Paraprofessional - Investment Management Tax

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Paraprofessional - Investment Management Tax
The candidate will assist client engagement team with processing of all Federal & State Income Tax Compliance. Assist client engagement team with managing Tax Calendar for all Federal & State Income Tax Compliance. Assist client engagement team with recurring projects. Use internal technology to update / maintain client and vendor records. Coordinate updates and changes to internal technology that maintains client records. Interact with client in person and via e-mail. Perform various administrative tasks for the client engagement team. Should have 10+ years experience with tax returns and extensions, 10+ years experience with tax correspondence, 10+ years experience with contracts for tax clients and 6+ years experience organizing tax materials. Paralegal certification is required.

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