Senior Tax Accountant
4 weeks ago
Requirements
Minimum of 2 years' experience as a Tax Accountant in public accounting, a family office, private equity, or financial services industry
Bachelor's degree in accounting, or finance with accounting experience
Experience developing tax strategy, understanding the impacts, and the transactional tax implications
Tax experience with a focus on high net-worth clients and their closely held businesses
Excellent writing, communication, and process management
Strong understanding of domestic and international tax code and regulations; tax compliance; and tax issues
Strong tax research skills
Principal Responsibilities
Assist with tax filing deadlines to ensure timely and accurate filings, reports, and obligations for all client activities
Develop and support clients' tax planning opportunities, including both income and gift and estate tax planning
Review individual, business (C-Corp, S-Corp, and Partnership), and fiduciary income tax returns and gift tax returns
Assist with the preparation of quarterly tax estimates for individuals and businesses
Assist with the formation of new business entities as required
Tax planning support surrounding mergers, acquisitions, dispositions, and joint ventures
Coordinate with investment managers, attorneys, agents, managers, etc. as needed
Identify and communicate tax matters to manager and tax director.
Build relationships with third party tax advisors and staff
Assist with Ad-hoc reporting or special projects as necessary
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