Details: Ref ID: 02940-149972 Classification: Tax Staff (corporate) Compensation: $75,000.00 to $95,000.00 per year Prestigious family office downtown seeks a Tax Analyst to assist with the financial planning for the executive team. This is an outstanding opportunity to transition from compliance into a tax planning and wealth strategies role. You will have top exposure and ample growth potential as you join one of the top firms in NYC. If you have 2+ years of family office tax experience and are looking to leave public accounting, this is a top move. Responsibilities will include, but are not limited to: - Perform reviews of hi net worth tax returns (1040's). - Prepare quarterly income-tax projections and extension estimates. - Review tax-equalization computations where necessary. - Assist in the development of the client's estate plan; review estate-planning documents. - Prepare various financial exhibits such as net-worth statements, estate-tax balance sheets, estate-tax flow charts, total-return calculations, etc. - Assist in financial planning projects and analysis.
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