Tax Sr.

3 weeks ago


New York, United States Robert Half Full time
Job DescriptionJob DescriptionWe are in search of a Tax Sr. - Corporate to join our team in the real estate property and facilities management industry located in New York, New York. The selected candidate will undertake responsibilities related to tax preparation, data entry and management, tax reconciliation, account management, and other related tasks.

Responsibilities:

• Assist with the preparation and filing of various tax returns including individual, partnership, and trust tax returns.
• Manage data entry tasks such as entering financial data into relevant systems and ensure timely updates.
• Prepare IT-204LL filings and ensure their timely submissions.
• Assist in reconciling various financial documents to trial balances and make necessary adjusting journal entries in coordination with the Reporting Manager.
• Prepare and track the filing status of quarterly tax estimates and related vouchers.
• Manage e-filing of tax returns, extensions, and estimates, and prepare paper-filed returns when necessary.
• Maintain basis calculations for partnerships exited during the current year and assist with true-up calculations and related tax forms.
• Analyze new and closed accounts, updating relevant systems, and tracking accounts accordingly.
• Assist with tax information request letters to related parties, follow up on open items, and coordinate with Central Admin as necessary.
• Track and follow up on tax notices and refunds, ensuring proper resolution and refund processing.
• Manage and organize e-file forms with signatures, ensuring that all tax documents are properly scanned and stored.
• Order relevant software, review forms, and ensure proper rollover of returns, including unused gift tax returns.
• Prepare and file amended returns as needed to correct any discrepancies as needed.
• Perform updates and improvements to relevant systems, clean up adjusting journal entries before import, and save system tabs individually after relevant deadlines.
• Handle accounting and reporting responsibilities related to specific entities.
• Perform bank reconciliations during slower tax periods, alternating duties with other team members.
• Obtain EINs for new entities and prepare dissolution forms for closing entities.
• Maintain the loan summary schedule, prepare loan documents as needed, and review the loan schedule annually.
• Prepare pay stubs for specific employees, file appropriate forms for family employees, and manage forms and payroll tax returns.
• Prepare W-2 and W-3 forms for employees and ensure timely filing annually.
• Order and install payroll tax software for specific employees, as well as W-2 and reporting software and forms annually.• Proficiency in CCH ProSystem Fx software for tax management.
• Advanced knowledge of Microsoft Excel for data management and reporting.
• Experience in using QuickBooks for accounting and financial tasks.
• Familiarity with SAP S/4HANA for business process management.
• Ability to create Ad Hoc Reports for specific business queries.
• Understanding of Compliance requirements in the corporate sector.
• Experience in conducting Compliance Audit for tax and financial processes.
• Knowledge of Corporate Income Tax laws and regulations.
• Experience in managing Corporate Tax Compliance to avoid legal issues.
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