Tax Associate - Investment Management - NYC - Manhattan
Michael Page Manhattan
About Our Client
Our client is a growing investment management firm based in New York City. They are a smaller more collaborative tax team who follow a hybrid work schedule.
Job Description- Prepare and review personal, gift, trust, and entity tax returns
- Develop detailed reports, presentations, and recommendations for clients
- Collaborate with legal counsel and tax advisors to implement wealth transfer strategies
- Manage grant requests for charitable foundations
- Coordinate and oversee the work of third-party service providers
MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
The Successful Applicant- Bachelor's degree in Accounting, Finance, Economics, or a related field
- CPA preferred
- 2-4 years of professional experience in tax
- Proficiency in Excel and other data analysis tools
- Strong communication skills, both written and verbal
- Proven problem-solving and critical-thinking abilities
- Ability to work independently and collaboratively as part of a team
- Competitive Base / Bonus
- Health/Vision/Dental Insurance
- Generous PTO and paid holidays
- 401k match
- Hybrid Flexibility - 4 days in office
Michael PageNew York, 3 mi from Manhattan (NY)
About Our Client
My client is a well-known investment management firm based in NYC. They are a smaller and more collaborative tax team who goes into the office on a hybrid schedule.
Job Description
Key Responsibilities:
• Tax Compliance...
Robert HalfNew York, 3 mi from Manhattan (NY)
We are in the process of recruiting an Accounting Data Reconciliation Specialist in the Investment Management industry, based in New York, United States. The role offers a short term contract employment opportunity. The responsibilities...
Pernini Legal, LLCNew York, 3 mi from Manhattan (NY)
counsel to prominent financial services firms, asset managers, and investment funds, this group represents clients from start-ups and boutique operations to some of the largest financial institutions globally. Recognized as a top-tier law firm...