Tax Accountant

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