Senior Tax Planner

Client: Well-Known Wealth Management Organization Location: Midtown Manhattan Pay: $175,000 + Fully Paid For Benefits (Negotiable) Office Policy: 5 days/week in office Job Description Compliance: Complete and file federal and state income tax returns for individuals. Research: Conduct in-depth tax research to stay current with evolving laws and regulations. Project Management: Create process flows and monitor tax return milestones in coordination with external preparation partners. Documentation: Manage client files, organize workpapers, and maintain lead sheets. Advisory: Effectively communicate tax planning strategies and return results directly to clients. Qualifications Credentials: CPA, EA, JD, or equivalent demonstrated tax expertise is required. Additional certifications are a plus. Experience: Minimum of 2+ years in tax compliance or preparation with a proven track record of managing complex responsibilities. Technical Knowledge: Deep understanding of complex individual tax matters, including: Foreign income and FBAR reporting. Partnership K-1 matters. State tax credits and reciprocity. Real estate reporting. Soft Skills: Exceptional time management skills to prioritize multiple clients and meet strict filing deadlines. Software Proficiency: Experience with professional tax software (e.g., Lacerte, ProConnect) and cloud-based productivity suites. Education: Bachelor’s degree in Accounting, Finance, or a related field. #J-18808-Ljbffr