Senior Tax Accountant at Jobot
New York, NY 10016
About the Job
Hybrid remote/office schedule! $120,000-$140,000/year
This Jobot Job is hosted by: Andrea Ankarlo
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $120,000 - $140,000 per year
A bit about us:
We are a leading, national registered wealth management consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Why join us?
Job Details
profitability
Qualifications:
*PLEASE SEND ANSWERS TO THE FOLLOWING APPLICATION QUESTIONS TO https://apply.jobot.com/jobs/senior-tax-accountant/1771918814/?utm_source=Monster DIRECTLY AFTER YOU APPLY*
1. How many years of experience do you have in tax accounting?
2. Tell us about your experience working with high-net-worth individuals.
3. Are you experienced with QuickBooks and/or CHH Axcess?
4. This position is a hybrid schedule. Can you be onsite 2-3 days per week in NYC? (Park Ave. area).
5. Why are you looking for a new position at this time?
6. What is your highest level of education?
7. What annual salary range are you targeting?
8. Are you confident that you can perform all necessary job duties listed above?
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Andrea Ankarlo
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $120,000 - $140,000 per year
A bit about us:
We are a leading, national registered wealth management consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Why join us?
- Full benefits
- Hybrid remote/office schedule!
- Competitive pay
Job Details
- Preparation and review of personal, business and fiduciary income tax returns including multi-state filings
- Preparation and review of tax projections for planning and estimated taxes and other tax planning
- Tax research and special projects
- Forensic accounting and other financial work for matrimonial actions
- Provide business management/financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements)
- Review client specific reports including financial statements, budgets, cash flow and spending reports
- Responsible for developing and maintaining superior client relationships
- Interaction with other members of a client’s wealth management team
- Responsible for all business aspects of client relationships including billing, collecting and maintaining
profitability
Qualifications:
- Extensive knowledge of income tax planning, financial planning and financial administration
- Bachelor’s degree in Accounting, Masters in Tax a plus
- CPA license preferred
- 5 – 7 years of High Net Worth tax experience
- Proficiency with CCH Axcess Tax and QuickBooks
*PLEASE SEND ANSWERS TO THE FOLLOWING APPLICATION QUESTIONS TO https://apply.jobot.com/jobs/senior-tax-accountant/1771918814/?utm_source=Monster DIRECTLY AFTER YOU APPLY*
1. How many years of experience do you have in tax accounting?
2. Tell us about your experience working with high-net-worth individuals.
3. Are you experienced with QuickBooks and/or CHH Axcess?
4. This position is a hybrid schedule. Can you be onsite 2-3 days per week in NYC? (Park Ave. area).
5. Why are you looking for a new position at this time?
6. What is your highest level of education?
7. What annual salary range are you targeting?
8. Are you confident that you can perform all necessary job duties listed above?
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
120,000 - 140,000 /year