- Preparation/review of specialized 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
- Related experience, public or private tax/accounting
- 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
-
Tax Senior Associate
3 weeks ago
Regal Executive Search, LLC Deerfield, United StatesTax Analyst - Wealth Management YOUR IMPACT Do you have a passion for tax, but want to explore beyond the public accounting environment? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced Senior, Tax, Wealth, Managemen ...
-
Tax Senior Associate
3 weeks ago
Spartan Placements, LLC Deerfield, United StatesJob Description · Job Description · Job description · JOB PROFILE · We seek a Senior Tax Associate with 3-5 years of tax experience to join our dynamic team. · This position can be worked completely remote. Less Billable hours allow candidates work life balance. · Our practice ...
-
Tax Senior Associate
3 weeks ago
Spartan Placements LLC Deerfield, United StatesJob description · JOB PROFILE · We seek a Senior Tax Associate with 3-5 years of tax experience to join our dynamic team. · This position can be worked completely remote. Less Billable hours allow candidates work life balance. · Our practice is diverse, and our clients include ...
-
Senior Associate
1 week ago
LerroSarbey PLLC Boca Raton, United StatesJob Description · Job DescriptionLerroSarbey is a full service certified public accounting and advisory firm with over 30 years of experience providing a full spectrum of services. These services include traditional tax and accounting services, financial statement attestation, ri ...
-
Audit Senior Associate
3 weeks ago
Spartan Placements LLC Deerfield, United StatesBasic Requirements: · •Bachelor's degree in Accounting · •CPA or CPA Candidate · •2-5 years of public accounting experience · Benefits: · •Competitive salary · •Bonus program · •Casual dress code · •Excellent medical, dental, vision, disability, and life insurances · •Ge ...
-
Audit Senior Associate
3 weeks ago
Spartan Placements, LLC Deerfield, United StatesJob Description · Job Description · Basic Requirements: · Bachelors degree in Accounting · CPA or CPA Candidate · 2-5 years of public accounting experience · Benefits: · Competitive salary · Bonus program · Casual dress code · Excellent medical, dental, vision, disability, and ...
-
Senior Associate Director
3 weeks ago
National Jewish Health Deerfield, United StatesNational Jewish Health - Chicago Regional Developm · Identify, cultivate and solicit donors and prospects capable of giving major, planned, capital, endowment, annual or event support. Works with Trustees or other volunteers and creates and implements strategies for donor cultiva ...
-
Senior Tax Associate
3 weeks ago
KSDT CPA Boca Raton, United StatesJob Description · Job Description Salary: · We seek highly motivated individuals who not only want real career advancement but wish to contribute to our cool culture and rapid growth. We have a fun, creative environment with a truly open door policy. Our culture supports full ac ...
-
Audit Senior Associate
4 days ago
Kabat, Schertzer, De La Torre, Taraboulos & Co. Boca Raton, United StatesMiami, Florida OR Weston, Florida OR Boca Raton, Florida · Are you a motivated accounting professional seeking career advancement and the chance to contribute to our cool culture and rapid growth? We have a fun and creative environment with sincere partners and an open door poli ...
-
Audit Senior Associate
3 weeks ago
Kabat, Schertzer, De La Torre, Taraboulos & Co. Boca Raton, United StatesMiami, Florida OR Weston, Florida OR Boca Raton, Florida · Are you a motivated professional seeking career advancement and the chance to contribute to our cool culture and rapid growth? We have a fun and creative environment with sincere partners and an open door policy. Our cul ...
-
Audit Senior Associate
1 week ago
KSDT CPA Boca Raton, United StatesJob Description · Job DescriptionSalary: · Miami, Florida OR Weston, Florida OR Boca Raton, Florida · Are you a motivated accounting professional seeking career advancement and the chance to contribute to our cool culture and rapid growth? We have a fun and creative environment ...
-
Tax Senior Associate
1 week ago
FORVIS, LLP Boca Raton, United StatesTax Senior Associate · Location: Boca Raton, FL, USA · Apply · Company Profile: · At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. Th ...
-
Senior Finance Associate
3 weeks ago
Spyglass Partners LLC Boca Raton, United StatesSenior Finance Associate · Direct Hire · Boca Raton, FL · Onsite · Must have 3 years of experience in financial accounting · Other core skills · Experience with clients in the Financial Services sector at the Big 4 firms · CPA preferred · Experience with day-to-day accoun ...
-
Senior Associate Director
3 weeks ago
National Jewish Health Boca Raton, United StatesAs the leading respiratory research and treatment hospital in the nation, 125-year-old National Jewish Health is pioneering a new era of groundbreaking research and clinical care. By combining our efforts in comprehensive care, academic education, and ground-breaking research, we ...
-
Senior Tax Associate
3 weeks ago
Kabat, Schertzer, De La Torre, Taraboulos & Co. Boca Raton, United StatesWe seek highly motivated individuals who not only want real career advancement but wishto contribute to our cool culture and rapid growth. We have a fun, creative environment with a truly open door policy. Our culture supports full access to our partners for your learning and dev ...
-
Senior Tax Associate
1 week ago
KSDT CPA Boca Raton, United StatesJob Description · Job DescriptionSalary: · We seek highly motivated individuals who not only want real career advancement but wish to contribute to our cool culture and rapid growth. We have a fun, creative environment with a truly open door policy. Our culture supports full acc ...
-
Tax Senior Associate
1 week ago
CohnReznick Boca Raton, United StatesOpportunity ID · 7007 · Department(s) · Tax · Location(s) · Boca Raton · Function · Tax · Job description · As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, ...
-
Senior Sales Associate
7 hours ago
Orangetheory Boca Raton, United StatesOrangetheory - JobID: [Guest Service / Front Desk] As a Senior Sales Associate at Orangetheory, you'll: Greet everyone who enters the studio with enthusiasm, energy and knowledge; Work at the front desk which includes answering phones and talking to members among other tasks; Giv ...
-
Senior Sales Associate
2 weeks ago
Orangetheory Boca Raton, United StatesOrangetheory - JobID: [Guest Service / Front Desk] As a Senior Sales Associate at Orangetheory, you'll: Greet everyone who enters the studio with enthusiasm, energy and knowledge; Work at the front desk which includes answering phones and talking to members among other tasks; Giv ...
-
Tax Senior Associate
1 week ago
CohnReznick Boca Raton, United StatesAs CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do · We currently have an excit ...
Tax Senior Associate - Deerfield, United States - Regal Executive Search
Description
Tax Senior Associate - Wealth ManagementJob Description
Tax Analyst - Wealth Management
YOUR IMPACT
Do you have a passion for tax, but want to explore beyond the public accounting environment? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business
HOW YOU WILL FULFILL YOUR POTENTIAL
Prepare/review personal income tax returns (federal, state and local)
QUALIFICATIONS
SKILLS & EXPERIENCE WE'RE LOOKING FOR
Bachelor's degree in accounting required; advanced degree, CPA or EA designation preferred
Related Jobs:
Vice President, Financial Due Diligence
Chicago, IL
Transaction Advisory Associate
Chicago, IL
SEC Audit Manager - Regulator
Chicago, IL
Login
to save this search and get notified of similar positions.
#J-18808-Ljbffr