Sr. Tax Analyst *Title:* Sr. Tax Analyst
*Location:* Rochester, NY/Remote
*Requirements:* CPA, Tax Returns, CCH Axcess
We are a financial, tax, and investment planning firm looking for an initiative-taking, detail-oriented individual seeking an opportunity in a growing tax practice. This is a position working directly with the firms advisors and client data. We offer objective and independent advice to its clients. We specialize in providing highly personalized, comprehensive wealth management services to affluent individuals, retirees, and families with multiple generations.
If you are a Sr. Tax Analyst with experience, please read on!
What You Will Be Doing -Preparation/review of moderate to complex federal and state tax returns for individuals and partnerships.
-Tax planning and projections: Review and analyze all sources of income/deductions, including investment income and capital gains and losses, and project total for year; estimate tax, figure timing of payments, review and update quarterly estimated tax payments; consider tax-saving strategies. Prepare clear and concise emails or memos of tax advice to client advisor.
-Preparation/review of tax-related analyses/materials for client meetings. Some direct client contact expected.
-Research federal and state income tax issues.
-Keep current on applicable tax regulations and changes in tax code.
-Prepare responses to IRS and state tax notices, including contacting the IRS or state as appropriate.
What You Need for this Position - Bachelor's Degree
-EA, CPA Certification and/or 3 years of preparing individual income tax returns.
-Knowledge in reviewing and preparing Tax Returns
-Exposure to CCH Axcess & SurePrep tax software
- BNA Tax Planner is a plus
What's In It for You -Fully remote
-Health, life and disability insurance
So, if you are a Sr. Tax Analyst with experience, please apply today!
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Amanda Villa
- Applicants must be authorized to work in the U.S.
*CyberCoders, Inc is proud to be an Equal Opportunity Employer*
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.
*Your Right to Work* - In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
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