Tax Accountant
$140,000–$200,000 year
Hybrid · New York City, New York, United States
Job Summary
Tax Accountant at PDT Partners (Family Office) focusing on partner tax compliance and tax planning. Responsibilities include preparing federal, state, and local tax returns; filing estimated payments; ensuring entity compliance for trusts, LLCs, partnerships, and tax-exempt entities; advising on tax and cash flow planning for partners, employees, and internal investors; preparing closely-held entity financial statements; assisting with partner-specific financial statements and cash flow schedules; participating in tax planning and research at the management company level (including sales and use tax, audits, nexus, and R&D credits); reviewing Automatic Exchange of Information filings; and staying current on changing US and foreign tax rules. This hybrid role requires working from the New York City office at least 3 days per week.
Required Qualifications
- 4-8+ years of tax accounting experience
- CPA or EA preferred
- Highly-proficient in Excel
- Familiarity with QuickBooks or similar accounting software
- Strong organizational and execution skills
- Analytically-inclined and keenly interested in problem-solving
- Process and improvement-oriented
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