Remote Tax Associate – Public Accounting (HNW & UHNW)

Provision People

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Job Title: Remote Tax Associate – Public Accounting (HNW & UHNW)
Location: Walton, NY
Hiring Company: Provision People

Summary:

Our award winning Tier 1 public accounting client is currently hiring Sr. Tax Associates to work in one of their many locations, specializing in High Net Worth (HNW) Form 1040/1041/990 tax accounting, as well as Gift Tax & Family Partnerships/1065, Trusts & Foundations, some Estate Planning (no investments), and preparing balance sheets. 

This role is strong with prep work, and are ideally looking for those with large company experience alongside working with High Net Worth (HNW), and Ultra High Net Worth (UHNW) clientele.

 

Responsibilities:

·        Prepare/review personal income tax returns (federal, state and local)

·        Preparation/review of ancillary tax returns (e.g., FBAR, gift, trust, etc.)

·        Forecast taxes, incorporating compensation, household income, deductions and legislative changes

·        Assist with withholding adjustments and making quarterly estimated tax payments 

·        Review tax strategies, such as timing of deductions and charitable planning techniques (donor-advised funds)

·        Analyze stock vesting implications, including withholding elections and basis tracking

·        Evaluate non-resident state filing requirements

·        Provide a seamless experience from tax planning to preparation of annual tax filings

 

Required Skills and Experience:



·        3+ years of experience in public accounting 

·        Strong experience with High Net Worth or Ultra High Net Worth tax 

·        Strong experience with Gift Tax & Family Partnerships/1065, Trusts & Foundations, some Estate Planning (no investments), and preparing balance sheets. 

·        Large company experience 

·        Strong Form 1040/1041/990 tax accounting experience 

·        Clear communicator with strong interpersonal writing/verbal skills

·        CPA or EA designation preferred but not required 

·        Creative problem solving, research skills

·        Able to manage conflicting priorities, deadline-based tasks and simultaneous projects

·        Familiarity with tax software programs

·        Proficiency in Microsoft Office including Word, Outlook, and Excel

·        Detail-oriented, excellent organizational and analytical skills

·        Self-starter, highly motivated to personal growth and development

·        Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks 

Apply Now

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