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Tax Senior Associate - Wealth Management
Job Description
Tax Analyst - Wealth Management
YOUR IMPACT
Do you have a passion for tax, but want to explore beyond the public accounting environment? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business
HOW YOU WILL FULFILL YOUR POTENTIAL
QUALIFICATIONS
SKILLS & EXPERIENCE WE’RE LOOKING FOR
YOUR IMPACT
Do you have a passion for tax, but want to explore beyond the public accounting environment? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business
HOW YOU WILL FULFILL YOUR POTENTIAL
- Prepare/review personal income tax returns (federal, state and local)
• Preparation/review of specialized tax returns (e.g., FBAR, gift, trust, etc.)
• Forecast taxes, incorporating compensation, household income, deductions and legislative changes
• Assist with withholding adjustments and making quarterly estimated tax payments
• Review tax strategies, such as timing of deductions and charitable planning techniques (donor-advised funds)
• Analyze stock vesting implications, including withholding elections and basis tracking
• Evaluate non-resident state filing requirements
• Provide a seamless experience from tax planning to preparation of annual tax filings
QUALIFICATIONS
SKILLS & EXPERIENCE WE’RE LOOKING FOR
- Bachelor’s degree in accounting required; advanced degree, CPA or EA designation preferred
• Related experience, public or private tax/accounting
• Creative problem solving, research skills
• Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
• Familiarity with tax software programs
• Proficiency in Microsoft Office including Word, Outlook, and Excel
• Clear communicator with strong interpersonal writing/verbal skills
• Detail-oriented, excellent organizational and analytical skills
• Self-starter, highly motivated to personal growth and development
• Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks
• Proficient knowledge of investment and hedge fund partnership taxation a plus
• Understanding of FBAR reporting, PFIC reporting, and other foreign jurisdiction reporting a plus
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