Tax Senior - Private Wealth Advisory

A professional services firm in New York City is currently seeking an experienced Tax professional to join their staff as their new Tax Senior. Responsibilities: The Tax Senior will: Prepare and review individual, partnership, corporation and trust tax returns for ultra HNW clients Prepare and review financial statements (Compilation and Review) and supporting schedules Prepare and review invoices for family office bill pay clients. Review bank reconciliations and general ledgers Review and respond to notice correspondence Manage client credit card activity downloads Coordinate with Tax Partners and respond to client inquiries Perform other duties, as needed Qualifications: 2+ years of prior Tax experience servicing High Net Worth client Bachelor's and/or Master's Degree in Accounting, Taxation, and/or a related field Working knowledge of CCH Axcess, CCH ProSystem fx Planning, and/or QuickBooks Microsoft Excel proficient Solid analytical, mathematical, and research skills Great interpersonal skills Excellent communication skills (written and verbal) Strong attention to detail Highly organized Desired Skills: CPA or parts passed Experience with and Xero

Created: 2024-10-29