Tax Accountant

Job Description Summary :

A diversified financial services organization is seeking a Tax Accountant to support tax compliance, planning, and advisory services for a range of individuals, trusts, business entities, and investments. This role offers the opportunity to develop as a tax professional while working closely with a highly collaborative finance and tax team.

RESPONSIBILITIES :

• Prepare and review federal and state tax filings for partnerships, corporations, and individuals.
• Conduct first-level reviews of workpapers, identifying key tax issues.
• Research and analyze complex tax issues and summarize findings for management.
• Recommend tax treatments based on research and technical analysis.
• Prepare and review foreign filings (Forms 5471, 8865, 926, FBAR), track compliance, and document positions taken.
• Collaborate with portfolio companies on tax planning, structuring, and administration.
• Partner with other business groups to support annual tax compliance cycles.
• Deliver trainings on new tax reform topics and emerging tax issues.
• Work with IT teams to develop and implement technology solutions to improve efficiency in tax return preparation.
• Assist with federal, state, and local tax audits, including review of notice response packages.

QUALIFICATIONS :

EDUCATION & EXPERIENCE :

COMPENSATION & BENEFITS :