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Senior Tax Associate OOJ - 33693

Hatch Global Search

Summit, NJFull-timeNo compensation foundPosted 1y agoChecked 3w ago
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At a glance

Compensation
No compensation found
Location
Summit, NJ
Schedule
Full-time
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

CPABachelor's degree

Job overview

Hatch Global Search is hiring a Senior Tax Associate OOJ - 33693. Hatch Global Search is seeking a Senior Tax Associate to provide estate planning and tax compliance services for high-net-worth clients. This role involves preparing various tax returns, conducting tax research, and managing client relationships. The position offers strong career growth potential and the opportunity to work with experienced professionals in a fast-paced environment.

Key focus areas include Prepare individual, fiduciary, gift, and estate tax returns, Provide estate and financial planning compliance services, and Oversee fiduciary accountings for estates and trusts.

Successful candidates bring Bachelor's Degree In Accounting, CPA Certification Or Progress, and 3+ Years Tax Experience. Important skills include Tax Research, Client Relationship Management, Individual Tax Preparation, Fiduciary Tax Preparation, Gift Tax Preparation, and Estate Tax Preparation.

Skills & qualifications

RequiredNice to have

Skills

Tax ResearchClient Relationship ManagementIndividual Tax PreparationFiduciary Tax PreparationGift Tax PreparationEstate Tax PreparationEstate Planning ComplianceFinancial Planning ComplianceFiduciary AccountingsClient Tax Information ReviewHigh-Quality Service DeliveryFederal Tax LawsState Tax LawsLocal Tax LawsAnalytical SkillsCommunication SkillsOrganizational SkillsMicrosoft Office

Qualifications

Bachelor's Degree in AccountingCPA150-Credit Requirement3+ Years Tax Experience in Public AccountingMST

Full job description

Job Description

Helping clients meet their tax obligations. managing the impact of tax on the clients' business. helping businesess with tax strategy.

Senior Tax Associate

We are seeking a Senior Tax Associate to provide estate planning and tax compliance services for high-net-worth clients. This role involves preparing individual, fiduciary, gift, and estate tax returns, conducting tax research, and managing client relationships. The position offers strong career growth potential and the opportunity to work with experienced professionals in a fast-paced environment.

Responsibilities:

  • Prepare individual, fiduciary, gift, and estate tax returns.

  • Provide estate and financial planning compliance services.

  • Oversee fiduciary accountings for estates and trusts.

  • Review client tax information and ensure high-quality service delivery.

  • Conduct tax research and respond to inquiries from tax authorities.

  • Build and maintain strong client relationships. Qualifications

Requirements:

  • Bachelor’s degree in Accounting; MST preferred.

  • CPA or progress toward certification, including 150-credit requirement.

  • 3+ years of tax experience in a public accounting firm.

  • Experience with individual, estate, trust, and gift tax preparation.

  • Knowledge of federal, state, and local tax laws.

  • Strong analytical, communication, and organizational skills.

  • Proficiency in Microsoft Office. Why is This a Great Opportunity

This role offers the chance to work with high-net-worth clients on complex trust and estate tax issues while building strong client relationships. The position provides a clear path for career advancement and the opportunity to develop expertise in estate planning and tax strategy in a supportive, collaborative environment.

OOJ - 33693

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