Tax Senior Associate - Wealth Management - Regal Executive Search

Tax Analyst - Wealth Management 

YOUR IMPACT

Do you have a passion for tax, but want to explore beyond the public accounting environment? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business

HOW YOU WILL FULFILL YOUR POTENTIAL

• Prepare/review personal income tax returns (federal, state and local)
  • Preparation/review of specialized tax returns (e.g., FBAR, gift, trust, etc.)
  • Forecast taxes, incorporating compensation, household income, deductions and legislative changes
  • Assist with withholding adjustments and making quarterly estimated tax payments 
  • Review tax strategies, such as timing of deductions and charitable planning techniques (donor-advised funds)
  • Analyze stock vesting implications, including withholding elections and basis tracking
  • Evaluate non-resident state filing requirements
  • Provide a seamless experience from tax planning to preparation of annual tax filings

QUALIFICATIONS

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Bachelor’s degree in accounting required; advanced degree, CPA or EA designation preferred
  • Related experience, public or private tax/accounting
  • Creative problem solving, research skills
  • Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
  • Familiarity with tax software programs
  • Proficiency in Microsoft Office including Word, Outlook, and Excel
  • Clear communicator with strong interpersonal writing/verbal skills
  • Detail-oriented, excellent organizational and analytical skills
  • Self-starter, highly motivated to personal growth and development
  • Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks
  • Proficient knowledge of investment and hedge fund partnership taxation a plus
  • Understanding of FBAR reporting, PFIC reporting, and other foreign jurisdiction reporting a plus