Our client is a single-family office. They seek a Tax Accountant to join their Manhattan, NY office.
Responsibilities:
  • Support annual tax return preparation and quarterly estimated tax filings
  • Input 1099s, K-1s, W-2s, Axys information, and miscellaneous tax data into GoSystemCalculate tax estimates and prepare estimated tax vouchers
  • Process e-filings for tax returns, extensions, and estimates, including tracking status in FastTax and resolving rejections
  • Review source documents for completeness and accuracy before data entry
  • Reconcile tax information with financial statements and supporting schedules
  • Maintain organized electronic tax workpapers and client documentation
  • Coordinate with team members to gather missing tax information and resolve discrepancies
  • Monitor filing deadlines and assist with tax calendar management
  • Communicate with custodians, clients, and internal departments regarding tax-related requests
  • Verify federal and state filing requirements for individuals, trusts, and entities
  • Assist with special tax projects and administrative support during peak filing periods
Requirements:
  • 5-10 years of HNW tax experience
  • Family office experience is a plus Broad tax experience, including corporate and partnership tax Excellent communication skills
  • Detail-oriented and highly analyticalCPA is a plus
  • JobID: 48252

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Level

Senior L5

Location

New York, NY

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Accountants and Auditors

Industry

Tax Preparation Services

Posted

8 days ago

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