Seniors/Managers/Senior Managers - Private Wealth Job at Tandym Group, New York, NY

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  • Tandym Group
  • New York, NY

Job Description

A professional services firm in New York City is actively seeking an experienced professional to join their staff as their new Private Wealth Senior / Manager / Senior Manager.



Responsibilities


The Private Wealth Senior / Manager / Senior Manager will:
  • Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
  • Prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client
  • Complete other tasks as assigned
Qualifications
  • Bachelor's degree in accounting, finance, or other business-related field
  • 2+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
  • One of the following accreditations obtained, in process, or willing/able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, or Enrolled Agent
  • Experience managing projects, including scheduling, budgeting, client correspondence, and billing
  • Experience reviewing trust documents
  • Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills
  • Strong communication, interpersonal, and organizational skills

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