Tax Administrator - Firm

Our client is seeking a Tax Administrator to support the firm’s wealth management team in delivering comprehensive, tax-efficient strategies. This role is responsible for ensuring timely and accurate tax compliance for high-net-worth individuals and their associated businesses, while contributing to a collaborative and client-focused environment.

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Job Function

• Prepare & review a wide range of tax returns including 1040, 1041, gift tax, partnerships, private corporations and family offices.
• Execute workflow from Wealth Management Team to ensure timely & accurate delivery of all US Federal & State projects. Ensure accurate coding for all client transactions.
• Interact with clients and/or authorized representatives to gather necessary information, clarify questions and refer/discuss tax planning strategies.
• Maintain thorough and confidential client files, including all tax documentation, correspondence and internal memos.
  
  
  

Job Requirements

• BA In Accounting/Finance.
• CPA or EA certification: or pursuing.
• 3-7 years of experience/HNW or Individual exposure.
  
  
  

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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