Tax Associate, 14530

Private Client Tax Associate sought to support fiduciary tax services for sophisticated families and their trusts in DC or Baltimore. Responsibilities include organizing and evaluating tax return data for family limited partnerships, trusts and private foundations; preparing reconciliations for tax and financial information for third-party accountants; analyzing capital accounts and allocations within multi-tiered partnerships; coordinating with outside tax accountants to review fiduciary federal/state tax returns for non-grantor trusts and private foundations; reviewing partnership K-1s and trust-related tax letters; ensuring timely filing of returns and payments; maintaining correspondence with IRS and state authorities; coordinating with private client advisors and custodians to achieve optimal reporting and client service; researching and proposing tax-efficient strategies; updating knowledge on tax law changes; participating in special projects; and possessing strong communication skills to interact with CPAs and attorneys. Qualifications include 2-4 years tax experience, Bachelor's degree, CPA license or progress toward licensure, and proficiency in tax research and partnerships/trust instruments. The role requires office-based work and compliance with the company COVID-19 vaccination policy. Benefits include comprehensive compensation and benefits package.