Tax Associate - Family Office

Kforce • New York, NY

28d • Onsite

About The Position

Kforce's client, a prominent, multi-generation family office located in beautiful NYC offices is looking to add another outstanding Tax Professional to their finance team. This position will offer unlimited professional challenges, a great work environment/culture and amazing above market compensation and benefits.

Requirements

• Bachelor's degree in Accounting; CPA, Masters or EA designation are pluses
• 4+ years of High Net Worth/Individual tax/accounting experience within a public accounting firm or family office
• International tax experience along with trust/estate tax exposure are preferred
• Software experience must include Microsoft Office, Excel, Word, PowerPoint, and QuickBooks are ideal
• Excellent communication skills
• Highly organized with the ability to manage multiple priorities and deadlines and multitask

Nice To Haves

• CPA
• Masters
• EA designation
• International tax experience
• trust/estate tax exposure

Responsibilities

• Assist with tax compliance process for all U.S. federal, state and local, and international tax returns for family members and related entities
• Coordinate with tax service providers and monitor tax calendar deadlines to ensure timeliness of all tax filings
• Gather information for tax return preparations: Federal, state and local Individual (1040), Nonresidents (1040-NR), Real Estate and Business LLCs and Partnerships (1065 & K-1s), C-Corp (1120), S-Corp (1120S & K-1s), Trust (1041), and Gift (709) income tax returns, including multi-state tax returns for ultra-high net worth individuals
• Gather information for foreign filings and disclosures (8858, 8865, 8621, 5471, 5472, 3520)
• Manage books for foreign owned US entities
• Assist with tax projection calculations for family members and related entities
• Review all general ledgers for family members and related entities
• Perform research on the tax implications of prospective future transactions, charitable giving strategy, disposition of investments and other significant tax-related events
• Assist with tax notices, audits and memorandum
• Assist Tax Directors with tax planning and strategy, and compliance

Benefits

• amazing above market compensation
• benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Administrative and Support Services
• Number of Employees: 1,001-5,000 employees