Title Tax Reviewer- Family Office
Categories Corporate Positions
Salary $110K – $135K + bonus
Industry Wealth Management

Major responsibilities include, but are not limited to:

  • Review tax returns and income tax projections, estimated tax vouchers, and extension forms
  • Research and answer all related tax questions
  • Process filings for tax forms and related disbursements with taxing authorities
  • Perform analysis of historical financial data in order to prepare clients’ statements including  balance sheets, statement of net worth, income statements, cash flow statements and estate planning summaries
  • Perform retirement planning  analysis
  • Document financial planning projects, charitable calculations, private foundation minimum payout, promissory note payment and  amortization schedules
  • Track and analyze the cost basis of client’s investments
  • Deal with investment portfolio reports, asset allocations and related responsibilities
  • Perform special ad-hoc related analysis per client’s and managements request
Job Information

The ideal candidate will possess:

  • BA/BS degree in Accounting
  • CPA or  parts passed
  • 7+ years of individual tax preparation for HNW clients
  • Experience within a tax department of CPA firm highly preferred
  • Strong computer skills including Microsoft Office, BNA Tax Planner, and tax software programs
  • Strong understanding of tax strategy, planning, accounting and compliance for families
  • Client service orientation.
  • Excellent communication skills, attention to detail and follow through.
  • Strong organizational skills, detailed oriented and highly motivated

All candidates must be authorized to work for any employer in the US

Location New York, NY
Date Posted 07/19/2020
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