High-Net-Worth Tax Analyst (NY/NJ)

Kforce Inc; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

Kforce is seeking a Tax Analyst in New York City to prepare and review federal and state returns for high-net-worth individuals with NYS/NJ filings, and to handle partnerships, trusts, and private foundations.

The role requires strong analytical and organizational skills, a Bachelor's in Accounting, and CPA or EA preferred; experience with GoSystem, QuickBooks, and MS Office is expected.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA or EA preferred, or actively pursuing licensure.
• 2–6 years of experience preparing and reviewing returns in the high-net-worth space; public accounting preferred.
• Experience using GoSystem tax software, BNA, QuickBooks, CCH Document, IntelliForms and MS Office.

Responsibilities

• Prepare and review federal and state tax returns for high-net-worth individuals with NYS and NJ resident filings.
• Prepare and review federal and state tax returns for partnerships, S corporations, trusts, gifts, and private foundations.
• Prepare and review quarterly tax estimate projections.
• Prepare and review FBAR, 926, 8621, 8886, 8865 disclosures.

Skills

Analytical skills

Organizational skills

Education

Bachelor's degree in Accounting or related field

Tools

GoSystem

BNA income tax planner

QuickBooks

CCH Document

IntelliForms

Microsoft Office

Job description

Kforce is seeking a Tax Analyst in New York City to prepare and review federal and state returns for high-net-worth individuals with NYS/NJ filings, and to handle partnerships, trusts, and private foundations.

The role requires strong analytical and organizational skills, a Bachelor's in Accounting, and CPA or EA preferred; experience with GoSystem, QuickBooks, and MS Office is expected.