Senior Tax Associate - CPA

A family-owned Commercial Real Estate and Management group in midtown New York wants to add a CPA Senior Tax Associate. The ideal candidate will have experience in preparing and reviewing real estate partnerships, S Corp, C Corp, Trust, and Individual tax returns.

this position is hybrid 4 days onsite and 1 day remote.

send resumes to Jon@jobot.com or apply here directly.

Health
Dental
Vision
401k
PTO
Bonus
hybrid work schedule
competitive base salary between $125k-$135k base

Job Details:

Our firm is seeking an experienced Senior Tax Associate to join our dynamic team in the Accounting and Finance industry. This is a permanent position that offers an exciting opportunity to work with a diverse client base, including real estate partnerships, S corps, C corps, trusts, and individuals. The successful candidate will be responsible for preparing and reviewing tax returns, providing tax planning and consulting services, and maintaining strong relationships with our clients. This position requires a strong knowledge of CCH Prosystem FX Tax/CCH Axcess, financial statement analysis, and tax review procedures.

Responsibilities:

• Prepare and review complex tax returns for individuals, trusts, partnerships, and corporations, including real estate entities.
• Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested.
• Provide tax planning and consulting to our firm’s high net worth clients for estate, wills and trusts, business activities, investments, and other matters.
• Proactively interact with key client management to gather information, resolve tax-related issues, and make tax recommendations.
• Participate in client meetings and collaborate with the tax team to prepare and deliver the final product to the client.
• Maintain up-to-date knowledge of current tax practices and changes in tax law.
• Handle routine client tax questions and work with clients to collect necessary information for tax return completion and compliance.
• Assist in training and mentoring junior staff.
• Work on multiple, complex projects simultaneously in a team-oriented environment.

Qualifications:

• Bachelor's Degree in Accounting or Finance. Master’s Degree or CPA certification is preferred.
• Minimum of 5 years of experience in public accounting with a heavy concentration in tax services.
• Proficiency in CCH Prosystem FX Tax/CCH Axcess.
• Strong experience in real estate tax and real estate partnerships.
• Experience with S corp, C corp, trust, and individual tax returns.
• Strong skills in reviewing financial statements and tax reviews.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects, priorities, deadlines and budgets.
• Ability to work well in a team environment and train staff.
• Ability to foster and maintain professional and productive relationships with clients.
• Strong analytical, research and critical thinking skills.
• Detail-oriented with excellent organizational skills.

This is an excellent opportunity for a motivated, detail-oriented professional to advance their career in a challenging and rewarding environment. Our firm offers a competitive salary, comprehensive benefits, and opportunities for learning and development. If you have the required experience and skills, we want to hear from you. Apply today!