Job Description

Our client is a single-family office. They seek a Tax Accountant to join their Manhattan, NY office.

Responsibilities

• Support annual tax return preparation and quarterly estimated tax filings
• Input 1099s, K-1s, W-2s, Axys information, and miscellaneous tax data into GoSystem
• Calculate tax estimates and prepare estimated tax vouchers
• Process e-filings for tax returns, extensions, and estimates, including tracking status in FastTax and resolving rejections
• Review source documents for completeness and accuracy before data entry
• Reconcile tax information with financial statements and supporting schedules
• Maintain organized electronic tax workpapers and client documentation
• Coordinate with team members to gather missing tax information and resolve discrepancies
• Monitor filing deadlines and assist with tax calendar management
• Communicate with custodians, clients, and internal departments regarding tax-related requests
• Verify federal and state filing requirements for individuals, trusts, and entities
• Assist with special tax projects and administrative support during peak filing periods

Requirements

• 5-10 years of HNW tax experience
• Family office experience is a plus
• Broad tax experience, including corporate and partnership tax
• Excellent communication skills
• Detail-oriented and highly analytical
• CPA is a plus

JobID: 48252

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