Job Description
Are you a detail-oriented finance professional ready to elevate your career?
Summit Tax Advisory is seeking a dynamic Senior Tax Accountant to join our elite team in New York City. We specialize in complex corporate and individual tax planning, offering a collaborative environment where your expertise drives real results.
In this pivotal role, you will not only manage high-stakes tax compliance but also mentor junior staff and build lasting relationships with our diverse portfolio of clients. If you are driven by precision and thrive in a fast-paced financial sector, we want to meet you.
Why Join Us?
- Competitive compensation and comprehensive benefits package.
- Opportunity to work with high-profile clients and complex financial structures.
- Career growth opportunities within a rapidly expanding firm.
Responsibilities
- Prepare and review complex federal, state, and local tax returns for corporate and high-net-worth individual clients.
- Conduct in-depth tax research and implement strategic tax planning initiatives to minimize liability and maximize efficiency.
- Lead a team of junior accountants, providing mentorship, training, and conducting performance reviews.
- Act as the primary liaison for IRS and state tax audits, ensuring full compliance and resolving discrepancies.
- Analyze financial data to identify discrepancies and optimize tax strategies for clients.
- Stay current on changing tax regulations and ensure firm-wide adherence to compliance standards.
Qualifications
- Certified Public Accountant (CPA) or Enrolled Agent (EA) license is required.
- Minimum of 5 years of progressive experience in public accounting or corporate tax.
- Proficiency in tax preparation software (e.g., ProSeries, UltraTax) and advanced Excel skills (VLOOKUP, PivotTables, Macros).
- Strong understanding of US tax code and recent regulatory changes.
- Exceptional communication skills and the ability to build trust with high-profile clients.
- Bachelor’s degree in Accounting, Finance, or related field.