• Corporate Brokers
  • $114,995.00 -157,490.00/year*
  • New York, NY
  • Accounting
  • Full-Time
  • 326 W 45th St

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A Fortune 50 global leader in the financial services industry is seeking a Tax Specialist to join their personal tax solutions team in Midtown, New York, NY

The responsibilities of Tax Specialist include:

Prepare federal and state income and gift tax returns for High Net Worth Individuals with Go Systems tax software.
Use of Go systems software is preferred
Deliver superior service.
Provide assistance to team in area of problem resolution.
Provide product knowledge and expertise. Conduct minor tax research to resolve tax problems.
Respond effectively and timely to inquiries.
Accountable for compliance with federal and state tax laws for all clients serviced.
Exercise sound judgment in decision-making, taking into consideration managing risk and compliance with internal policies and procedures.
Demonstrate strong knowledge of applicable tax laws.
Proficient in and/or obtains training regarding current systems, software programs and tools used by PTS.
Participate in continuing education courses/seminars to keep abreast of area of expertise (new product offerings, legal/regulation updates, strategies, etc.).

Candidates with the following qualifications are encouraged to apply:

Accounting background is preferred
Able to work in a multi-task environment, managing multiple priorities while delivering results
Self-review complex HNW federal and state individual income tax returns and gift tax returns.
Minimum 3 years experience in an HNW individual tax services environment.
Demonstrate oral and written, communications skills.
Strong working knowledge of individual tax return preparation and processing in a high volume environment.
Able to work in a multi-task environment, managing multiple priorities while delivering results




* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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