Tax Accountant


Title: Tax Accountant Department: Private Clients Reports to: Tax Manager

Position Description: The Tax Accountant will be engaged in all phases of the preparation and review of tax returns for individuals, estates and trusts, foundations and partnerships for high net worth individuals. Position requires the ability to work with a team of lawyers, paralegals and tax preparers, as well as direct and effective communication with clients.

• Preparation of individual, partnership, foundation, fiduciary and gift tax returns for high net worth individuals and affiliated entities, as well as secondary review of estate tax returns • Respond to taxing authorities on behalf of clients • Work with staff and attorneys in all aspects of tax return preparation • Serve as a resource for staff and attorneys on all aspects of income taxation and tax-return preparation

• Bachelor’s degree or higher with a major in Accounting, Tax or related discipline, • At least 2 years’ experience in the preparation and review of individual and fiduciary income tax returns. • Knowledge of the preparation of gift and foundation tax returns and other various entities • Working knowledge of fiduciary accounting • Working Knowledge of preparation of estate tax returns a plus • Proficient in Microsoft Word and Excel. Experience in ProSystem Fx Tax and OneSource • Strong analytical skills • Excellent communication and organizational skills • Proven ability to work effectively with clients

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