Senior Tax Analyst
- Base salary, bonus and excellent benefits
- New York, NY, USA
- Permanent, Full time
- The Forum Group
- 25 Mar 19
Our client, a well regarded ultra high net worth private bank and investment manager seeks to add a talented Tax professional to it's first in class team.
Key responsibilities include:
o Detail review and preparation, including data gathering, of complex U.S. federal, state and local partnership tax returns, partner state composite tax returns, and other miscellaneous returns, including detailed supporting workpapers.
o Detail analysis and reconciliation of tax return supporting documentation and workpapers including book/tax adjustments and firm accounts/transactions to ensure proper treatment of income and expense items for tax purposes.
o Review / preparation of quarterly and year end taxable income projections for the firm and partners, and monthly and year end partnership tax accruals.
o Ensure timely and accurate filing and payment of all associated taxes, fees, and quarterly estimated taxes and withholdings.
o Conduct research of new laws, regulations and rulings and prepare technical tax memorandums.
o Monitor developments in laws to ensure reporting is in compliance with evolving tax laws, regulations and requirements, and assist in evaluating impact, if any, on the firm and partners.
o Assist in implementing tax planning strategies for the firm and partners relating to existing and new structures. Identify new tax savings opportunities.
o Collaborate on tax projects.
o Resolution of notices/issues through correspondence with federal and/or state tax authorities.
o Assist with management of entity tax audits including gathering and preparation of information to respond to tax authority requests, and administrative tasks of the audits.
o Research any tax issues resulting from an audit and any current matters requiring resolution.
o Continue strengthening tax technical skills through professional education and seminars.
o Bachelor's degree in tax or accounting.
o 10+ years relevant job experience, preferably in the tax department of a public accounting firm or financial services company.
o CPA and/or M.S. in tax a plus.
o Extensive experience in preparing and reviewing complex federal and state partnership and composite income tax returns in addition to some review experience.
o Experience with operating partnerships (vs investment partnerships) is preferable.
o Advanced technical and tax accounting skills in the areas of partnership federal and multi-state taxation.
o Proficient in ProSystems tax software and/or FastTax GO, Microsoft Office and internet-based tax research services (CCH, BNA).
o Strong analytical skills and ability to work on projects requiring detailed analysis and documentation.
o Excellent written and oral communication skills.
o Ability to work in a fast-paced multi-tasking environment and prioritize.
o Highly organized and detail oriented.
o Ability to manage and coordinate projects.
o Familiarity with international compliance reporting requirements.
o Ability to have expectation of results based on facts, circumstances and understanding of how certain tax concepts work to recognize potential errors without solely relying on tax preparation software to give a sense of assurance