Tax Analyst: HNW NYC Returns + CPA Path + Excellent Benefits

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

Benefits offered by this job

Medical/dental/vision insurance

401(k)

Life and disability insurance

Paid holidays

Summer Friday hours

Job summary

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

The role emphasizes accurate projections, foreign filings, and responsive notices. The ideal candidate will hold a bachelor's degree in accounting, with CPA or EA preferred or in progress, and 2–6 years of public accounting experience.

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 with public accounting experience preferred.
• Experience using GoSystem Tax, BNA, QuickBooks, CCH Document, IntelliForms and Microsoft Office.

Responsibilities

• Prepare and review federal and state tax returns for high-net-worth individuals with a concentration in NYS and NJ resident filings.
• Prepare and review federal and state tax returns for partnerships, subchapter S, trusts, gifts, and private foundations.
• Prepare and review quarterly tax estimate projections.
• Prepare and review foreign filing disclosures and reports: FBAR, 926, 8621, 8886, 8865.
• Respond to federal and state tax notices.
• Effectively communicate with managers.

Skills

Analytical thinking

Organizational skills

Attention to detail

Communication with managers

Education

Bachelor's degree in Accounting

CPA or EA preferred

Tools

GoSystem Tax

BNA

QuickBooks

CCH Document

IntelliForms

Microsoft Office

Job description

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

The role emphasizes accurate projections, foreign filings, and responsive notices. The ideal candidate will hold a bachelor's degree in accounting, with CPA or EA preferred or in progress, and 2–6 years of public accounting experience.