Tax Family Office- Senior Associate

Cerity Partners•New York, NY

77d•$120,000 - $140,000

About The Position

Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team. Primary Responsibilities As a Senior Associate in our New York office, your responsibilities would include the following activities: Preparation and review of personal, business and fiduciary income tax returns including multi-state filings Preparation and review of tax projections for planning and estimated taxes and other tax planning Respond to tax notices and assist with tax audits Tax research and special projects Review of payroll tax returns and other information tax return filings Forensic accounting and other financial work for matrimonial actions Provide business management/financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements) Review client specific reports including financial statements, budgets, cash flow and spending reports, as well as financial plans Responsible for developing and maintaining superior client relationships Interaction with other members of a client’s wealth management team Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability

Requirements

Extensive knowledge of income tax planning, financial planning and financial administration
Bachelor’s degree in Accounting, Masters in Tax a plus
CPA license preferred, CFP desirable
5 – 7 years of High Net Worth tax experience with CPA firm or wealth management firm
Extensive experience with preparation and review of individual income tax returns with an emphasis on the taxation of high net worth individuals
Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online versions)
Ability to manage professionals, workflow, to multitask and meet deadlines
Excellent oral and written communication skills, strong organizational skills and attention to detail
Professionalism, dependability, integrity and trustworthiness combined with a team mentality

Responsibilities

Preparation and review of personal, business and fiduciary income tax returns including multi-state filings
Preparation and review of tax projections for planning and estimated taxes and other tax planning
Respond to tax notices and assist with tax audits
Tax research and special projects
Review of payroll tax returns and other information tax return filings
Forensic accounting and other financial work for matrimonial actions
Provide business management/financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements)
Review client specific reports including financial statements, budgets, cash flow and spending reports, as well as financial plans
Responsible for developing and maintaining superior client relationships
Interaction with other members of a client’s wealth management team
Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability