Job Description for a Tax Staff Accountant

Responsibilities:

            Write-up and preparation of financial statements

            Preparation of payroll tax returns and ancillary filings

            Preparation of individual income tax returns

            Preparation of gift, trust and foundation tax returns

            Preparation of quarterly tax projections and filings

            Assist in federal and state tax audit examinations

            Assist in providing financial planning services to high net worth individuals, including

mortgage applications, AMT analysis and cash flow projections

            Assist in providing business management services to high net worth individuals, including

but not limited to preparing journal entries and other family office services

Requirements:

2-5 years of accounting and tax experience

Experience with the preparation of individual income tax returns with

an emphasis on the taxation of high net worth individuals and

their related entities. 

            Knowledge of CCH Prosystems, BNA, QuickBooks and online research software

Exposure to financial planning issues and business management services desirable. 

Must be extremely well organized

Must be able to work under pressure to meet deadlines

Willingness to work extended hours required

Strong oral and written communication skills