Sr. Tax Associate

Updated: June 12, 2024 01:33 PM GMT

Health insurance Job in Valhalla, New York

Citizens

Valhalla, NY

Description

PWM Tax Sr. Associate is responsible for the preparation of complex income, partnership, corporate, fiduciary, gift and estate tax returns. This role will also first review returns prepared by the staff.

Prepare complex federal and multi-state income tax returns for individuals (including gift and estate taxes), partnerships, trusts and foundations.
Prepare quarterly and year-end income tax projections and estimated tax vouchers.
Assist with special accounting projects and administrative duties, as needed.
Provide assistance and training to less experienced staff.
Analyze and respond to inquiries from the IRS and state tax authorities.
Research various tax matters and report findings.
Attend continuing education opportunities to stay current on tax law changes.

Qualifications:

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... More Detail