Jobs
>
New York City

    Tax Associate - New York, United States - Agreus

    Agreus
    Agreus New York, United States

    1 week ago

    Default job background
    Description
    Tax Associate – Multi Family Office, New York City – PLACED


    Our client is a Manhattan-based multi-family office and is an SEC registered investment advisor that has been providing a wide array of services to its clients for over 20 years.

    The firm provides investment advisory services as well as accounting and tax services to a small, select group of very high net worth individual and family office clients with a total AUM of $5bn+.

    The firm utilizes a complex tiered partnership structure to meet clients' investing and estate planning goals.

    Within this structure, assets are invested in a large variety of vehicles, including private equity funds, hedge funds, and direct managers of stocks and bonds.

    The tax department is responsible for meeting the compliance needs of the tiered structure, all the way through to the end investors.

    The position offers unique and challenging exposure to the taxation of partnerships and their partners, as well as the complexities that stem from investing in alternative assets

    Responsibilities:
    Responsible for the preparation and/or review of tax returns.

    Tax returns to be prepared include:
    Partnerships; Trusts; Individuals; Private Foundations; C-Corporations; S-Corporations; and Gift tax returns.
    Review accounting records and any other applicable financial information that is used as a backup for the returns.
    Prepare schedules to specially allocate tax items to partners in accordance with partnership agreements & IRS regulations.
    Identify and prepare any required disclosures related to foreign transactions and foreign financial assets.
    Research complicated tax matters and present findings in a structured and logical manner.
    Communicate with IRS and state agencies in connection with audits, inquires, and tax notices.

    Additional responsibilities include preparing tax estimates, reviewing payroll tax returns, miscellaneous state and local tax filings, and other ad-hoc accounting projects as needed.


    Qualifications:
    3 – 5 years of relevant tax experience at CPA firm or similar industry experience.
    Strong tax accounting skills with proficiency in federal and state tax compliance. Must have experience with the taxation of complex partnerships, trusts, and individuals.
    Certified Public Accountant or Enrolled Agent preferred.
    Bachelor's degree in Accounting or equivalent required; Master's degree in taxation or equivalent a plus.
    Must be extremely accurate, detailed and organized.
    Technical expertise in researching tax matters
    Excellent written and oral communication skills to be able to impart confidence to clients and other professionals.
    Proficiency in Microsoft Excel and CCH Prosystem fx Tax
    Experience working with accounting software and making journal entries. Must have the ability to learn new software quickly.

    Compensation:
    $120k – $150k base salary plus bonus
    401k
    Health Insurance including dental and vision


    PTO:
    20 vacation + 2 personal + 4 Sick
    If you would like to apply for the role, please send a short cover note and your updated resume to


    REF:
    AGR761
    Send us your CV

    Name

    Email

    Phone

    Message

    Upload your CV

    Upload your CV in either PDF, DOC or DOCX format. Maximum file size 10Mb.

    #J-18808-Ljbffr
  • Grant Herrmann Schwartz & Klinger LLP

    Tax Associate

    6 days ago

    Grant Herrmann Schwartz & Klinger LLP New York, United States

    Our client, Grant, Herrmann, Schwartz, and Klinger LLP specializes in the representation of high-net-worth foreign and domestic clients on all of their US investment activity with a strong focus on tax planning, corporate structuring, trust and estate planning, and real estate. · ...

  • Davis Ward & Hochman, LLP

    Tax Associate

    13 minutes ago

    Davis Ward & Hochman, LLP New York, United States

    We are a growing boutique CPA firm located in Manhattan with a diverse industry practice that specializes in tax advisory and compliance work for high net worth individuals and their businesses. We are seeking an individual with 1-4 years tax experience in public accounting havin ...

  • Also Hire

    Tax Associate

    1 week ago

    Also Hire New York, United States

    **Responsibilities**: · - Tax Compliance: Assist in the preparation of federal, state, and local tax returns for various entities, ensuring accuracy and compliance with applicable laws and regulations. · - Tax Planning: Collaborate with senior tax professionals to devise tax plan ...

  • Paul Hastings

    Ny Tax Associate

    1 week ago

    Paul Hastings New York, United States

    The New York office of Paul Hastings is seeking a 3rd - 4th Year Tax Associate with transactional tax experience in a variety of areas, including mergers & acquisitions, private investment funds, structured credit, real estate transactions and REITs, capital markets, financing an ...

  • PEAR Core Solutions, Inc.

    Tax Associate

    3 days ago

    PEAR Core Solutions, Inc. New York, United States

    Our client, Grant, Herrmann, Schwartz, and Klinger LLP, with offices in New York City & Miami, specializes in the representation of high-net-worth foreign and domestic clients on all of their US investment activity with a strong focus on tax planning, corporate structuring, trust ...

  • Gables Search Group

    Tax Associate

    5 days ago

    Gables Search Group New York, United States

    Seeking a Tax Associate with 3+ years' experience to join ourNew York offices.LL.M preferred in Taxation or Estate Planning.Bar admission in one or more states in which the Firm has an office and where the candidate desires to be resident is required.Strong academic credentials, ...

  • Apollo Inc

    Tax Associate

    6 days ago

    Apollo Inc New York, United States

    Position Overview · Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing str ...

  • Also Hire

    Tax Associate

    3 days ago

    Also Hire New York, United States

    About the job Tax Associate · We're in search of a Tax Associate with at least 3 years of experience to join our team at our New York offices. Preference will be given to candidates with an LL.M in Taxation or Estate Planning. The candidate must hold bar admission in one or more ...

  • SS&C Technologies

    Associate, Tax

    6 days ago

    SS&C Technologies New York, United States

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...

  • Tandym Group

    Tax Associate

    6 days ago

    Tandym Group New York, United States

    A financial services company located in New York City is actively seeking a dedicated and analytical professional to join their staff as their new Tax Associate. · Responsibilities: · The Tax Associate will: · Assist in the review of tax filings and K-1s · Prepare tax estimates ...

  • Buchanan Law

    Tax Associate

    6 hours ago

    Buchanan Law New York, United States

    A prestigious law firm located in New York, renowned for its expertise in tax law and its commitment to providing exceptional legal services to clients across various industries is currently hiring. · Position Overview: · Our client is currently seeking a Tax Associate to join th ...

  • TEEMA

    Tax Associate

    6 days ago

    TEEMA New York, United States

    Job Title: Tax Associate Job ID: 62714 Location: New York, New York Overview: A leading global law firm renowned for its comprehensive transactional tax practice, handling sophisticated work in complex M&A transactions, partnership and joint venture transactions, capital markets, ...

  • The Wilner Group

    Tax Associate or Senior Tax Associate

    4 days ago

    The Wilner Group New York, United States

    07th May, 2024 · The Wilner Group has partnered with a Global Network of accounting firms searching for a State and Local Tax Associate or Senior Tax Associate to add to their team. The individual will work closely with partners, managers and clients while serving as a consultan ...

  • Marathon Asset Management

    Tax Associate

    6 days ago

    Marathon Asset Management New York, United States

    Overview: · Marathon Asset Management is a market and cycle-tested global alternative credit manager founded in 1998 by Bruce Richards (Chief Executive Officer) and Louis Hanover (Chief Investment Officer). The firm manages approximately $22 billion in assets under management ac ...

  • Regal Executive Search

    Tax Associate

    6 days ago

    Regal Executive Search New York, United States

    Job Description · SENIOR ASSOCIATE – TAX · JOB DESCRIPTION · As Senior Associate, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to the activities enumerated below: · Leads and ma ...

  • SS&C

    Associate, Tax

    6 days ago

    SS&C New York, United States

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...

  • RightWorks Inc

    Tax Associate

    6 days ago

    RightWorks Inc New York, United States

    Tax Associate · About the Tax Section · The tax team has a broad transactional tax practice with a focus on M&A, both domestic and cross-border, and on advising investment partnerships, as well as their portfolio companies in a wide range of activities, including fund formation ...

  • International Staff Consulting

    Tax Associate

    5 days ago

    International Staff Consulting New York, United States

    Seeking a Tax Associate with 3+ years' experience to join our New York offices. LL.M preferred in Taxation or Estate Planning. Bar admission in one or more states in which the Firm has an office and where the candidate desires to be resident is required. Strong academic credentia ...

  • PEAR Core Solutions

    Tax Associate

    6 days ago

    PEAR Core Solutions New York, United States

    Our client, Grant, Herrmann, Schwartz, and Klinger LLP, with offices in New York City & Miami, specializes in the representation of high-net-worth foreign and domestic clients on all of their US investment activity with a strong focus on tax planning, corporate structuring, trust ...

  • White & Case

    Associate: Tax

    6 days ago

    White & Case New York, United States

    Firm Summary · White & Case is an elite global law firm serving leading companies, financial institutions and governments worldwide. Our long history as an international firm means we are perfectly placed to help our clients resolve their most complex legal challenges wherever ...