Tax Family Office- Senior Associate
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Job Location:
New York City, NY - USA
Monthly Salary:
$ 120000 - 140000
Posted on:
26 days ago
Vacancies:
1 Vacancy
Job Summary
Are you someone with impeccable attention to detail who thrives in the rule-oriented world of accounting Is organizing financial data a passion like a puzzle you cant wait to solve If yes we believe you would be an outstanding fit on our wealth management team.
Primary Responsibilities
As a Senior Associate in our New Yorkoffice your responsibilities would include the following activities:
Preparation and review of personal business and fiduciary income tax returns including multi-state filings
Preparation and review of tax projections for planning and estimated taxes and other tax planning
Respond to tax notices and assist with tax audits
Tax research and special projects
Review of payroll tax returns and other information tax return filings
Forensic accounting and other financial work for matrimonial actions
Provide business management/financial administration/financial concierge 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)
Review client specific reports including financial statements budgets cash flow and spending reports as well as financial plans
Responsible for developing and maintaining superior client relationships
Interaction with other members of a clients wealth management team
Responsible for all business aspects of client relationships including billing collecting and maintaining profitability
Required Qualifications:
Extensive knowledge of income tax planning financial planning and financial administration
Bachelors degree in Accounting Masters in Tax a plus
CPA license preferred CFP desirable
5 7 years of High Net Worth tax experience with CPA firm or wealth management firm
Extensive experience with preparation and review of individual income tax returns with an emphasis on the taxation of high net worth individuals
Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online versions)
Ability to manage professionals workflow to multitask and meet deadlines
Excellent oral and written communication skills strong organizational skills and attention to detail
Professionalism dependability integrity and trustworthiness combined with a team mentality
Compensation Range:
$120000-$140000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health dental and vision insurance day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.
Required Experience:
Senior IC
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
About Company
ARGI has merged with Cerity Partners. Together, our two firms are stronger than ever.
