• Location: New York NY
• Type: Perm
• Job #25569

Company Overview:
A cutting-edge WealthTech company is on a mission to redefine wealth management by leveraging technology to provide fast, accurate financial solutions. They are seeking a Certified Public Accountant (CPA) or Enrolled Agent (EA) to join their dynamic team and contribute to innovative tax planning and compliance services.

Job Responsibilities:

• Complete and file income tax returns for individuals (federal and state)
• Conduct tax research and stay up to date with evolving tax regulations
• Create process flow and monitor tax return milestones with external Tax Preparation Partners
• Manage client files, organize workpapers and lead sheets
• Communicate effectively and discuss tax planning and tax return results with members

Qualifications:

• Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise required
• Minimum of 2+ years of experience in tax compliance, tax preparation or similar role
• Knowledge of complex individual tax situations including Foreign income and FBAR reporting, Partnership K1 matters, state tax credits and reciprocity, real estate reporting
• Proficiency in LaCerte, Proconnect, Google Workspace
• Bachelor’s degree in accounting, finance or related field

Compensation:
Salary: $125,000 – $175,000, Plus Equity