Senior Tax Accountant

Job Description

Coda Search is partnering with a prominent financial services firm that is seeking a Senior Tax Accountant to join their growing team in Midtown, NY. With over $4BN in AUM and rapid expansion, this firm offers a collaborative and dynamic environment with a strong emphasis on work-life balance.

As a Senior Tax Accountant, you will be a key member of the 5-person tax team, responsible for reviewing external tax consultants' work and managing your own portfolio of partnership, S-corp, C-corp, trust, and individual tax returns. This role offers the opportunity to gain diverse tax exposure while working in a firm that values both professional growth and personal well-being.

Responsibilities:

Review tax returns prepared by external tax consultants, ensuring accuracy and compliance

Prepare and manage a combination of partnership, S-corp, C-corp, trust, and individual tax returns

Assist with tax planning and compliance for high-net-worth individuals and business entities

Conduct tax research and provide recommendations on complex tax issues and regulatory changes

Maintain and reconcile tax accounts, ensuring proper documentation and record-keeping

Collaborate with internal teams and external advisors on tax strategy, compliance, and reporting

Assist in responding to tax notices, audits, and inquiries from federal, state, and local tax authorities

Identify and implement process improvements to enhance efficiency in tax preparation and reporting

Qualifications:

Bachelor’s degree in Accounting, Finance, or a related field

2.5+ years of tax experience, preferably in a financial services or public accounting environment

Strong Excel skills (proficiency in VLOOKUPs, pivot tables, and data analysis)

Prior experience with partnership and corporate tax returns (S-corps, C-corps, trusts, and individual filings)

Excellent communication and presentation skills, with the ability to interact effectively with internal teams and external consultants

Strong analytical skills and attention to detail, with the ability to manage multiple tax filings and deadlines