- Supportive Team Atmosphere
- Flexible Hybrid Schedule
About Our ClientOur client is a growing investment management firm based in New York City. They are a smaller more collaborative tax team who follow a hybrid work schedule.
Job Description- Prepare and review personal, gift, trust, and entity tax returns
- Develop detailed reports, presentations, and recommendations for clients
- Collaborate with legal counsel and tax advisors to implement wealth transfer strategies
- Manage grant requests for charitable foundations
- Coordinate and oversee the work of third-party service providers
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
The Successful Applicant- Bachelor's degree in Accounting, Finance, Economics, or a related field
- CPA preferred
- 2-4 years of professional experience in tax
- Proficiency in Excel and other data analysis tools
- Strong communication skills, both written and verbal
- Proven problem-solving and critical-thinking abilities
- Ability to work independently and collaboratively as part of a team
What's on Offer- Competitive Base / Bonus
- Health/Vision/Dental Insurance
- Generous PTO and paid holidays
- 401k match
- Hybrid Flexibility - 4 days in office
ContactOlivia MatteoQuote job refJN-122###-####485