Tax Accountant - Financial Services at Creative Financial Staffing

About Us: CFS of New York is working with a reputable financial services firm dedicated to providing comprehensive tax planning and advisory services to our clients. They are currently seeking a skilled Tax Accountant to join our team and assist in managing our clients' tax compliance and reporting obligations.

Responsibilities of the Tax Accountant:

• Prepare and review individual, corporate, and partnership tax returns accurately and in compliance with applicable tax laws and regulations.
• Analyze financial data to identify tax-saving opportunities and advise clients on tax strategies to minimize liabilities.
• Research and interpret tax laws and regulations to ensure compliance and provide guidance to clients and internal stakeholders.
• Assist with tax planning initiatives, including estimating quarterly tax liabilities and implementing tax-efficient structures.
• Communicate effectively with clients, tax authorities, and external auditors to address inquiries and resolve tax-related issues.
• Stay updated on changes in tax laws and regulations and assess their impact on clients' tax positions.
• Assist in representing clients in tax audits and appeals, as needed.
• Collaborate with other departments to provide integrated tax solutions and support business initiatives.

Qualifications of the Tax Accountant:

• Bachelor’s degree in Accounting, Finance, or related field; CPA certification preferred.
• 2+ years of experience in tax accounting, preferably in a financial services or public accounting firm.
• Strong understanding of federal, state, and local tax laws and regulations.
• Proficiency in tax preparation software (e.g., Lacerte, UltraTax) and Microsoft Excel.
• Excellent analytical and problem-solving skills.
• Effective communication and interpersonal skills.
• Ability to prioritize tasks and meet deadlines in a fast-paced environment.