Tax Accountant at Family Office Job at Atlas Search, New York, NY

ZHpQL2F5cmJURkJWTGtILzZKcGFobUtKSlE9PQ==
  • Atlas Search
  • New York, NY

Job Description

Ready to join a Family Office with a Great Quality of Life?

We are working on a Tax Accountant Opportunity at a Family Office in New York City whose main mission is to build a legacy of giving back. This Family Office is like no other. In this role, you will be responsible for a wide array of areas, including investment as well as individual and philanthropic reporting. You will also play a key role in planning and implementing new strategies and structures for the families.

The ideal candidate should have strong tax experience with ultra-high net worth families and significant experience preparing and reviewing tax returns for individuals, partnerships, trusts, and philanthropic entities.

This is a new Tax Accountant role that reflects significant growth in the volume of investment and foundation activities as well as their complexity.

Responsibilities include but are not limited:

• Manage and lead tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts, investment partnerships, and private foundations.

• Analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients.

• Research complex tax issues and formulate opinions.

• Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills.

• Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable.

• Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.).

Job Tags

Similar Jobs

Robert Half

Front End Developer Job at Robert Half

 ...Key Responsibilities: Architect and Implement: Design, develop, and deploy robust, end-to-end integrated systems that drive business...  ...prioritize and execute tasks in a fast-paced environment. Experience: Bachelors degree in computer science, information systems... 

Canva

Revenue Operations Manager Job at Canva

 ...Francisco, which is now home to our US operations.Job Description About the teamAt Canva...  ...scale our Enterprise and B2B offerings, the Revenue Operations team plays a crucial role in...  .... As the Revenue Operations Senior Manager, youll be at the heart of this mission,... 

Holiday Inn Fargo

Pool Attendant Job at Holiday Inn Fargo

As Pool Attendant, you play an important role in ensuring that our guests safely enjoy our Shipwreck Bay Playland. You maintain the pool area by ensuring it is clean and well-stocked. As Pool Attendant, you are not a lifeguard; however, you may be the first responder in... 

Discount Tire

Tire Installer Job at Discount Tire

 ...Tire Technician is the backbone of our success and is the first step in your journey with Discount Tire. Our Tire Technicians repair, install, and maintain tires on cars, trucks, and commercial vehicles. At Discount Tire, we commit to growing our employees and routinely... 

Unifi

Airport Ramp Agent-Non Driving (American) - LIH PT Job at Unifi

General information Job Title Airport Ramp Agent-Non Driving (American) - LIH PT Date Monday, February 3, 2025 State Hawaii City Lihue Base Pay Rate: $ 15.00 Full/Part Time Part Time Part Time...