Tax Senior- High Net Worth

2 days ago


NY United States The Eppolito Group, Inc. Full time

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.

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