Tax Associate

Landing Point; New York (NY); Presencial; USD 79 000 - 115 000; Tempo integral

Resumo da oferta

Landing Point is a leading fee-only wealth management firm in the United States seeking a dedicated Tax Associate to join its Tax Practice. You will provide planning and compliance services for high-net-worth individuals and families, focusing on timely preparation of returns and proactive tax planning.

The role requires a CPA or progress toward licensure, 1–3 years of tax experience (Big 4 preferred), and strong knowledge of tax regulations.

Qualificações

• BA/BS in Accounting required; Master’s in Taxation or Accountancy preferred.
• Active CPA license or pursuing CPA license preferred.
• 1–3 years tax preparer experience; Big 4 experience preferred.
• Solid knowledge of accounting and tax laws/regulations.
• Experience in preparing individual, trust, and business returns.
• Proficient with MS Word, Excel, Outlook and tax software.

Responsabilidades

• Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis.
• Review tax source documents and data for accuracy.
• Conduct tax research to support planning and compliance efforts.
• Stay current on new tax legislation and reform.
• Assist with handling Federal and State tax notices.
• Maintain organized tax files with supporting documents.
• Input financial records into tax return software/databases.
• Analyze tax data to maximize client outcomes.
• Support tax planning for clients and Tax team.

Conhecimentos

Tax preparation

Tax research

Tax planning

Client tax analysis

Formação académica

Bachelor in Accounting

Master of Taxation / Accountancy preferred

Ferramentas

MS Word

MS Excel

Outlook

CCH Axcess

Descrição da oferta de emprego

Company Overview

A leading integrated, fee-only RIA in the United States, it delivers a differentiated wealth management experience through a unique partnership model. They are seeking a dedicated Tax Associate to join their Tax Practice, providing planning and compliance services to high-net-worth individuals and families.

Company Overview

A leading integrated, fee-only RIA in the United States, it delivers a differentiated wealth management experience through a unique partnership model. They are seeking a dedicated Tax Associate to join their Tax Practice, providing planning and compliance services to high-net-worth individuals and families.

Job Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis
• Review tax source documents and data pushed through OCR for accuracy
• Conduct tax research to support tax planning and compliance efforts
• Stay current on new tax legislation and tax reform
• Assist with handling Federal and State Tax notices
• Maintain detailed and organized tax files, including documenting all relevant information and supporting documents for tax returns
• Collect and input relevant financial records into tax return software or databases
• Analyze tax data submitted by clients to maximize the outcome for the client
• Support the tax planning process for clients and members of the Tax team

Qualifications

• BA/BS degree in Accounting from an accredited college/university required; Master’s in Taxation or Accountancy preferred
• Active CPA license or seeking CPA license preferred
• 1 to 3 years of prior work experience as a tax preparer preferred; Big 4 experience preferred
• Solid accounting knowledge and knowledge of tax laws and regulations
• Experience in preparing individual, trust, and business tax returns
• Proficient in MS Word, Excel, Outlook, and tax applications (e.g., CCH Axcess)

Compensation

Salary: $79,000 – $115,000, Plus Bonus

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