Tax Senior Associate - Wealth Management

Tax Analyst - Wealth Management YOUR IMPACT Do you have a passion for tax, but want to explore beyond the public accounting environment? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business HOW YOU WILL FULFILL YOUR POTENTIAL Prepare/review personal income tax returns (federal, state and local) • Preparation/review of specialized tax returns (e.g., FBAR, gift, trust, etc.) • Forecast taxes, incorporating compensation, household income, deductions and legislative changes • Assist with withholding adjustments and making quarterly estimated tax payments • Review tax strategies, such as timing of deductions and charitable planning techniques (donor-advised funds) • Analyze stock vesting implications, including withholding elections and basis tracking • Evaluate non-resident state filing requirements • Provide a seamless experience from tax planning to preparation of annual tax filings QUALIFICATIONS SKILLS & EXPERIENCE WE’RE LOOKING FOR Bachelor’s degree in accounting required; advanced degree, CPA or EA designation preferred • Related experience, public or private tax/accounting • Creative problem solving, research skills • Able to manage conflicting priorities, deadline-based tasks and simultaneous projects • Familiarity with tax software programs • Proficiency in Microsoft Office including Word, Outlook, and Excel • Clear communicator with strong interpersonal writing/verbal skills • Detail-oriented, excellent organizational and analytical skills • Self-starter, highly motivated to personal growth and development • Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks • Proficient knowledge of investment and hedge fund partnership taxation a plus • Understanding of FBAR reporting, PFIC reporting, and other foreign jurisdiction reporting a plus