Tandym Group
Tax Accountant
Tandym Group, New York, New York, us, 10261
An investment services firm in New York City is currently seeking a new Tax Accountant for a promising opportunity with their growing staff. In this role, the Tax Accountant will be responsible for the preparation of individual, trust, corporate, and employee benefit tax returns.
Responsibilities:
The Tax Accountant will:Advise clients on tax optimization strategies and helps them make smart financial decisions to maximize their long-term savingsEngage and implement client solutions from beginning to end (planning, executing, and completing tax projects)Analyze each client's financial records and prepare tax returns, including returns with varying degrees of complexityUse frequent discretion and independent judgement to make recommendations regarding tax savings opportunitiesProactively interact with clients to gather information, resolve tax related issues and make recommendations for business and process improvementsUnderstanding of tax code, tax law issues, including state and local, and utilize that knowledge to advise clients against potential tax liabilitiesWork with the Tax Partners and Advisory staff to develop timely work products for High Net Worth client basePerform other duties, as neededQualifications:
2+ years of experience in Tax Consulting.Bachelor's Degree in Accounting, Finance, and/or a related fieldStrong skills in Tax Accounting and ComplianceIn-depth knowledge of applicable tax laws, regulations and deadlinesSolid problem solving and time management skillsGreat interpersonal skillsExcellent communication skills (written and verbal)Strong attention to detailHighly organizedDesired Skills:
Proficiency in CCH PROfx, BNA Tax Planner and Microsoft Office suite
Responsibilities:
The Tax Accountant will:Advise clients on tax optimization strategies and helps them make smart financial decisions to maximize their long-term savingsEngage and implement client solutions from beginning to end (planning, executing, and completing tax projects)Analyze each client's financial records and prepare tax returns, including returns with varying degrees of complexityUse frequent discretion and independent judgement to make recommendations regarding tax savings opportunitiesProactively interact with clients to gather information, resolve tax related issues and make recommendations for business and process improvementsUnderstanding of tax code, tax law issues, including state and local, and utilize that knowledge to advise clients against potential tax liabilitiesWork with the Tax Partners and Advisory staff to develop timely work products for High Net Worth client basePerform other duties, as neededQualifications:
2+ years of experience in Tax Consulting.Bachelor's Degree in Accounting, Finance, and/or a related fieldStrong skills in Tax Accounting and ComplianceIn-depth knowledge of applicable tax laws, regulations and deadlinesSolid problem solving and time management skillsGreat interpersonal skillsExcellent communication skills (written and verbal)Strong attention to detailHighly organizedDesired Skills:
Proficiency in CCH PROfx, BNA Tax Planner and Microsoft Office suite