Senior Tax Associate- Wealth Management
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Job Location:
New York City, NY - USA
Monthly Salary:
$ 85000 - 125000
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
As a Senior Tax Associate you will be responsible for preparing and reviewing complex individual tax returns for high-net-worth clients. Your responsibilities will include analyzing financial data to develop actionable recommendations such as estimated tax payment schedules and cash flow planning to meet tax obligations by the filing deadlines. You will ensure clear accurate and proactive communication with clients to support them throughout the tax process. Additionally you will collaborate closely with team members to deliver timely accurate and high-quality tax filings and related deliverables.
Primary Responsibilities:
Prepare and e-file federal and state tax returns including:
Form 1040 with Schedule C and Schedule E
Form 8938 FBAR (Form 114)
Form 1041 990-PF 990-T 709
NYC-202 (UBT)
Analyze and interpret business ledgers and financial reports to create accurate P&L statements for tax reporting.
Interpret executive pay stubs to report income and withholding from equity compensation related to RSUs performance shares imputed income and incorporate details into accurate tax projections.
Prepare multi-state part-year and non-resident tax filings including but not limited to the following:
New York nonresident returns using days in/out analysis and Forms IT-203B and IT-203F
Multi-state nonresident return reporting for alternative investments
Part-Year residency tax returns with nonresident reporting across multiple jurisdictions
Accurately input and reconcile K-1 K-3 and other pass-through entity forms with a focus on complex alternative investment K-1s.
Handle complex tax components including:
Form 1116 (Foreign Tax Credit)
Section 1061 (Carried Interest Rules for taxpayers with Applicable Partnership Interests)
Form 8621 (PFIC Reporting)
Conduct thorough research on complex tax matters and present findings in a clear and actionable format.
Develop customized Excel-based analyses and tax projections including estimated tax payment schedules.
Maintain high standards of communication with clients and internal teams both written and verbal.
Follow through on all tasks to completion ensuring deadlines are consistently met.
Collaborate effectively with the team using tools like ProSeries CCH Axcess Bloomberg Tax Planner DocuSign and Box secure document sharing.
Draft edit and format documents in Microsoft Word Excel and Adobe Editor.
Required Qualifications:
Bachelors degree in Accounting Finance or related field experience.
CPA or Enrolled Agent designation preferred
4-6 years of hands-on experience in tax preparation and filings.
Strong organizational and follow-through skills highly reliable and detail-oriented.
Proven experience understanding and interpreting client data and preparing comprehensive tax schedules.
Exceptional communication skills both verbal and written.
Proficiency with:
Tax software: ProSeries CCH Axcess/ProSystem fx Bloomberg Tax Planner
Productivity tools: Microsoft Office Suite (Word Excel) Adobe Acrobat Editor DocuSign
Proficient in building financial models and customized analyses in Excel with experience creating solutions from the ground up.
In-depth knowledge of executive compensation and tax implications.
Compensation Range:
$85000-$125000
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
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
Financial Management for Individuals, Businesses, and Nonprofits
