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CCPW Tax Advisor

Wealth and Asset Management, Finance and Accounting, Lending

Tarrytown, New York

Req. Number: 224320

Full/Part Time: F

Shift: 1st Shift

Description

Tax Manager is responsible for supporting the Partner in charge on client engagement s by managing and supervising the work flow including timely assignment, preparation, review and adherence to deadlines for a Financial Services firm located in Tarrytown, NY.

Essential Duties/Responsibilities 

  • Prepare complex federal and multi-state income tax returns for individuals (including gift and estate taxes), partnerships, trusts and foundations. 
  • Review complex tax returns and work with the preparer make necessary adjustments. Communicate tax related issues directly with managing partners and clients. 
  • Interact with clients to provide innovative business tax planning, consulting, and compliance services in a timely and effective manner.
  • Supervise and help drive the success of engagements.
  • Attend professional development and continuing education sessions on a regular basis.
  • Prepare financial statements and complete cash reconciliations. 
  • Assist with special accounting projects and administrative duties, as needed. 
  • Organize training for less experienced staff. 
  • Analyze and respond to inquiries from the IRS and state tax authorities. 
  • Research various tax matters and advise/plan accordingly.

Review instructions before entering data:

Qualifications - External

  • Excellent communication skills
  • Must be proficient in Microsoft Excel, Word, Outlook
  • Experience with Prosystem Fx Tax, BNA Tax Planner, Creative Solutions Accounting, and QuickBooks a PLUS.
  • Detail oriented with ability to multi-task. 
  • Must be available to work evenings and weekends during busy seasons. 
  • Able to research complex issues among the changing tax landscape with either CCH Intelliconnect or Thomson Reuters Checkpoint research platforms
  • Ability to maintain confidentiality of tax and investment information

Tax Manager is responsible for supporting the Partner in charge on client engagement s by managing and supervising the work flow including timely assignment, preparation, review and adherence to deadlines for a Financial Services firm located in Tarrytown, NY.

Essential Duties/Responsibilities 

  • Prepare complex federal and multi-state income tax returns for individuals (including gift and estate taxes), partnerships, trusts and foundations. 
  • Review complex tax returns and work with the preparer make necessary adjustments. Communicate tax related issues directly with managing partners and clients. 
  • Interact with clients to provide innovative business tax planning, consulting, and compliance services in a timely and effective manner.
  • Supervise and help drive the success of engagements.
  • Attend professional development and continuing education sessions on a regular basis.
  • Prepare financial statements and complete cash reconciliations. 
  • Assist with special accounting projects and administrative duties, as needed. 
  • Organize training for less experienced staff. 
  • Analyze and respond to inquiries from the IRS and state tax authorities. 
  • Research various tax matters and advise/plan accordingly.

Review instructions before entering data:

Qualifications

  • Excellent communication skills
  • Must be proficient in Microsoft Excel, Word, Outlook
  • Experience with Prosystem Fx Tax, BNA Tax Planner, Creative Solutions Accounting, and QuickBooks a PLUS.
  • Detail oriented with ability to multi-task. 
  • Must be available to work evenings and weekends during busy seasons. 
  • Able to research complex issues among the changing tax landscape with either CCH Intelliconnect or Thomson Reuters Checkpoint research platforms
  • Ability to maintain confidentiality of tax and investment information

Education/Training/Experience:

  • Bachelor's degree in Accounting or Finance required
  • MST in Tax, Enrolled Agent Designation and/or CPA Required
  • Minimum 5 years prior accounting/tax experience required

Hours and Work Schedule:

Hours per Week: 40 Hours 

Work Schedule: Monday - Friday 

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

View Benefits

Awards We've Received

2022

Human Rights Campaign Best Places to Work for LGBTQ Equality

2021

Dave Thomas Foundation Best Adoption-friendly Workplace

2021

DiversityInc
Noteworthy Company for Diversity

2021

Military Friendly Employer

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