Senior Tax Analyst

LevelUP HCS; New York (NY); On-site; USD 125,000 - 145,000; Full time

Job summary

Join a forward-thinking finance house as a Senior Tax Analyst, where you will play a crucial role in preparing complex tax returns for high-net-worth individuals. This position offers an exciting opportunity to engage with partners, manage tax audits, and research new tax laws. In a dynamic and fast-paced environment, your skills in tax preparation and communication will be invaluable. This innovative firm values detail-oriented professionals who thrive in multi-tasking settings and are eager to contribute to tax planning strategies. If you're ready to elevate your career in tax analysis, this is the perfect opportunity for you.

Qualifications

• 8-12+ years of tax experience, preferably in accounting firms.
• Knowledge of federal and state personal income taxes.

Responsibilities

• Preparation of individual and trust tax returns.
• Research complex tax issues and communicate tax-saving opportunities.

Skills

Tax Preparation

Tax Research

Communication Skills

Detail-Oriented

Organizational Skills

Education

BA/BS degree

MS in Tax

Tools

Pro-systems

BNA tax software

Job description

3 weeks ago Be among the first 25 applicants

This range is provided by LevelUP HCS. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $145,000.00/yr

Join us as a Senior Tax Analyst!

A private client within a finance house is currently recruiting a Senior Tax Analyst to join the Controllers function supporting the tax department. In this role, the Senior Tax Analyst is mainly responsible for the preparation of complex high net-worth individual tax returns for the firm’s partners; preparation and maintenance of detailed workpapers; written and oral communication with partners regarding personal tax matters; communication with tax authorities and responding to tax inquiries as well as handling individual tax audits; preparation of certain entity level federal, state and local tax returns.

Key Responsibilities:

Tax Preparation

• Preparation of individual partner tax returns (form 1040) and trust tax returns (form 1041) including gathering and analysis of data.
• Preparation of quarterly estimated tax forms.
• Preparation of various business-related tax returns/forms (i.e., sales & use tax returns, business property tax returns, other partnership/entity level tax forms or schedules)
• Preparation of year-end tax projections.
• Preparation of quarterly and year-end tax accruals.
• Ensure timely and accurate filing and payment of all associated taxes, estimated taxes, and withholdings.
• Assist in researching and implementing tax planning ideas for the partners.

Tax Research

• Research complex tax issues.
• Research and analyse impact of new tax laws, regulations, and rulings.
• Responsibility for various special tax projects.
• Ability to communicate new tax saving opportunities or tax law changes.

Other Ad-hoc tasks:

• Reviewing basic to moderate level tax returns.
• Resolution of notices/issue through correspondence with federal and/or state tax authorities.
• Assist with management of partner tax audits including gathering and preparation of information to respond to tax authority requests, and administrative tasks of audits.
• Research tax issues resulting from audits and any current matters requiring resolution.

Qualifications:

• 8-12+ years of tax experience (accounting firm experience highly preferred).
• BA/BS degree required (MS in Tax preferred).
• Knowledge of federal, state, and local personal income taxes, non-resident withholding taxes for high-net-worth individuals.
• Strong knowledge of Pro-systems and BNA tax software.
• Knowledge of Partnership Tax and Corporate Tax.
• Excellent written and oral communication skills.
• Ability to work in a fast-paced multi-tasking environment.
• Organized and detail oriented.

Salary Range

$125,000-$145,000

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst and Finance

• Industries

  Financial Services and Investment Banking

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