Tax Preparer / Senior Accountant

Employment Type

: Full-Time

Industry

: Miscellaneous



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EMM Wealth, a New York City-based advisory firm provides wealthy individuals and their families with tax compliance and planning, investment advisory, family office and financial planning services. We are seeking a Senior Tax Accountant to join our tax compliance group. The ideal candidate will have strong tax preparation and review skills in the area of high net worth individual income tax returns. A great opportunity to work collaboratively with investment advisers and financial planners in servicing high net worth clients.

Job Description for Senior Tax Accountant

Responsibilities:

· Preparation and review of individual income tax returns including multi-state filings

· Preparation of gift, trust, partnership, corporation and private foundation tax returns

· Preparation of quarterly tax projections, estimated taxes and extensions

· Assist in various services to high net worth individuals, including mortgage applications, insurance matters, RMD analysis and cash flow projections

· Bookkeeping services including general ledger postings, bank reconciliations, write-ups and preparation of financial statements

· Preparation of payroll tax returns and other information filings

· Respond to tax notices and assist with tax audits

· Ability to research tax issues and apply practical tax analysis

· Prepare detailed workpapers

Requirements:

· Bachelor’s degree in Accounting

· CPA required or Enrolled Agent required

· 5+ years of income tax preparation and accounting experience

· Experience with the preparation and review of individual income tax returns with an emphasis on the taxation of high net worth individuals

· Proficient with CCH Prosystems fx/Axcess, BNA Income Tax Planner, QuickBooks, online tax research software and Microsoft Office

· Advanced analytical and tax technical skills

· Must be extremely organized and detailed oriented

· Able to manage workflow, multiple priorities and meet deadlines

· Must be able to work weekends during “busy” season

· Strong verbal and written communication skills

· Interest in learning and expanding income tax skills and expertise


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