Tax Associate

Our client is a registered investment advisor. They seek a Tax Associate to join their Manhattan, NY office.ResponsibilitiesDraft federal and state individual, trust, and entity income tax returns, including related schedulesCompile and reconcile tax data from financial reports, brokerage statements, Schedule K-1s, and custodial tax packagesSupport quarterly estimated tax calculations and safe harbor projections for individuals, trusts, and entitiesMonitor tax calendars and filing deadlines to track deliverablesUtilize the firm’s tax preparation software and internal portfolio accounting systemsExecute additional duties and plan projects as required to support clients and the teamRequirements1-2 years of tax experience Public accounting experience preferred HNW, partnership, and tax compliance experience preferredExcellent communication skills Tax planning and structuring knowledgeCPA or parts passed is preferredJobID: 48250