HNW Tax Senior Accountant

Position Summary

THE FOCUS IS YOU :

We are looking to add a High-Net-Worth Tax Senior Accountant to help lead and guide our clients, in addition to support our internal leaders with the on-going growth in our Melville, NY office.

As a Tax Senior Accountant, you will be responsible for helping prepare and review financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries.

The Tax Senior Accountant serves to maintain client relationships and act as a liaison between overseeing the work of internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.

• Prepare and review federal, state and local tax returns, extensions and quarterly projections for individual clients, Trusts, and gift tax returns.
• Preparation and review of individual tax compliance forms and working with a dedicated individual tax team.
• Review federal and state tax returns and work of staff and interns and provide feedback, training and mentoring.
• Review tax information supplied by clients and obtain open items.
• Develop tax planning opportunities arising from inbound and outbound cross-border transactions and activities.
• Assist with the coordination of planning, tax work and wrap up.
• Facilitate tax research, and establish tax strategies to client business opportunities.
• Identify and communicate tax issues to clients and Manager.
• Builds client relationships; maintains smooth working relationship with clients.
• Effectively develops, supervises, trains, coaches, and mentor's staff.
• Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.
• Adhere to firm’s policies and procedures.

WHAT WE ARE LOOKING FOR

Experience

• 4+ years in relevant position
• Public accounting or other professional services environment preferred

Education

• Minimum Bachelor’s degree or equivalent technology experience
• Bachelor’s in Accounting (for Audit or Tax)

License / Certification

• Must progress professionally by obtaining relevant certification as soon as possible if certification is not already attained in order to advance
• Must maintain required CPE credits annually

Legal / Compliance

• Must complete acknowledgement of Independence Guidelines and Ethical Standards document
• Governmental engagements require ability to obtain a security clearance from the United States government

WHAT WE OFFER

• Great Culture Team-like culture of a small office with the benefits of a large firm
• Competitive Compensation Based on the role, credentials, and experience
• Comprehensive Benefits We offer group health insurance, dental, vision, 401K, PTO

For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law.

This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications.

A reasonable estimate of the current range for this position is $93,000 to $130,000.

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