Tax Accountant

An investment services firm in New York City is currently seeking a new Tax Accountant for a promising opportunity with their growing staff. In this role, the Tax Accountant will be responsible for the preparation of individual, trust, corporate, and employee benefit tax returns. Responsibilities: The Tax Accountant will: Advise clients on tax optimization strategies and helps them make smart financial decisions to maximize their long-term savings Engage and implement client solutions from beginning to end (planning, executing, and completing tax projects) Analyze each client's financial records and prepare tax returns, including returns with varying degrees of complexity Use frequent discretion and independent judgement to make recommendations regarding tax savings opportunities Proactively interact with clients to gather information, resolve tax related issues and make recommendations for business and process improvements Understanding of tax code, tax law issues, including state and local, and utilize that knowledge to advise clients against potential tax liabilities Work with the Tax Partners and Advisory staff to develop timely work products for High Net Worth client base Perform other duties, as needed Qualifications: 2+ years of experience in Tax Consulting. Bachelor's Degree in Accounting, Finance, andor a related field Strong skills in Tax Accounting and Compliance In-depth knowledge of applicable tax laws, regulations and deadlines Solid problem solving and time management skills Great interpersonal skills Excellent communication skills (written and verbal) Strong attention to detail Highly organized Desired Skills: Proficiency in CCH PROfx, BNA Tax Planner and Microsoft Office suite

Created: 2025-01-04