 2 years of relevant experience. Enrolled Agent (EA) certification preferred but not required. Experience with some or all of the following: CCH Axcess Tax, CCH Axcess Workflow, TaxCaddy, SurePrep. Experience with HNW (high-net-worth) clients required. Strong analytical and problem-solving skills. Excellent written and verbal communication skills. Must be highly organized, technically strong, and an enthusiastic, effective team player. Ability to think strategically and creatively in a fast-paced environment. Proven ability to self-start, take initiative, work collaboratively, and drive results. Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.