Responsibilities Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities. Manage deadlines and client work, bill clients, and collect outstanding receivables.
Numbers & Facts
Location
Garden City, NY
Description
Responsibilities
Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
Review gift tax returns
Review quarterly and year-end tax projections
Review tax workpapers
Communicate directly with clients via phone and email to request information
Research Federal, state, and cross-border tax issues
Strategize with partners and engagement teams on tax planning
Mentor, train, and supervise staff
Manage deadlines and client work, bill clients, and collect outstanding receivables
Requirements
CPA license
5+ years of public accounting experience
Currently working at a CPA firm
Tax review experience
Bachelor’s degree in Accounting, Finance, and/or Taxation
Strong working knowledge of Microsoft Office Suite
Strong verbal and written communication skills
High Net Worth client experience (required for Garden City)
Nice to Have
Recent or current High Net Worth and/or Family Office client experience