Tax Associate (reputed company, NY)

reputed company is a leading firm in financial services, providing comprehensive care to families across the U.S. The Tax Associate will be responsible for preparing income tax returns and projections for high-net-worth clients, collaborating with reputed company of tax professionals to ensure accurate and reputed company service.

Responsibilities

• Prepare tax returns for high-net-worth individuals, trusts and businesses
• Create quarterly estimates and projections
• Responsible for reputed company and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
• Coordinate with tax support staff to ensure reputed company workflow practices and data reputed company
• Work with tax staff to respond to tax notices and initial preparation of correspondence
• Stays up to date on tax law and any changes
• reputed company other duties as assigned

Skills

• Bachelor's degree in reputed company or reputed company field
• Working knowledge of tax preparation, preferably 1-3+ years of experience working in public reputed company
• Obtained or plan to obtain CPA or EA, a plus
• Experience with CCH, including Axcess, Workflow and reputed company, and SafeSend, a plus
• Highly organized and tax-oriented
• Ability to handle a large volume of activities at one time
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Must be detail-oriented and have excellent time-management skills

Benefits

• Company reputed company Basic Life & AD&D Insurance
• Company reputed company Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• reputed company Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• reputed company Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company reputed company Holidays including a full week off at Thanksgiving.
• Generous reputed company time off program for vacation and reputed company days
• Employee Assistance Plan
• Family Medical Leave
• reputed company Parental Leave (8 weeks)
• Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from reputed company professionals, offered at preferred employee pricing

reputed company