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Senior Tax Associate

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About The Opportunity

An established asset management firm located in New York City is actively seeking a dynamic and detail-oriented accounting professional to join their staff as a Senior Tax Associate. In this role, the Senior Tax Associate will be responsible for managing a list of tax clients consisting of high net worth individuals and related family flow-through entities, and providing tax consulting services as well as supporting new business efforts. Apply today!


Asset Management Firm


The Senior Tax Associate:

Performs high-level reviews of client tax returns
Oversees examinations and negotiations with the IRS, state and local tax authorities
Engages in tax research
Analyzes, summarizes and provides feedback on proprietary tax strategies
Reviews client returns prepared by outside preparers, financial statements and related documents in order to prepare and present planning opportunities and strategies to clients in coordination with other Bessemer specialists
Oversees workflow to ensure all deadlines and expectations are met
Provides support to Wealth Advisors by providing analysis and suggesting tax planning opportunities to prospective clients
Presents at in-house technical training sessions


Four-year college degree in accounting or a related field
3+ years of experience with high net worth individuals and families in public accounting, financial planning, law and or trust administration
Proficiency with tax preparation and planning software, internet research tools; and Microsoft Excel, Word and Outlook
Strong mathematical skills
Good interpersonal skills and the ability to deal effectively with a wide range of people
Ability to monitor, prioritize and coordinate workflow of the entire tax service team

Desired Skills

Master's Degree
Proficient in: ProSystem fx, BNA Income Tax Planner, Microsoft PowerPoint, Quicken, QuickBooks, ATB, RIA research, CCH research, Brentmark, BNA research and PPC research

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