CCPW Tax Advisor

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