Tax Planning Specialist

3 weeks ago


New York, New York, United States Tandym Group Full time

A seasoned professional is sought by Tandym Group in New York City to fill the role of Private Wealth Senior / Manager / Senior Manager.

Key Responsibilities
  • Conduct in-depth reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns.
  • Prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
  • Complete other tasks as assigned.
Qualifications
  • Bachelor's degree in accounting, finance, or a related field.
  • At least 2 years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns.
  • One of the following accreditations: Licensed CPA, Licensed attorney, or Enrolled Agent.
  • Experience managing projects, including scheduling, budgeting, client correspondence, and billing.
  • Experience reviewing trust documents.
  • Excellent technology skills, including Microsoft Excel and compliance software.
  • Strong communication, interpersonal, and organizational skills.

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