Senior Tax Associate

KEY RESPONSIBILITIES

• Prepare and review corporate, partnership, estate, and individual tax returns by accurately compiling and analyzing financial information to ensure full compliance with applicable laws and regulations.
• Calculate and allocate multistate income for businesses and individuals, accounting for the specific tax requirements and regulations of each jurisdiction.
• Advise clients on tax planning strategies and tax-efficient practices, helping them optimize financial outcomes and proactively manage future tax obligations.
• Collaborate cross-functionally with internal departments - including CFO and Advisory Services - to deliver integrated, cohesive client solutions.

Qualifications, Skills, and Experience:
• Education: Bachelor's or Master's degree in Accounting, Finance, or related field.
• Experience: 3-5+ years of tax preparation experience in private companies, high


net-worth individuals or trusts within a CPA firm.
• Certifications: CPA preferred
• Tax Related Skills: Well versed in tax for individuals and all entity types (e.g.,


corporate, partnership, estate, non-profit, foreign)
• Skills: Multitasking, independent and team-oriented work, exceptional


organizational and interpersonal skills, excellent communication, initiative, client
service excellence, proficiency in Microsoft Excel and Word, experience with tax
preparation software (especially Thomson Reuters CS products), adept at managing
process flow and deadlines in a fast-paced environment.


Location: Hybrid (New York, NY or Elmsford, NY).