Navis Wealth Management · 12 hours ago
Tax Preparer
Rye Brook, NY
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $100K/yr
3+ years expNavis Wealth Management is an independent boutique wealth advisory practice that specializes in providing tailored financial solutions to clients. They are seeking a Senior Tax Associate to prepare various tax returns and projections, ensuring compliance with tax laws and regulations while providing excellent client support.
AdviceFinanceFinancial ServicesPersonal FinanceWealth Management
Hiring Manager
Sarina Crisci
Responsibilities
Prepare individual, corporate, and partnership tax returns
Ensure compliance with tax laws and regulations
Analyze financial statements
Assist in tax planning
Maintain meticulous records
Provide support to clients in managing their tax-related matters
Qualification
Required
Proficiency in Tax Preparation and a solid understanding of Tax Law
Proven experience working with Financial Statements and general Finance principles
Strong knowledge of Tax and regulatory compliance processes
Excellent attention to detail and analytical skills
Effective communication and interpersonal abilities to maintain client relationships
Proficiency in tax preparation software and other financial tools
Bachelor's degree in Accounting, Finance, or a related field
At least 3 years of tax experience within Public Accounting
Preferred
CPA certification
Experience in personal, corporate, and partnership tax preparation
Benefits
Great work-life balance
Friendly and hard-working culture
Opportunities for advancement
Company
Navis Wealth Management
Navis Wealth Management provides financial planning, investment management, tax, retirement, estate, and risk services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Paul Fegan, CFP®
Managing Partner and Co-Founder
Joe Wilson
Tax Partner
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