Staff Accountant I - Tax

Ultimus Leverpoint•Clifton Park, NY

About The Position

The Staff Accountant I (Tax) is responsible for preparing federal and state income tax returns for private equity and venture capital fund clients. These engagements primarily involve partnership and corporate income tax returns, along with supporting a variety of tax compliance and reporting requirements. Additional responsibilities may include assisting with periodic reporting obligations, regulatory filings, and other tax-related deliverables required by clients. This role works closely with clients, internal accounting teams, and other members of the Tax Team to gather information, resolve outstanding items, and ensure the timely and accurate completion of tax engagements. The Staff Accountant I (Tax) is expected to develop a foundational understanding of the Tax Team's processes, procedures, and workflows while building technical tax knowledge and applying fundamental tax concepts in the preparation of client deliverables. Success in this position requires strong analytical and organizational skills, attention to detail, a commitment to delivering quality client service, and the ability to effectively manage multiple assignments in a deadline-driven environment. The Staff Accountant I (Tax) is also encouraged to continuously expand technical knowledge through training, professional development, and practical experience.

Requirements

Possesses a strong understanding of tax accounting principles, methodologies, procedures, and internal controls, with the ability to exercise sound judgment in analyzing, interpreting, and applying relevant information.
Demonstrates exceptional client service skills, including the ability to understand clients’ business objectives, anticipate their needs, and develop and maintain strong client relationships.
Exhibits a high level of professionalism, dedication, and motivation in delivering exceptional client service and performing assigned responsibilities.
Demonstrates strong organizational and prioritization skills, including the ability to coordinate and support the work of other team members as needed.
Possesses strong technical and computer skills, including proficiency in Microsoft Office Suite and other business applications.
Effectively provides team members and other stakeholders with information, training, guidance, and support as needed.
Demonstrates strong research, analytical, interpretive, and problem-solving abilities.
Maintains a high degree of accuracy and attention to detail in all aspects of work.
Demonstrates effective time management, multitasking, planning, and organizational skills, with the ability to manage multiple priorities and deadlines simultaneously.
Communicates professionally and effectively, both verbally and in writing, with current and prospective clients, colleagues, and other stakeholders.
Thrives in a fast-paced environment and consistently delivers high-quality work while managing competing priorities and meeting established deadlines.

Nice To Haves

Advanced degree (MBA or MSA) in Accounting or related field strongly preferred
Certified Public Accountant (CPA) license or Enrolled Agent (EA) certification is preferred

Responsibilities

Collect and organize information required for tax engagements under the direction of the Tax Senior or Tax Manager.
Prepare detailed tax workpapers in accordance with firm standards, ensuring accuracy, completeness, and adherence to established procedures.
Utilize tax preparation software to prepare federal and state income tax returns, as well as other required filings and client deliverables.
Keep the Tax Senior and Tax Manager informed regarding the status of assigned work, outstanding issues, and overall project progress.
Process tax filings, including the submission, monitoring, and tracking of electronically filed returns.
Maintain tax department filing and tracking systems, ensuring engagement documentation is organized, complete, and up to date.
Participate in special projects and other initiatives as assigned.
Possesses a foundational understanding of tax principles and concepts, with the ability to exercise sound judgment in analyzing, interpreting, and applying tax-related information.
Demonstrates strong client service skills, including the ability to understand clients’ business needs and develop and maintain positive client relationships.
Exhibits a high level of professionalism, dedication, and motivation in delivering quality client service and performing assigned responsibilities.
Demonstrates strong organizational skills, attention to detail, and the ability to effectively prioritize workload while providing timely information, guidance, and support to team members and other stakeholders.
Ability to manage multiple assignments and adapt to changing priorities in a fast-paced, deadline-driven environment.
Continuously enhances technical and professional knowledge through continuing education, participation in internal company and team training programs, professional networking, and other development opportunities.
Demonstrates effective written and verbal communication skills and the ability to collaborate successfully with clients, colleagues, and internal teams.
Performs additional duties and responsibilities as assigned by management.
May perform other duties as required and assigned.