Tax Preparation Accountant
Description
Prepare and review complex federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, and closely held entities.
Manage all aspects of tax compliance and reporting for ultra-high-net-worth and high-net-worth clients.
Conduct in-depth tax research utilizing Bloomberg Tax (BNA), IRS guidance, and other authoritative resources to support tax positions and planning strategies.
Identify tax-saving opportunities and provide recommendations related to income, estate, gift, trust, and partnership taxation.
Advise clients on the tax implications of investments, business transactions, real estate holdings, and wealth transfer strategies.
Prepare tax projections and estimates to assist clients with financial and tax planning initiatives.
Respond to federal, state, and local tax notices and assist with examinations and audits.
Collaborate with attorneys, wealth advisors, family office person...