Tax Associate - Family Office
Kforce Inc.
New York, NY
- Assist with tax compliance process for all U.S. federal, state and local, and international tax returns for family members and related entities
- Coordinate with tax service providers and monitor tax calendar deadlines to ensure timeliness of all tax filings
- Gather information for tax return preparations: Federal, state and local Individual (1040), Nonresidents (1040-NR), Real Estate and Business LLCs and Partnerships (1065 & K-1s), C-Corp (1120), S-Corp (1120S & K-1s), Trust (1041), and Gift (709) income tax returns, including multi-state tax returns for ultra-high net worth individuals
- Gather information for foreign filings and disclosures (8858, 8865, 8621, 5471, 5472, 3520)
- Manage books for foreign owned US entities
- Assist with tax projection calculations for family members and related entities
- Review all general ledgers for family members and related entities
- Perform research on the tax implications of prospective future transactions, charitable giving strategy, disposition of investments and other significant tax-related events
- Assist with tax notices, audits and memorandum
- Assist Tax Directors with tax planning and strategy, and compliance
Requirements:
- Bachelor's degree in Accounting; CPA, Masters or EA designation are pluses
- 4+ years of High Net Worth/Individual tax/accounting experience within a public accounting firm or family office
- International tax experience along with trust/estate tax exposure are preferred
- Software experience must include Microsoft Office, Excel, Word, PowerPoint, and QuickBooks are ideal
- Excellent communication skills
- Highly organized with the ability to manage multiple priorities and deadlines and multitask
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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About the Company
Kforce Inc.
Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services. Our KNOWLEDGEforce® empowers top companies to achieve their digital transformation goals. We curate teams of technical experts who deliver solutions custom-tailored to each client’s needs. These scalable, flexible outcomes are shaped by deep market knowledge, thought leadership and our multi-industry expertise.
Our integrated approach is rooted in 60 years of proven success deploying highly skilled professionals on a temporary and direct-hire basis. Each year, approximately 18,000 talented experts work with the Fortune 500 and other leading companies. Together, we deliver Great Results Through Strategic Partnership and Knowledge Sharing®.