Tax Associate

Location: New York, NY; onsite four days per week

Company

hirify.global is a U.S. wealth management platform serving high- and ultra-high-net-worth individuals, families, trusts, estates, and private foundations.

What you will do

• Prepare individual, trust, estate, gift, foundation, and business tax returns.
• Review tax source documents and OCR-processed data for accuracy.
• Research tax matters and stay current on tax legislation and reform.
• Handle federal and state tax notices and maintain organized tax files.
• Collect, input, and analyze client financial records to optimize tax return outcomes.
• Support tax planning for clients and the Tax team.

Requirements

• BA or BS degree in Accounting from an accredited college or university.
• Knowledge of accounting, tax laws, and regulations, with experience preparing individual, trust, and business tax returns.
• Proficiency in Microsoft Word, Excel, Outlook, and tax applications such as CCH Axcess.
• Strong analytical, problem-solving, communication, organizational, and time-management skills.
• Must have unrestricted authorization to work in the United States; U.S. employment opportunities are generally limited to U.S. citizens or permanent residents.
• Must be at least 18 years old and willing to execute an employee or confidentiality and non-disclosure agreement.

Nice to have

• Master’s degree in Taxation or Accountancy.
• Active CPA license or progress toward a CPA license.
• One to three years of tax preparation experience, preferably with Big Four experience.

Culture & Benefits

• Full-time employment in a safe, healthy, and respectful office environment.
• 401(k) plan with employer matching.
• Subsidized medical plans and employer-paid dental, vision, life, and disability insurance.
• Paid maternity and parental leave, flexible spending accounts, health savings accounts, and commuter benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.