Tax Accountant

Abacus Group, LLC; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Abacus Group, LLC seeks a Tax Accountant for their Manhattan, NY office. The role focuses on high-net-worth tax preparation, compliance, and coordination with custodians and clients to ensure timely filings.

You will support 1099s, K-1s, W-2s, and Axys input into GoSystem, perform tax estimates, and manage e-filings and calendars during peak periods. A strong background in tax for individuals, trusts, and entities is required.

Qualifications

• 5-10 years of HNW tax experience.
• Family office experience is a plus.
• Broad tax experience, including corporate and partnership tax.

Responsibilities

• Support annual tax return preparation and quarterly estimated tax filings.
• Input 1099s, K-1s, W-2s, Axys information into GoSystem.
• Calculate tax estimates and prepare estimated tax vouchers.
• Process e-filings for tax returns, extensions, and estimates, including tracking status.
• Review source documents for completeness and accuracy before data entry.
• Reconcile tax information with financial statements and supporting schedules.
• Maintain organized electronic tax workpapers and client documentation.
• Coordinate with team members to gather missing tax information and resolve discrepancies.
• Monitor filing deadlines and assist with tax calendar management.
• Communicate with custodians, clients, and internal departments regarding tax-related requests.
• Verify federal and state filing requirements for individuals, trusts, and entities.
• Assist with special tax projects and administrative support during peak filing periods

Skills

HNW tax experience

Tax compliance

Client communication

Tools

GoSystem Tax

Job description

Our client is a single-family office. They seek a Tax Accountant to join their Manhattan, NY office.

Responsibilities

• Support annual tax return preparation and quarterly estimated tax filings
• Input 1099s, K-1s, W-2s, Axys information, and miscellaneous tax data into GoSystem
• Calculate tax estimates and prepare estimated tax vouchers
• Process e-filings for tax returns, extensions, and estimates, including tracking status in FastTax and resolving rejections
• Review source documents for completeness and accuracy before data entry
• Reconcile tax information with financial statements and supporting schedules
• Maintain organized electronic tax workpapers and client documentation
• Coordinate with team members to gather missing tax information and resolve discrepancies
• Monitor filing deadlines and assist with tax calendar management
• Communicate with custodians, clients, and internal departments regarding tax-related requests
• Verify federal and state filing requirements for individuals, trusts, and entities
• Assist with special tax projects and administrative support during peak filing periods

Requirements

• 5-10 years of HNW tax experience
• Family office experience is a plus
• Broad tax experience, including corporate and partnership tax