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Tax Professional

2 months ago

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

Tax Senior/Associate

**About the Role**

A professional services firm on Long Island is seeking an experienced Tax professional to join their staff in Nassau County. As a Tax Senior/Associate, you will provide tax planning and compliance to a sophisticated High Net Worth client base invested in the Financial Services industry.

**Responsibilities**

* Provide tax planning and compliance services to High Net Worth clients in the Financial Services industry
* Collaborate with clients to understand their tax needs and develop effective tax strategies
* Prepare and review tax returns, including partnerships, high net worth individuals, and multi-state filings
* Conduct research and analysis to identify tax savings opportunities
* Develop and maintain strong relationships with clients

**Requirements**

* 5+ years of experience as a Tax Generalist
* Bachelor's Degree in Accounting
* Experience with partnerships, high net worth individuals, multi-state filings, S and C corporations, estate and trusts
* Microsoft Excel proficient
* Solid analytical, mathematical, and research skills
* Great interpersonal skills
* Excellent communication skills (written and verbal)
* Strong attention to detail
* Highly organized

**Desired Skills**

* CPA or parts passed