Negotiable Salary
19 W 29th St, New York, NY 10001, USA
We are a global tax firm specializing in income and estate tax matters for ultra-high-net-worth global private clients with a connection to the U.S. or planning to have a connection to the U.S. by way of family members immigrating to the U.S., residing or attending higher education in the U.S. or investing in U.S. real property and businesses. We are highly regarded and sought for our specialization by U.S. and non-U.S. attorneys, fiduciaries, and other financial institutions. Our firm is one of the leading Global CPA firms in the United States. By combining our expertise, experience, and amazing team members, each client receives close personal and professional attention. Responsibilities Preparation and review of individual, trust and estate income tax returns, gift tax returns, NRA estate tax returns and FBARs Prepare and review of tax return supporting work papers Preparation and review of foreign corporate tax returns (Form 1120-F) Prepare and review foreign trust distributable net income and undistributable net income calculations Preparation and review of international information returns: Forms 5471, 5472, 3520, 3520-A, 8621, 8938 Prepare and review FIRPTA tax withholding forms Prepare and review individual and trust tax withholding forms Prepare and review and file federal and state extensions and quarterly estimated taxes Prepare and review tax authority Power of Attorney forms Prepare and review tax authority notice responses Process and electronically file tax returns Work on special projects such as estimated tax for large foreign capital gain transactions Communicate directly with clients and third parties as part of the tax preparation, review and special project work Some tax research Qualifications and Skills Bachelor’s Degree or above preferred CPA not required Spanish Required 10 years+ HNW client tax preparation experience with midsize to large CPA accounting firm HNW clients with some international activities Excel, Word and Outlook Experience with CCH Axcess tax preparation software Detailed oriented Good writing and verbal communication skills Excellent ability to learn Good initiative