Our client is a public accounting firm. They seek a Tax Preparer to join their Manhattan, NY office.ResponsibilitiesComplete and examine federal, state, and local income tax returns for UHNW individuals (Form 1040) and related entities, including partnerships (Form 1065) and S-corporations (Form 1120-S)Focus on drafting complex fiduciary income tax returns (Form 1041) for grantor, complex, and charitable trusts and estatesCompile federal and state gift tax returns (Form 709) and contribute to the preparation of estate tax returns (Form 706)Administer compliance for foreign accounts and assets, including FBAR (FinCEN Form 114) and FATCA (Form 8938) reportingEvaluate intricate financial records, including investment statements, K-1s, and real estate transactions, to ensure accurate tax treatmentAct as the primary client contact, delivering timely, clear, and professional communicationCoordinate with external advisors such as attorneys and investment managers to implement integrated tax strategiesResolve client tax matters with authorities, including responses to notices and audit supportInvestigate complex trust, gift, and estate tax issues through technical research and analysisIdentify proactive planning opportunities, including charitable giving, wealth transfer, and tax-efficient investment strategies while staying current on evolving tax lawRequirementsBachelor’s degree in accounting or related field4+ years of experience preparing taxes for UHNW individualsExperience with trust, gift, and estate tax return preparation and complianceExcellent communication skillsHighly analyticalCPAJob ID # 47621Tagged as: In-OfficeDate Posted:Posted on December 12, 2025Location:New York, NY 10168, USAJob Title:Tax PreparerSalary:$85,000 - $125,000
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