Senior Tax Accountant

WhiteCap Workforce Solutions; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

WhiteCap Workforce Solutions client in New York is seeking a Senior Tax Accountant to prepare and review complex federal and state returns for high-net-worth individuals, families, and business owners. The role also supports planning and advisory engagements across diverse client matters.

The position is hybrid in New York, offering exposure to partnerships, S & C corporations, trusts, and fiduciary entities, with plenty of opportunity for technical growth and client interaction.

Qualifications

• Bachelor's degree in Accounting or related field.
• 3 years of public accounting or relevant tax accounting experience.
• CPA license or progress toward CPA preferred.
• Experience preparing complex individual and business tax returns.

Responsibilities

• Prepare and review complex individual federal and state income tax returns for high-net-worth individuals, families, and business owners.
• Prepare and review partnership, S Corporation, and C Corporation tax returns for privately held businesses and investment entities.
• Prepare tax returns for trusts, foundations, and other fiduciary entities.
• Assist with gift tax returns and related estate and family wealth planning matters.
• Prepare individual and business tax projections, estimated tax calculations, and supporting schedules.
• Assist with tax planning strategies for high-net-worth individuals, families, entrepreneurs, and closely held businesses.
• Work with family offices and investment partnerships on complex tax compliance and reporting matters.
• Research tax issues and identify opportunities to improve tax efficiency and compliance.
• Coordinate with clients to obtain financial information, resolve questions, and ensure accurate and timely filings.
• Support managers and partners with client engagements, tax research, and special projects.

Skills

Public accounting experience

Tax proficiency

Communication skills

Analytical skills

Education

Bachelor's degree in Accounting

Job description

Our client is a well-established, mid-sized public accounting firm specializing in providing tax, accounting, and advisory services to privately held businesses, entrepreneurs, and high-net-worth individuals and families. The firm works closely with business owners, family offices, and closely held businesses, providing sophisticated tax planning, compliance, and financial guidance.

The Senior Tax Accountant will play an important role in preparing and reviewing complex tax returns while supporting tax planning and advisory engagements across a diverse client base. This is an excellent opportunity for an experienced tax professional looking to expand their technical knowledge and gain exposure to sophisticated individual, business, trust, and investment-related tax matters.

Located in the vibrant city of New York, NY, this hybrid position offers the perfect blend of professional growth and work-life balance.

Our client is a well-established, mid-sized public accounting firm specializing in providing tax, accounting, and advisory services to privately held businesses, entrepreneurs, and high-net-worth individuals and families. The firm works closely with business owners, family offices, and closely held businesses, providing sophisticated tax planning, compliance, and financial guidance.

The Senior Tax Accountant will play an important role in preparing and reviewing complex tax returns while supporting tax planning and advisory engagements across a diverse client base. This is an excellent opportunity for an experienced tax professional looking to expand their technical knowledge and gain exposure to sophisticated individual, business, trust, and investment-related tax matters.

Located in the vibrant city of New York, NY, this hybrid position offers the perfect blend of professional growth and work-life balance.

Key Responsibilities

• Prepare and review complex individual federal and state income tax returns for high-net-worth individuals, families, and business owners.
• Prepare and review partnership, S Corporation, and C Corporation tax returns for privately held businesses and investment entities.
• Prepare tax returns for trusts, foundations, and other fiduciary entities.
• Assist with gift tax returns and related estate and family wealth planning matters.
• Prepare individual and business tax projections, estimated tax calculations, and supporting schedules.
• Assist with tax planning strategies for high-net-worth individuals, families, entrepreneurs, and closely held businesses.
• Work with family offices and investment partnerships on complex tax compliance and reporting matters.
• Research tax issues and identify opportunities to improve tax efficiency and compliance.
• Coordinate with clients to obtain financial information, resolve questions, and ensure accurate and timely filings.
• Support managers and partners with client engagements, tax research, and special projects.

Qualifications

• Bachelor's degree in Accounting or a related field.
• 3 years of public accounting or relevant tax accounting experience.
• Experience preparing complex individual and business tax returns.
• Exposure to partnership, S Corporation, C Corporation, and fiduciary tax returns.
• Knowledge of high-net-worth individual taxation, trusts, foundations, and investment partnerships is a plus.
• Strong understanding of federal and state tax regulations and tax compliance requirements.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written and verbal communication skills with the ability to interact professionally with clients.
• CPA license or progress toward CPA certification preferred.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.