Tax Accountant

$80,000 - $92,000/Yr

Jk Executive Strategies - Buffalo, NY

posted 5 months ago

Full-time - Mid Level
Buffalo, NY
Administrative and Support Services

About the position

JK Executive Strategies is seeking a dedicated and detail-oriented Tax Accountant to join a well-respected, full-service law firm in Buffalo, NY. This full-time position offers a competitive salary ranging from $80,000 to $92,000 per year. The ideal candidate will be an organized self-starter with a strong understanding of federal and New York State estate and gift tax law, as well as income tax law applicable to individuals, trusts, estates, and various entities. Familiarity with federal tax laws concerning not-for-profit organizations is also beneficial. In this role, the Tax Accountant will be responsible for preparing federal gift tax returns and moderate to complex income tax returns for individuals, estates, trusts, and, to a lesser extent, corporations and partnerships. The candidate will assist in the preparation of federal and New York State estate tax returns and will conduct research and consult with attorneys on various tax matters. Additionally, the Tax Accountant will support estate planning efforts by preparing tax projections for high-net-worth individuals and will handle communications with the IRS and other tax authorities regarding notices. The position requires a Bachelor's degree in accounting or tax, with a CPA preferred, and a minimum of 2-5 years of tax experience. Strong written and verbal communication skills, problem-solving abilities, and proficiency in Microsoft Excel and Word are essential for success in this role. The Tax Accountant will work closely with attorneys and other team members, making interpersonal skills and teamwork capabilities crucial for this position.

Responsibilities

  • Prepare federal gift tax returns and moderate to complex income tax returns for individuals, estates, trusts, and, to a limited extent, corporations and partnerships.
  • Assist others with the preparation of federal and New York State estate tax returns.
  • Research and consult with attorneys on various federal estate and gift tax matters and federal and New York State income tax matters concerning individuals, corporations, partnerships, and not-for-profit organizations.
  • Assist attorneys with estate planning matters by preparing federal and New York State estate and gift tax projections as well as income tax projections for high-net-worth individuals.
  • Prepare exempt organization applications and income tax returns for not-for-profit organizations.
  • Communicate with the IRS, New York State, and other tax authorities regarding notices.

Requirements

  • Bachelor's degree in accounting/tax is required.
  • CPA preferred, with a minimum of 2-5 years tax experience required.
  • Excellent written and verbal communication skills required.
  • Strong problem-solving/analytical skills and proven interpersonal/teamwork abilities required.
  • Strong technical skills with attention to detail and high analytical capabilities.
  • Proficient with Microsoft Excel & Word, tax preparation and research programs, and tax research services.

Nice-to-haves

  • Familiarity with federal tax laws relating to not-for-profit organizations.

Benefits

  • Health insurance
  • Dental insurance
  • 401(k)
  • Paid time off
  • Vision insurance
  • 401(k) matching
  • Flexible schedule
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