Tax preparers - New York, NY, United States - Jobot

Description

This Jobot Job is hosted by: Dana Stewart

Leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.

Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Hybrid and flexible scheduling
Preparation and review of individual income tax returns including multi-state filings
Forensic accounting
Preparation and review of tax projections for planning and estimated taxes

Provide business management 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).

Respond to tax notices and assist with tax audits.
Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability.
Extensive knowledge of income tax planning and financial planning
Bachelor's degree in Accounting, Masters in Tax a plus
5 – 7 years of High Net Worth tax experience
Proficiency with CCH Axcess Tax and QuickBooks