About this opportunity
BreakPoint Talent lists this Senior Tax Accountant opportunity in great neck, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Please read first: this role is hybrid in Great Neck, NY, three days a week on site. Great Neck is about 25 minutes from Penn Station on the LIRR Port Washington line. If you cannot reliably be in the Great Neck office three days a week, this is not the right fit.
Find out if this opportunity is a good fit by reading all of the information that follows below.
About Us
BreakPoint Talent is a boutique search firm partnering with a financial services firm in Great Neck, New York. The firm focuses on tax planning and wealth management for high net worth individuals and privately held businesses, and the work leans toward proactive planning rather than year-end cleanup.
Why Join Us?
If you would rather advise than just file, this is the seat. You will own client relationships, work directly with firm leadership, and see the planning side of tax rather than only the compliance side.
Salary range of $85,000 to $125,000 depending on experience
Hybrid schedule, three days in the Great Neck office and two remote
Medical, dental, and vision coverage
401(k) and life insurance
Generous PTO, vacation, sick time, and holidays
Job Details
Key Responsibilities
Prepare and review federal and state tax returns for high net worth individuals, partnerships, S-corps, and trusts
Manage ongoing client relationships and serve as a trusted advisor
Conduct tax research and provide planning recommendations
Supervise and mentor junior team members
Support leadership on complex compliance and planning engagements
Identify tax savings opportunities and communicate them proactively to clients
You should have xqrzhdi most of the following
3 or more years of public accounting or high net worth tax experience
CPA license or CPA eligible preferred
Experience with individual, trust, partnership, or estate taxation
Familiarity with wealth management tax planning concepts is a plus
Strong organizational and communication skills
Proficiency in CCH, UltraTax, or comparable tax software
Able to commute to Great Neck, NY three days a week
If you are further along than a Senior, we still want to hear from you.
Worksite address
great neck, NY, 11022, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.