Tax Preparer

Abacus Group; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

Abacus Group is seeking a Tax Preparer for its Manhattan, NY office to service ultra-high-net-worth individuals and related entities, including trusts and estates. You will prepare federal, state, and local returns and coordinate with attorneys and investment managers.

The ideal candidate has a CPA, a bachelor’s degree in accounting, 4+ years of tax experience, strong communication, and analytical skills, and you will handle FBAR/FATCA reporting, gift and estate tax returns, and proactive tax

Qualifications

• Bachelor’s degree in accounting or related field.
• 4+ years of experience preparing taxes for UHNW individuals.
• Experience with trust, gift, and estate tax return preparation and compliance.
• CPA required.

Responsibilities

• Prepare and review federal, state, and local returns for UHNW individuals and related entities.
• Draft fiduciary returns for trusts and estates.
• Prepare gift and estate tax returns (Form 709, 706) and ensure compliance.
• Oversee FBAR (FinCEN 114) and FATCA (Form 8938) reporting.
• Serve as primary client contact and coordinate with external advisors.
• Assist in responding to notices and audit support.
• Identify planning opportunities for charitable giving and wealth transfer.

Skills

Communication skills

Analytical mindset

Education

Bachelor’s degree in accounting or related field

CPA

Job description

Our client is a public accounting firm. They seek a Tax Preparer to join their Manhattan, NY office.

Responsibilities

• Complete and examine federal, state, and local income tax returns for UHNW individuals (Form 1040) and related entities, including partnerships (Form 1065) and S-corporations (Form 1120-S)
• Focus on drafting complex fiduciary income tax returns (Form 1041) for grantor, complex, and charitable trusts and estates
• Compile federal and state gift tax returns (Form 709) and contribute to the preparation of estate tax returns (Form 706)
• Administer compliance for foreign accounts and assets, including FBAR (FinCEN Form 114) and FATCA (Form 8938) reporting
• Evaluate intricate financial records, including investment statements, K-1s, and real estate transactions, to ensure accurate tax treatment
• Act as the primary client contact, delivering timely, clear, and professional communication
• Coordinate with external advisors such as attorneys and investment managers to implement integrated tax strategies
• Resolve client tax matters with authorities, including responses to notices and audit support
• Investigate complex trust, gift, and estate tax issues through technical research and analysis
• Identify proactive planning opportunities, including charitable giving, wealth transfer, and tax-efficient investment strategies while staying current on evolving tax law

Requirements

• Bachelor’s degree in accounting or related field
• 4+ years of experience preparing taxes for UHNW individuals
• Experience with trust, gift, and estate tax return preparation and compliance
• Excellent communication skills
• Highly analytical
• CPA

Job ID #47621

Tagged as: In-Office