Tax Accountant - Creative Financial Staffing

Tax Accountant - Hybrid Midtown

CFS of New York is working with a growing wealth management firm that is in Midtown Manhattan, and has been in business for over 20 years

About the Company

• The firm provides wealth management services to their clients and have a specific focus for their clients’ interests because they are independently owned
• The Tax department is substantially growing, and this person will have an input on how certain tax processes should be conducted
• A unique opportunity to have a different experience with tax returns, the hands-on work you do with clients, and being apart of a helpful team. They love to promote from within
• They acquired 10 Technology companies at the start of 2022 and are poised to continue to grow
• Recently selected by Forbes as “Best In-State Wealth Advisors”

“Everyone here is very friendly and helpful”

“I learned a lot during my time here in the Accounting & Tax department”

What the Tax Accountant will do…

• Preparation of federal, international and state tax returns
• Calculate tax provisions and maintain tax disclosures under US GAAP
• Assist with income tax accounting (ASC 740) including the preparation of half-year and full-year tax provisions, calculation of the effective tax rate, and assisting with the annual financial audit
• Research tax law for tax compliance, taxability issues and special projects; prepare relevant memos that analyze statutes, regulations, rulings, case law, and other relevant authority
• Coordinate, assist, and provide guidance for tax audit defense and tax compliance notices including corresponding with governing agencies during the process

What the company needs in a Tax Accountant:

• Bachelor’s Degree in Accounting or related
• Prior experience in federal, state, and local taxes
• Experience with tax systems such as CCH or Prosystems a plus
• Strong technical skills
• Highly motivated individual