Job Description
Join our award-winning tax team at Legacy Tax Partners, where precision meets innovation. We're seeking a detail-oriented Tax Associate to deliver exceptional services to high-net-worth individuals and growing businesses in New Orleans' thriving economic landscape. Enjoy hybrid work arrangements, comprehensive benefits, and clear pathways to partnership.
Our firm combines traditional tax expertise with cutting-edge digital tools to solve complex financial challenges. As a Tax Associate, you'll work directly with senior advisors on diverse portfolios while developing specialized skills in state & local tax compliance, SALT credits, and international tax planning.
Responsibilities
- Prepare and review federal, state, and local tax returns for corporate and individual clients
- Conduct tax research and planning strategies to optimize client outcomes
- Manage SALT compliance processes and develop credit documentation
- Collaborate with audit teams to resolve technical tax issues
- Maintain accurate client documentation in proprietary tax software
- Present findings to clients during advisory meetings
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA/Master's preferred)
- 2+ years of public accounting tax experience
- Proficiency in tax preparation software (e.g., UltraTax, Lacerte)
- Deep understanding of Louisiana tax regulations and SALT provisions
- Strong analytical skills with attention to detail
- Ability to manage multiple deadlines in a fast-paced environment