High-Net-Worth Tax Associate: Prep & Planning

The Greene Group; City of White Plains (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

A boutique advisory firm in White Plains is seeking a Tax Accountant to prepare tax returns and communicate with clients. The ideal candidate will have over a year of experience in tax preparation and proficiency with accounting software. Responsibilities include identifying tax strategies, ensuring timely filings, and providing excellent client service. This full-time position offers the chance to work in a dynamic financial services environment.

Qualifications

• 1+ year of experience in tax planning, preparation, and advisory services.
• Advanced proficiency with accounting software.
• Exceptional analytical, organizational, and problem‑solving skills.

Responsibilities

• Prepare federal, state, and local tax returns for clients.
• Identify and implement tax planning strategies.
• Communicate with clients for necessary tax information.
• Research tax issues and changes to legislation.
• Ensure timely filing of tax returns and quality standards.
• Assist clients with tax notices and audit inquiries.
• Provide excellent client service through communication.

Skills

Tax planning

Accounting software proficiency

Analytical skills

Communication skills

Tools

Intuit QuickBooks

Microsoft Excel

Job description

A boutique advisory firm in White Plains is seeking a Tax Accountant to prepare tax returns and communicate with clients. The ideal candidate will have over a year of experience in tax preparation and proficiency with accounting software. Responsibilities include identifying tax strategies, ensuring timely filings, and providing excellent client service. This full-time position offers the chance to work in a dynamic financial services environment.