Company: Edelstein & Company LLP
Posted on: May 16, 2022
With over 50 years of certified public accounting and business
consulting experience, Edelstein & Company LLP serves a wide range
of clients from our base in the heart of the Boston financial
district and in Burlington, MA. In addition to audit, tax, and
consulting services, we also provide litigation support, wealth
management, and medical practices management. This role will
support the tax department. The Tax Specialist computes and
prepares tax statements and records and meets all reporting
requirements in a timely manner. This position also works on trust
and estate work with additional opportunities to stay abreast on
tax issues pertaining to other industries. Essential Functions:
Accurately prepares and files all tax documents. Maintains tax
calendar for all filing responsibilities to ensure timely filing.
Ensures compliance with all relevant state/local, federal, and
international tax laws and regulations. Researches and responds to
state/local, federal, and international tax authorities to resolve
tax issues. Develops and maintains audit trail and data reporting
integrity for all tax needs. Monitors tax law changes. .
Participates in development and implementation of tax strategy.
Coordinates all income tax processes including but not limited to
compliance, research, and planning. Prepares and files annual
federal and state income tax returns and quarterly estimates.
Assists with resolution of income tax audits. Recommends
alternative tax treatments to alleviate or reduce tax burden.
Coordinates implementation of tax accounting systems and control
procedures. Assists with related special projects as required.
Performs other related duties as assigned by management. Education,
Skills and Experience: Bachelor---s degree; CPA licensure
preferred, PFS, PFP or CFP a plus 4-5 years related experience or
equivalent Proficient in ProFx Tax Software Experienced at managing
client engagements Understand high net worth individual returns
Demonstrated knowledge of tax laws Commitment to excellence and
high standards Excellent written and verbal communication skills
Ability to understand and follow written and verbal instructions
Strong organizational, problem-solving, and analytical skills. Able
to manage priorities and workflow Ability to work independently and
as a team member Versatility, flexibility, and a willingness to
work within constantly changing priorities with enthusiasm At
Edelstein & Company, LLP, we provide competitive compensation and
benefits, comprehensive training and group mentoring program, Study
time and Generous CPA Exam bonus, Flexible Work Arrangements,
Boston and Suburb (Burlington) locations, Tuition Reimbursement. To
learn more about our company, please visit edelsteincpa.com
Keywords: Edelstein & Company LLP, Boston , Tax Specialist, Accounting, Auditing , Boston, Massachusetts
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