Intake Coordinator-Spanish Speaking (New York City)
Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume.
Salary: $120,000 - $135,000 per year A bit about us: Our client has been providing highly personalized tax, accounting and financial advice to closely held businesses and their owners for over 34 years, with an emphasis on income and estate tax planning and asset protection. The firm supports and encourages professional growth, and respects its staff personally and professionally by providing a work/life balance environment, making everyone feel part of the team, and providing top training and stimulating, complex work. Why join us?
- Work + Life Balance
- Great Compensation Package
- Generous PTO/Holiday
- 401k match
- In this role, you'll be a key resource in our financial operations. Your day-to-day responsibilities will include:
- Leading the preparation and review of all tax filings, ensuring accuracy and timely submission.
- Staying on top of tax law changes, conducting research, and advising on compliance updates.
- Supporting tax planning initiatives to reduce liabilities and enhance financial performance.
- Partnering with the finance team to analyze data, prepare reports, and support big-picture decision-making.
- Serving as the go-to expert on tax matters for leadership and stakeholders.
- Managing external tax audits and working closely with auditors when needed.
- Keeping us aligned with current accounting standards and regulatory changes.
- Offering hands-on support with financial reporting and related functions when required.
- To be successful in this role, you should bring:
- A bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation is a plus).
- Active CPA license (required).
- At least 3 years of experience in a tax management or senior tax role.
- Solid knowledge of U.S. tax law, accounting standards, and compliance processes.
- Hands-on experience with tax prep, planning, and financial statement preparation.
- Proficiency with financial and accounting software.
- Strong analytical skills and business acumen—you know how to make numbers tell a story.
- Clear, confident communication skills, especially when breaking down complex tax topics.
- Great organizational habits—you know how to juggle deadlines and prioritize effectively.
- A leadership mindset and a collaborative approach to working with others.
- Integrity, professionalism, and a strong sense of confidentiality.
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