Client Service Tax Associate

The Client Service Associate (“CSA”) works with Relationship Managers and Partners to service existing and new client relationships with an emphasis in the areas of tax preparation and planning. financial and estate planning.

Key Duties and Responsibilities:

• Prepare individual, trust, gift, corporate, and foundation tax returns and projections.
• Prepare tax projections, estimated payments, and other necessary tax planning.
• Research and respond to tax notices.
• Review estate documents including wills, trusts, and insurance policies.
• Prepare estate flow charts.
• Prepare for client meetings and client proposals.
• Prepare client communications including e-mail, telephone, and written correspondence.
• Participate in and document client meetings and follow-up

Additional Responsibilities:

• Gather information to analyze and prepare comprehensive financial plans.
• Assist with account maintenance.

Requirements:

• Bachelor’s degree required, preferably in accounting or finance.
• 2- 5 years+ of experience in financial services or accounting.
• Candidate must be a self-starter who is motivated, analytical, organized, team oriented and able to handle multiple projects, and deadlines in a fast-paced environment.
• Candidate must embrace the company values of Integrity, Collaboration, Passion, and Intellectual Curiosity
• Experience with wealth management software desired (e.g., eMoney, MoneyGuidePro, etc.)

Critical Skills and Attributes

• Strong organization skills and the ability to balance the priorities and needs of multiple clients
• Excellent communication and listening skills, both verbal and written
• Detail oriented
• Sense of urgency and ability to meet deadlines
• Ability to analyze, synthesize, and explain complex information clearly and simply
• Demonstrated technical aptitude and the ability to learn new technologies and leverage them to facilitate tasks and communications
• Ability to recommend and implement processes to improve quality and delivery of client service