Tax Expert Lead - Temporary
AprilSalary not specified
Full Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Senior Tax Specialist (Tax Preparer) at Tolleson Wealth Management
Oradell, New Jersey, United States
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Wealth Management, Financial ServicesIndustries
Requirements
- Bachelor’s degree in accounting or related field, CPA license a plus
- 5-8 years of tax experience with proven ability to prepare tax returns for individual, S Corporations, Partnership and Trust tax returns
- Proficiency with Microsoft Office Suite and QuickBooks; experience with tax software (CCH AXCESS, TaxCaddy, ShareFile, DocuSign) preferred
- Excellent communication skills - verbal, written, and interpersonal
- Strong organizational skills with proven ability to manage high-volume workflow and meet deadlines
- Strong attention to detail with commitment to accuracy in documentation and data entry
- High level of integrity and discretion when handling confidential information
- Capable of working independently with minimal supervision, while also contributing effectively in team environments
- Embodies Modera’s core values: Confident Humility, Contagious Growth Mindset, Trusted Relationships
- Extremely organized with excellent attention to detail
- Capable of prioritizing and managing multiple tasks concurrently
- Thrives in an environment focused on creative problem solving
- Engaging and charismatic communicator
- Passion for excellent service
- Self-starter
- Occasional travel may be required
Responsibilities
- Prepare and process all paperwork and electronic documents for client tax preparation
- Manage internal accounting portal for clients, including organizing client documents, uploading tax forms, tracking information requests, and ensuring all necessary documents are obtained for tax filings
- Pro-active approach to following up with clients, advisors, and tax managers on projects to keep the returns moving towards deadlines
- Input client tax data for individual and business tax filings, and review software-imported information to ensure accuracy and efficiency, aiming to minimize the need for reviewer adjustments
- Ability to receive and digest review notes on work performed
- Compile and arrange all required tax forms and documentation for individual, trusts, and business tax filings, adhering to current tax regulations
- Prepare and share any adjusting entries made to client’s books and records
- Assist in identifying potential tax deductions, credits, and strategies specific to individual clients
- Provide support to Tax Managers in preparing tax projections for clients
- Assist in digesting notices received by the clients from IRS or state jurisdictions. Facilitate requesting any necessary information from the client, advisors, or managers to resolve the notice. Following up with the IRS or state jurisdictions to resolve notices
- Contact clients for clarification on missing or incomplete information, ensuring the applicable Tax Manager is informed
- Provide updates on the status of tax returns to clients, advisors, and the Tax Managers
- Maintain accurate notes and records in the CRM, tax software, and client folder on company server
- Provide support with special projects and administrative tasks as required
Skills
Tax Preparation
Tax Data Entry
Document Management
Client Follow-up
Tax Filing Coordination
Accuracy Review
Individual Tax Returns
Business Tax Filings
Accounting Portal Management
Electronic Document Processing
Tolleson Wealth Management
Multi-family office providing wealth management services
About Tolleson Wealth Management
Tolleson Wealth Management provides a variety of wealth management services tailored for affluent families. Their offerings include investment management, trustee services, philanthropy, and private banking, all designed to simplify the financial lives of their clients while aligning with their family values. The company fosters a collaborative work environment where team members are encouraged to support each other and focus on the well-being of both clients and colleagues. Unlike many other wealth management firms, Tolleson emphasizes a personalized approach, serving a select group of clients to ensure dedicated attention and service. The goal of Tolleson Wealth Management is to enhance the financial well-being of their clients and create lasting relationships built on trust and shared values.
Dallas, TexasHeadquarters
2000Year Founded
VENTURE_UNKNOWNCompany Stage
Social Impact, Financial ServicesIndustries
201-500Employees