Tax Planning Specialist

4 weeks ago


New York, New York, United States Liv Communities LLC Full time
Job Summary:

As a Tax Planning Specialist at Liv Communities LLC, you will play a critical role in planning, directing, and controlling the organization's overall tax functions. You will provide tax expertise for all functional areas of the business, working closely with the finance team to supplement and back up accounting and reporting functions. Your expertise will be invaluable in advising on and supporting investment decisions to optimize financial impact.

Key Responsibilities:

Prepare income tax return workpapers, estimated tax calculations, and tax projections for individuals, trusts, limited liability companies, partnerships, and corporations.
Assist with gift and estate tax returns, tax and estate planning, tax research, and presentation of ideas. Work with outside technical firms as needed.
Coordinate and review various tax returns and information for real estate operating entities as requested.
Work as an integral part of the financial team, performing other duties as assigned, including full navigation and responsibilities in accounting/investment software.
Assist with banking relationships and reporting, cash management within Fidelity accounts, and investment recording software.

Requirements:

Act at all times in a manner that is consistent with the family's commitment to the highest standards of ethics and best practices of the finest public or private companies.
Advanced written and oral communication skills, strong interpersonal skills to engage with colleagues, third parties, and tax authorities.
Adaptable and analytical thinker, able to work both independently and as part of a team with professionals at all levels.
Intellectual curiosity, initiative, personal organization, motivation, and ownership of one's work.
3-5 years of related tax experience, a minimum of three years of experience in public accounting, and corporate, partnership, trust, and individual income and gift tax preparation knowledge are required.
Candidate must be a licensed CPA or an Enrolled Agent, and a Master of Science in Taxation (MST) is a plus.
Absolute confidentiality regarding corporate and family finances and activities is required, as well as socially interacting in the community with poise and friendliness.

What We Offer:

This is a unique opportunity to join a dynamic team and contribute to the success of Liv Communities LLC. We offer a competitive salary, comprehensive benefits, and opportunities for professional growth and development.

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