Tax Planner (CPA/EA) - FinTech Wealth Planning

Range; New York (NY); Presencial; USD 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive health coverage

401k plan

Technology allowance

PTO

Top of Market Pay

Paid parental leave

In-person team & company events

Descripción de la vacante

A leading wealth management firm is seeking a skilled Tax Planner to provide expert tax planning and compliance services. Candidates should have a CPA or EA designation and at least 2 years of experience in tax compliance. The role involves preparing individual tax returns, conducting tax research, and collaborating with Certified Financial Planners. Benefits include comprehensive health coverage, 401k plan, technology allowance, and top-market pay. This position requires relocation to New York City or McLean offices.

Formación

• Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise required.
• Minimum of 2+ years of experience in tax compliance or preparation.
• Knowledge of complex individual tax situations including foreign income reporting.

Responsabilidades

• Complete and file income tax returns for individuals.
• Conduct tax research and stay updated with evolving tax regulations.
• Manage client files and organize workpapers.

Conocimientos

Tax compliance

Tax preparation

Time management

Software proficiency in LaCerte and Proconnect

Educación

Bachelor's degree in accounting, finance or related field

Herramientas

LaCerte

Proconnect

Google Workspace

Descripción del empleo

A leading wealth management firm is seeking a skilled Tax Planner to provide expert tax planning and compliance services. Candidates should have a CPA or EA designation and at least 2 years of experience in tax compliance. The role involves preparing individual tax returns, conducting tax research, and collaborating with Certified Financial Planners. Benefits include comprehensive health coverage, 401k plan, technology allowance, and top-market pay. This position requires relocation to New York City or McLean offices.