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    Tax Senior- High Net Worth - New York, United States - The Eppolito Group, Inc.

    The Eppolito Group, Inc.
    The Eppolito Group, Inc. New York, United States

    1 week ago

    Default job background
    Description
    National CPA firm in NYC seeks Tax Senior with strong HNW experience to join their growing Wealth Management Division

    Description:

    Major responsibilities include, but are not limited to:
    Prepare tax returns and income tax projections, estimated tax vouchers, and extension forms
    Research and answer all related tax issues
    Process filings for tax forms and related disbursements with taxing authorities
    Perform analysis of historical financial data in order to prepare clients' statements including balance sheets, statement of net worth, income statements, cash flow statements and estate planning summaries
    Document financial planning projects -charitable calculations, private foundation minimum payout, promissory note payment and amortization schedules
    Track and analyze the cost basis of client's investments
    Perform special ad-hoc related analysis per client's and managements request
    Job Information


    The ideal candidate will possess:
    CPA or parts passed
    3- 6 years of individual tax preparation for HNW clients
    Experience within the tax department of a CPA firm highly preferred
    Strong computer skills including Microsoft Office, BNA Tax Planner, and tax software programs preferred
    Strong understanding of tax strategy, planning, accounting and compliance for HNW families
    Client service orientation.
    Excellent communication skills, attention to detail and follow through.
    Strong organizational skills, detailed oriented and highly motivated
    All candidates must be authorized to work for any employer in the US
    The Eppolito Group, Inc.
    521 5th Avenue, Suite 1700
    New York, NY 10175
    T)
    F)

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