National CPA firm in NYC seeks Tax Senior with strong HNW experience to join their growing Wealth Management Division.
Description:
Major responsibilities include, but are not limited to:
- Prepare tax returns and income tax projections, estimated tax vouchers, and extension forms.
- Research and answer all related tax issues.
- Process filings for tax forms and related disbursements with taxing authorities.
- Perform analysis of historical financial data in order to prepare clients' statements including balance sheets, statement of net worth, income statements, cash flow statements, and estate planning summaries.
- Document financial planning projects - charitable calculations, private foundation minimum payout, promissory note payment, and amortization schedules.
- Track and analyze the cost basis of clients' investments.
- Perform special ad-hoc related analysis per client's and management's request.
The ideal candidate will possess:
- CPA or parts passed.
- 3-6 years of individual tax preparation for HNW clients.
- Experience within the tax department of a CPA firm highly preferred.
- Strong computer skills including Microsoft Office, BNA Tax Planner, and tax software programs preferred.
- Strong understanding of tax strategy, planning, accounting, and compliance for HNW families.
- Client service orientation.
- Excellent communication skills, attention to detail, and follow-through.
- Strong organizational skills, detail-oriented, and highly motivated.
All candidates must be authorized to work for any employer in the US.
#J-18808-Ljbffr