Tax Associate Family Office
Dakota Tax Services
Dakota Tax Services is a boutique family office firm relocating to the South Coast. Our business is primarily made up of closely held businesses and high net worth individuals. The firm offers a highly personalized and tailored approach to tax counseling and estate planning.
Full Job Description
As this position has the potential for growth, we are looking for a candidate with at least 3 years of experience in this field, as well as the necessary professional qualifications.
Responsibilities
- Prepare and review federal and state tax returns for individuals, estate, trusts, partnerships and corporations
- Assist with annual gift strategies and gift tax compliance
- Create tax planning ideas and strategies for individuals and multi-state corporations and partnerships
- Prepare and organize tax files and prepare projections
- Research complex tax issues
- Respond to IRS and state tax notices
- Client correspondence
Qualifications
- EA/CPA or CPA candidate
- B.S.
- Ability to handle multiple tasks simultaneously
- Excellent verbal and written communication skills
- Proficiency in QuickBooks Accounting Software
- Ability to manage multiple projects and requests, attention to detail, and a strong work ethic
- 3-7 years’ tax-focused public accounting experience preferred
Dakota Tax Services is committed to work/life balance and offers a comprehensive compensation and benefits package including:
- 401k with Company Match
- 12 Paid Holidays
- Paid Vacation and Sick Time
- 50-55 Hours per week busy season (mid-February – April 15)
- No fall busy season PTO black out
- Annual bonus program
- Flexible hours outside of busy season
- Pay: $55,000.00 – $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Paid time off
To apply for this job please visit www.simplyhired.com.
