Tax Review

New York, New York, United States, 10036


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Type: Contract

Experience: Experienced Professional (Non-Manager)

Category: Accounting / Finance / Insurance

Industry: Financial / Financial Services

Salary: $20-30/hour

Reference ID: 20613

Date Posted: 02/25/2026

Shortcut: http://northbound-executive-search.jobs.mrinetwork.com/CTMR75


Responsibilities:

  • Review and disseminate tax updates and literature to staff as needed as regarding tax updates, etc.
  • Speak to clients regarding tax questions as they arise, their tax matters, questions on tax returns, etc.
  • Review correspondence to IRS & States in response to notices received.
  • As needed, assist with Tax Examinations on clients.
  • Some preparation, only as needed, for certain tax returns.

Requirements:

  • Knowledge of CCH Pro Systems and BNA Income Tax Planner for projections a must
  • Knowledge of tax current law and tax regulations is a must
  • Strongly preferred- 8+ years' experience reviewing income tax returns for a firm - prepared for clients such as:
    • High net worth individuals.
    • Trusts (including CRAT’s & CRUT’s)
    • Gift Tax returns
    • Corporations – C-Corporations & S-Corporations
    • Partnerships
    • LLC’s
    • Exempt organizations
    • Knowledge of foreign filings – Forms 5471, 5472, 8938, FinCEN 114, etc

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