Job Description
Are you a strategic thinker with a passion for numbers? Apex Financial Solutions is seeking a highly skilled Senior Tax Accountant to join our dynamic team in New York City. We specialize in providing comprehensive tax solutions for high-net-worth individuals and corporations.
In this pivotal role, you will not only manage complex tax filings but also provide critical advisory services to our clients, ensuring they maximize their financial efficiency while remaining fully compliant with evolving regulations.
Responsibilities
- Prepare and review complex federal, state, and local income tax returns for individuals and C-Corporations.
- Develop and implement proactive tax planning strategies to minimize liability and enhance client profitability.
- Conduct thorough research on complex tax issues and interpret new tax laws to ensure regulatory compliance.
- Manage a portfolio of key client relationships, acting as the primary point of contact for tax-related inquiries.
- Mentor and train junior staff members, providing guidance on technical accounting standards and best practices.
- Attend client meetings and present tax findings and recommendations to stakeholders.
- Collaborate with the finance team to ensure accurate month-end and year-end close processes.
Qualifications
- Minimum of 5 years of experience in public accounting or corporate tax.
- CPA (Certified Public Accountant) or EA (Enrolled Agent) certification is strongly preferred.
- Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree is a plus.
- Proficiency in tax preparation software (e.g., ProSystem fx, UltraTax, Drake) and accounting systems (e.g., SAP, NetSuite).
- Strong analytical skills with the ability to interpret financial data and identify trends.
- Excellent communication skills, both written and verbal, with the ability to explain complex concepts to clients.
- Ability to work under tight deadlines and manage multiple priorities effectively.