New York Licensed Senior Tax Professional
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Job Summary
To support a leading wealth management and tax consulting firm, the full-time New York Licensed Senior Tax Professional will prepare and review tax returns for individuals, trusts, and corporations while advising clients on tax strategies in a hybrid work environment.
Key responsibilities
- Engage and implement client solutions from beginning to end
- Prepare and review tax returns for clients with varying complexities
- Proactively interact with clients to gather information and resolve tax-related issues
Required qualifications
- Bachelor's and/or Master's degree
- Enrolled Agent certification preferred
- 5+ years of related tax experience
- Strong tax accounting and compliance skills
- Proficiency in CCH PROfx, Net Docs, BNA Tax Planner, and Microsoft Office suite preferred
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