New York Licensed Senior Tax Professional

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 individual, trust, corporate, and employee benefit tax returns while advising clients on tax strategies in a hybrid work environment.

Key responsibilities

• Engage and implement client solutions from beginning to end
• Prepare tax returns for clients with varying degrees of complexity
• Review returns prepared by junior staff and interact proactively with clients to resolve tax-related issues

Required qualifications

• Bachelor's and/or Master's degree in a relevant field
• Enrolled Agent certification preferred
• 5+ years of related tax experience
• Strong tax accounting and tax compliance skills
• Proficiency in CCH PROfx, Net Docs, BNA Tax Planner, and Microsoft Office suite preferred