A career in our Wealth Management Tax Services practice, will provide you with the opportunity to help our clients meet and manage their tax obligations across unique but ever changing tax specialties. Youll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing indirect taxes, dispute resolution, and global enterprise tax solutions.Our team helps individuals and families comply with Federal and State tax filing rules. Youll focus on tax policy changes related to tax returns, US and international tax reporting, tax payments and Internal Revenue Service communications.

Responsibilities

As a Specialist, youll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include but are not limited to:

• Proactively support multiple work streams or project teams to execute against an existing project or work plan
• Promote, manage and deliver the continuous improvement of activities and service delivery
• Display effective organization skills, managing multiple and competing priorities and coaching others to improve these skills
• Propose solutions to manage client expectations and managing the delivery of the solution
• Display attention to detail in executing and reviewing work products to ensure the highest quality deliverables in the allotted timeframe
• Integrate and synthesize information from multiple sources in order to analyze complex data and results, anticipate issues and solve problems

A Tax Paraprofessional provides administrative support to the needs of their assigned internal customers/market team and in a manner that demonstrates the highest levels of quality, accountability, and teamwork. Administrative support may involve any of the following responsibilities: client projects administration, financial reporting including billing and collection management, engagement economics analysis, obtain and organize client documentation, and performing ad-hoc projects as needed.

Job Requirements and Preferences: 

Basic Qualifications: 

Minimum Degree Required: 
High School Diploma

Minimum Years of Experience: 
2 year(s) 

Required Knowledge and Skills: 

Demonstrates some knowledge of utilizing desktop and laptop computers. Demonstrates some knowledge documenting technical information and demonstrating good follow-through techniques to take a project from start to finish. Demonstrates some knowledge with the following technology: VB Scripting, PowerShell, MS SQL Server, VMWare vSphere or general knowledge of .NET development.

Preferred Qualifications: 

Degree Preferred: 
Bachelor Degree

Preferred Knowledge/Skills: 

Demonstrates some technical skills and/or serving in a role utilizing in MS Office (Word, Excel, Access, PowerPoint) and Lotus Notes to assist in the administrative support of project teams. Demonstrates some ability to solve business problems with creativity. Demonstrates some exposure and ability working in a team environment, especially the ability to work as part of a team and also function independently. Demonstrates proven ability to present information, both verbal and written, in a clear, concise manner. Demonstrates some ability to, and/or a proven record of success serving in a role emphasizing, prioritizing projects and managing multiple tasks with agility.