Atlantic Group
Job Overview
Compensation: $180,000–$210,000 per year + bonus
Location: New York, NY
Schedule: Monday to Friday (Hybrid)
Job Details
Location: New York, NY
Type: Perm (Contingency)
Job #46549
Salary: $180,000–$210,000 per year + bonus
Responsibilities
Tax Planning & Projections: Lead quarterly tax projections, oversee payment filings, and implement planning strategies.
Compliance Oversight: Manage preparation and review of complex returns for individuals, trusts, partnerships, and corporations, summarizing findings for Principals and family members.
External Coordination: Collaborate with external tax firms on workflows, filings, audits, and issue resolution.
Document & Audit Management: Oversee tax documentation, maintain compliance with reporting requirements, and respond to inquiries from tax authorities.
Real Estate & Investments: Track investment tax basis, monitor cost basis reporting, and ensure Qualified Opportunity Fund (QOF) compliance.
Leadership & Collaboration: Mentor junior staff and partner with internal teams, including Legal and Strategic Accounting.
Qualifications
Education: Bachelor’s degree in Accounting required.
Certification: CPA strongly preferred.
Experience: 8+ years of family office tax experience, preferably with high-net-worth and ultra-high-net-worth clients in public accounting or a family office.
Technical Skills: Strong proficiency in Excel and Microsoft Office required, with experience in Sage Intacct preferred.
Industry Knowledge: In-depth understanding of partnership taxation, trust taxation, and related reporting requirements.
Skills & Attributes: Strong communication and project management skills, detail-oriented, adaptable, and collaborative in fast-paced environments.
Application Notice Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Accounting/Auditing and Finance
Industries Staffing and Recruiting
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Location: New York, NY
Schedule: Monday to Friday (Hybrid)
Job Details
Location: New York, NY
Type: Perm (Contingency)
Job #46549
Salary: $180,000–$210,000 per year + bonus
Responsibilities
Tax Planning & Projections: Lead quarterly tax projections, oversee payment filings, and implement planning strategies.
Compliance Oversight: Manage preparation and review of complex returns for individuals, trusts, partnerships, and corporations, summarizing findings for Principals and family members.
External Coordination: Collaborate with external tax firms on workflows, filings, audits, and issue resolution.
Document & Audit Management: Oversee tax documentation, maintain compliance with reporting requirements, and respond to inquiries from tax authorities.
Real Estate & Investments: Track investment tax basis, monitor cost basis reporting, and ensure Qualified Opportunity Fund (QOF) compliance.
Leadership & Collaboration: Mentor junior staff and partner with internal teams, including Legal and Strategic Accounting.
Qualifications
Education: Bachelor’s degree in Accounting required.
Certification: CPA strongly preferred.
Experience: 8+ years of family office tax experience, preferably with high-net-worth and ultra-high-net-worth clients in public accounting or a family office.
Technical Skills: Strong proficiency in Excel and Microsoft Office required, with experience in Sage Intacct preferred.
Industry Knowledge: In-depth understanding of partnership taxation, trust taxation, and related reporting requirements.
Skills & Attributes: Strong communication and project management skills, detail-oriented, adaptable, and collaborative in fast-paced environments.
Application Notice Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Accounting/Auditing and Finance
Industries Staffing and Recruiting
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