Taxation Expert

6 days ago


New York, New York, United States Tandym Group Full time
Job Title: Taxation Expert

Company Overview:
Tandym Group is a professional services firm that provides Wealth Management in New York City. We are seeking a diligent and hardworking Taxation Expert to join our staff.

Job Description:
The Taxation Expert will be responsible for providing tax planning and compliance for High Net Worth (HNW) individuals. This role requires a strong understanding of taxation laws and regulations, as well as excellent communication skills to work with clients and colleagues.

Responsibilities:
  • Assist leadership with managing staff and creating better work systems.
  • Improve workflow efficiency by implementing new processes and procedures.
  • Complete other tasks as assigned by management.

Required Skills and Qualifications:
  • Undergraduate degree in a relevant field, such as accounting or finance.
  • 5+ years of recent or current experience servicing HNW tax clients.
  • Proficiency with computer platforms and applications, including spreadsheets and software used for tax preparation.
  • Ability to multitask and prioritize tasks effectively.
  • Excellent communication skills, both written and verbal.
  • Highly organized and able to maintain accurate records.
  • Strong interpersonal skills and ability to build relationships with clients and colleagues.
  • Demonstrated attention to detail and ability to analyze complex data.

Estimated Salary: $120,000 - $180,000 per year, depending on experience.

Benefits:
We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.
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