Tax Associate
AquantUs, LLC
Atlanta, GA
Analyst, Accounting / Auditing, Finance / Banking / Insurance
Summary
Tax Associate with a privately-held company.
The Tax Associate will work alongside upper management performing a mix of income tax compliance and tax planning/strategy duties.
Responsibilities
Tax Associate with a privately-held company.
The Tax Associate will work alongside upper management performing a mix of income tax compliance and tax planning/strategy duties.
Responsibilities
- Oversee timely completion of federal and state partnership, corporation, trust, and high-net-worth individual tax return preparation by outside CPA firms.
- Manage preparation of federal and state investment entities, trusts, and private foundations’ quarterly estimated tax payments and extensions.
- Manage inflow and outflow exchange of sourced documents, work papers and tax returns.
- Maintain Schedule K-1’s, Trial Balance, Brokerage Statements, and any other tax documents and account details.
- Ensure timely completion of federal and state income tax return extensions and quarterly estimated tax payments.
- Prepare federal and state tax projections.
- Perform research and analysis of tax impact from sales, purchases, and other transactions as they arise.
- Bachelor’s degree or higher in Accounting or Taxation.
- 1-4 years of income tax experience, with public accounting experience preferred.
- Knowledge of US federal and state income tax with experience in closely held businesses, including S-corporations, personal holding companies, partnerships, and LLC’s.
- Knowledge in corporate, individual, partnership, private foundations, trusts and estate, and gift tax preferred.
- Knowledge of CCH Axcess and BNA Income Tax Planner preferred.
About the company
Company website•Financial Services
We're an Atlanta-based firm specializing in placing accounting, audit, finance, and tax professionals across all industries on a direct hire, retained, interim/fractional consulting, and contract staffing basis.