Company Overview
AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 45 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success. We provide integrated financial planning, investment management, access to private capital, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients across the U.S. from 8 offices.
About the job
REQUIREMENTS
Bachelor’s degree or equivalent in Accounting or Tax.
Licensed CPA preferred.
Two plus years of tax preparation professional experience preferred.
Possess a basic knowledge of Federal and state tax laws.
Proficient in MS Word and Excel, general ledger, and tax preparation software.
RESPONSIBILITIES
TECHNICAL
Prepare tax returns for individuals, partnerships, trusts, foundations, retirement plans, S- corporations in professional manner
Review client tax materials and gather additional required data to prepare tax return.
Professionally correspond with clients as needed to prepare tax returns.
Analyze data for proper treatment within the guidelines of the tax laws.
Arrange tax materials and work papers in the clients’ files in accordance with company tax procedures.
Submit tax returns to tax reviewer for review.
Review notes from the tax reviewer and make corrections required.
Maintain a thorough understanding of tax department policies and procedures
ADMINISTRATIVE
Submit weekly status reports of tax returns in process to tax manager.
Submit daily time sheets.
Attend training sessions and staff meetings for updates on procedures and tax law changes.
Advise the tax manager of problems with the tax returns and budget over-runs so action can be taken.
ATTITUDE AND JUDGMENT
Ability to adapt to new tasks and responsibilities.
Attention to detail with demonstrated accuracy.
Pride in work and quality of work.
Reliable and thorough.
Willing learner.
Team player.
COMMUNICATION SKILLS
Ability to verbally communicate ideas effectively using listening skills to clarify and understand.
Open to other opinions and ideas.
Ability to create effective and concise memos and letters to clients and staff.
ORGANIZATION AND MANAGEMENT
Timely execution of departmental procedures.
Ability to meet deadlines.
Efficient and productive.
Applications Accepted through 02/28/2025.
How to Apply:
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