Stable Rock Solutions

• Prepare individual federal and state income tax returns for high-net-worth individuals and other clients
• Assist with tax returns involving investment income, capital gains and losses, partnership K-1s, trusts, and alternative investments
• Review financial statements, investment reporting, tax documents, and supporting schedules for accurate tax reporting
• Prepare and file tax extensions, estimated tax payments, and other compliance deliverables
• Research tax regulations, legislation, and technical matters
• Identify tax planning opportunities and potential tax implications of clients' investment activities and financial circumstances
• Communicate with clients to obtain documentation, clarify financial information, and resolve tax-related questions
• Collaborate with senior tax professionals on complex tax matters and client deliverables
• Maintain organized workpapers and supporting documentation
• Respond to tax notices and correspondence from federal and state taxing authorities
• Stay informed of tax law changes and industry developments
• Contribute to tax-process improvements and efficiency initiatives

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Tax Associate