Tax Assistant
Westlake, Ohio
Tax Assistant
Westlake, OH
Competitive Pay & Benefits
We are looking for an Estate, Gift and Trust Tax Professional to join our expanding Tax Department in the EGT Niche. The Tax Assistant would work in the individual and trust tax planning area, providing administrative support to our EGT Niche Director and assisting in the preparation of tax returns.
Tax Assistant Responsibilities:
Westlake, OH
Competitive Pay & Benefits
We are looking for an Estate, Gift and Trust Tax Professional to join our expanding Tax Department in the EGT Niche. The Tax Assistant would work in the individual and trust tax planning area, providing administrative support to our EGT Niche Director and assisting in the preparation of tax returns.
Tax Assistant Responsibilities:
- Collect and organize client data and supporting documentation necessary for proper tax return preparation
- Assist in preparing individual and trust tax returns, including estate, gift and trust income tax returns (Forms 706, 709, 1041, etc.)
- Support the EGT members administratively, including but not limited to monitoring emails, prioritizing tasks, setting up client meetings, etc.
- Maintain accurate and organized files, ensuring confidentiality and security of sensitive client information
- Manage multiple engagements with various teams to efficiently meet client deadlines
- Stay updated on changes in tax laws and regulations, ensuring compliance and leveraging opportunities for tax savings
- Advise clients on minimizing tax liabilities through proper estate, gift, and trust planning
- 2+ years of work experience in an administrative support role
- Experience with tax/accounting software preferred
- Paralegal training or or Associates degree in accounting or finance preferred
- Knowledge of Microsoft Office products (Word, Excel, etc.) required
- Tax preparation experience highly preferred
- Exceptional attention to detail and accuracy, with the ability to maintain multiple tasks and deadlines
- Strong ability to provide client services and manage multiple engagements, while providing analytical and problem-solving skills
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