Summary:

Our award winning client is currently hiring a Sr. Tax Associate to work in one of their many locations.

Responsibilities:

• Prepare/review personal income tax returns (federal, state and local)
• Preparation/review of ancillary 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
  

Required Skills and Experience:

• 2+ years of experience in public or private tax/accounting
• Bachelor’s degree in accounting required
• CPA or EA designation preferred
• 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