Tax Senior Job at Jobot, Newtonville, NY

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  • Jobot
  • Newtonville, NY

Job Description

Join one of the best in class wealth management as a Tax Senior or Manager!!!

This Jobot Job is hosted by: Taylor Kozumplik
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $100,000 - $185,000 per year

A bit about us:

Based in New York. we are a TOP Ranked Wealth Management company. We choose to partner with Raymond James because their firm aligns with your best interests. Our core values are centered around our people and our clients. We believe that putting your employees first is not only the right thing to do, but it also gives us the competitive edge to ensure our clients have an excellent experience! Over the years our reputation for providing our people with the very best has caught the eye of some reputable clients who have chosen to use us as their primary firm!

Why join us?

Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too!
  • Meaningful Work!
  • Best in Class Firm!
  • Competitive Compensation Package!
  • Complete Benefits Package!
  • Flexible Work Schedules!
  • Accelerated Career Growth!
  • Fun Company Activities!
  • Many More!

Job Details

Wealth management firm in NY is seeking a Tax Senior/Manager to run a tax business and work in conjunction with a growing financial planning practice. This position will primarily handle individual tax returns (1040s, trusts/1041s and gift/709s) for high net worth clients spread throughout the country (currently cover approximately 25 states) with a few small business returns (1065s). Additional duties include tax planning/mitigation, estimated tax projections, withholding calculations, handling IRS notices, pricing/billing, and IRS audit support.

This position will work closely with the firm's clients as well as additional financial planning staff in the firm.

Flexible work schedule. Competitive salary, bonus and benefits package offered. Local candidates preferred, however, others are encouraged to apply.

Requirements:
Tax Senior or higher. CPA or EA. Interested in filing personal tax returns with experience doing HNW/UHNW clients, complex trusts, gift tax returns, some simple businesses (single member LLCs, schedule Cs), additional business experience or estate return experience is a plus.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Job Tags

Local area, Flexible hours,

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