Senior Investment Accountant
Tax Associate Job 6 miles from Newington
Job Title: Senior Investment Accountant
HYBRID
opportunity
Position Type: Full Time/Permanent Position
Recruiter Contact: Sal Fiorillo -
[email protected]
Reference: SF0013234170
Amazing culture - entrepreneurial spirit, growth oriented, and a very collaborative team! A lot of sharp individuals throughout the organization including MBA's, CPA's, Big 4, etc.
Dynamic role! You will have the ability to learn a lot, be exposed to different types of transactions, and grow!
Strong benefit package - MDV, paid volunteer time off, 5% dollar for dollar match on 401k! Beautiful & updated office, in-house gym, amazing space that you can use for free!
We have made multiple hires here over the past few years who are all still there and/or promoted since we had placed them. Many of the new hires are due to growth and/or internal promotions!
Responsibilities:
Manage the monthly and quarterly closing of credit fund, maintaining shadow books to support the administrator's official records.
Prepare and review quarterly financial statements for fund entities and balance sheet portfolios to ensure accuracy.
Prepare and deliver financial reports, including performance, valuation, exposure, attribution, and counterparty analysis on a daily, weekly, and monthly basis.
Oversee position and cash reconciliations for balance sheet portfolios
Coordinate annual audited financial statements by working closely with administrators and providing necessary supporting documentation to the audit team.
Partner with the
Tax department to manage quarterly
tax estimates, annual
tax filings, and other
tax-related projects.
Requirements:
BS in Accounting, Finance or related.
3-5+ years of public accounting or in alternative asset management space
Exposure to investments or partnership accounting
If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above and reference SF0013234170. All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.
Tax Associate - Winter 2026
Tax Associate Job 6 miles from Newington
TEP Associate IJob Summary: The Tax Associate will work closely with staff on all phases of project and engagement management for multiple clients within our International Accounting Firm. Responsibilities include tax return preparation and review; interacting closely with clients to provide planning, consulting, and compliance expertise and assisting in client management and practice development activities.
Job Duties:
* Adhere to the highest degree of professional standards and strict client confidentiality.
* Prepare tax returns.
* Research and consult on various tax matters.
* Utilize tax-related software to prepare and process returns.
* Respond to inquiries from the State and other tax authorities.
* Maintain a good working relationship with clients and work effectively with client management and staff at all levels to gather information and perform tax services.
* Work closely with senior associates and managers to promptly resole client problems or tax issues encountered in preparation process.
* Gain understanding of client operations, processes, and business objectives, and utilize that knowledge on engagements.
* Attend professional development and training sessions on a regular basis.
* Other duties as assigned.
Education: Bachelor's degree in Accounting.
Certifications & Licensures:
Experience: Minimum of 1 year or 1 busy season of tax consulting experience
KSAs:
* Excellent verbal and written communication skills.
* Strong teamwork and analytical skills along with attention to detail.
* Ability to work additional hours as needed.
* Consistent with the firm's hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site.
* Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. No visa sponsorship is available for this position.
Tax Associate
Tax Associate Job 48 miles from Newington
Kforce's client, a regional CPA firm in a beautiful Connecticut suburb, is seeking a Senior Tax Associate. In this role, the Tax Associate will prepare various tax returns (1040,1065,1120) and projections for diversified clients, US GAAP and tax research to engagements, and aid in providing solution for our clients. This is a hybrid role with a firm that has a unique culture and competitive compensation and benefits. This role is in office 3 days per week.* Bachelor's degree in Accounting
* 3-6 years of experience in public accounting with a quality CPA firm
* Experience with preparing tax returns 1040, 1120, 1065
* CPA track preferred
Tax Associate
Tax Associate Job 6 miles from Newington
Responsibilities As the Tax Associate you will support our global tax function. The Tax Associate will assist with a broad range of tax matters, including compliance, provision, audits, research, and process improvement. This position will gain exposure to domestic, U.S. international, and foreign tax planning, reporting, and compliance.
Location: Primarily remote role but requires occasional travel by car to Shelton, CT and/or Woburn, MA for meetings 1-2x per month
Responsibilities:
* Compiles and analyzes financial information to prepare tax returns and other reports for US and foreign jurisdictions
* Assist in the preparation of tax return workpapers and calculations related to federal, state and local estimated tax payments
* Assists with the preparation of quarterly financial tax provision calculations and analysis
* Analyzes and summarizes financial and accounting information for tax issues, and prepares reports and memos
* Assists with coordination, tracking, and management of tax compliance and other matters
* Compiles information for US federal, state and local tax audits
* Interacts with various other departments within PerkinElmer regarding tax and accounting matters
* Provides occasional assistance with indirect tax and other tax submissions.
* Participates in special tax projects and performs other duties as required
Basic Qualifications
* Bachelor's degree in accounting (or related)
* 0-2+ years of corporate tax experience in public accounting and/or industry
* Experience preparing income tax provision and compliance workpapers.
* Strong computer skills, including proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
* Excellent interpersonal, communicative, and organizational skills and attention to detail
* Team player
* Self-motivated and comfortable working in a fast-paced environment with the ability to prioritize tasks and work independently.
Preferred Characteristics
* Certified Public Accountant is a plus.
* Experience with technologies such as Alteryx and PowerBI
The annual compensation range for this full-time position is $60,000 to $95,000. The final base pay offered to the successful candidate will be determined by factors including internal equity, work location, as well as individual qualifications, such as job-related skills, experience, and relevant education or training.
Fixed Asset Accountant
Tax Associate Job 37 miles from Newington
As the Fixed Asset Accountant you will manage and account for the company's long-term, tangible assets, such as property, plant, and equipment. This includes maintaining accurate records, calculating depreciation, reconciling accounts, and ensuring compliance with accounting standards. Additionally, identify and document accounting treatment (capital or expense) for projects. Ensure compliance with internal controls and policies and procedures in accordance with Sarbanes-Oxley requirements. Assist Management on various projects/tasks as needed.
What we offer you:
* Hybrid work schedule with 3 days/week onsite once trained
* Base salary plus performance bonus program, professional development and tuition reimbursement, enhanced 401k and financial planning, wellness programs with onsite gym, onsite Cafe with free coffee, flexible work hours, access to business networks & more, all in a stable and supportive work environment!
How you will make an Impact
* Recordkeeping and Maintenance: Maintaining accurate and up-to-date records of all fixed assets, including their acquisition, depreciation, and disposal. Prepare and record system depreciation, capitalized interest and labor, and reclassification and adjustment journal entries as needed.
* Depreciation Calculation: Calculating and recording depreciation expense for fixed assets in accordance with accounting standards.
* Account Reconciliations: Reconciling fixed asset accounts with the general ledger. Review project close-outs for proper documentation and reasonableness. Review Repair and Maintenance expenses monthly and prepare a written monthly Repair and Maintenance expense analysis.
* Financial Reporting: Preparing reports and analyses related to fixed assets, including capital expenditure trends and depreciation. Prepare quarterly and annual FERC reporting.
* Compliance: Ensuring compliance with accounting standards (e.g., GAAP) and company policies.
* Asset Retirement Obligations: Calculating and tracking asset retirement obligations.
* Policy Development: Developing and recommending policies and procedures for fixed asset management.
* Impairment Reviews: Conducting impairment reviews of fixed assets.
What we are looking for
* Bachelor's degree in accounting or a related field is generally required.
* Relevant experience in accounting, particularly with fixed assets, is preferred.
* Strong analytical, organizational, and communication skills are essential.
* Accounting Knowledge: Familiarity with accounting principles, including GAAP, is crucial.
#LI-HYBRID
Advanced Markets - Tax Planning Consultant
Tax Associate Job 6 miles from Newington
The Business Resource Center (BRC) is Guardian's advanced sales department and we are seeking a
Tax Planning Consultant. We are an organization providing superior case consultation to our field force on their prospect and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces.
Our
associates are also thought leaders in the advanced markets world applying uncommon thinking to common or unique planning issues or strategies. We help protect, expand and secure Guardian's agency distribution by working with financial representatives who provide planning strategies to high income/high net worth or business owner clients.
**You Will**
+ Provide superior case consultation and sales support to Guardian agency leaders, financial representatives, and brokers ("producers") in order to assist producers to identify advanced markets opportunities and design cases that fulfill the needs of prospects and clients and drive sales.
+ Analyze balance sheet and income statements to evaluate the liquidity, solvency and financial strength of businesses and unlock sales opportunities for Guardian's financial representatives.
+ Review 1040 personal returns as well as 1120/1120S/1065 business
tax returns to uncover sales opportunities for Guardian's various product lines, including life and disability insurance, mutual funds and annuities.
+ Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted product platform.
+ Prepare business valuations and utilize
tax planning software platforms to model entity and compensation changes as well as income and estate
tax reductions strategies
+ Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional
tax and legal advisors on concepts and techniques unfamiliar to them.
+ Demonstrate superior presentations skills in all areas of advanced planning.
+ Clearly and concisely explain the
tax, legal, and financial/cost aspects of various sales opportunities and financial products in the business, personal, estate, executive benefits, asset protection, retirement planning and charitable planning markets. Proven ability to explain advanced sales concepts, incorporating financial analysis where appropriate.
+ Collaborate with key enterprise-wide collaborators to facilitate "one-stop shopping" for producers to ease the process of conducting business and to ensure complete and thorough case analysis to discover all planning and cross-offer opportunities.
+ Effectively partner with producers by thoroughly understanding the roles, responsibilities, opportunities, challenges, and mentality of a producer.
+ Be the subject matter expert on various advanced planning concepts to assist in creating and updating marketing collateral.
+ Thoroughly analyze case situations to ensure that Guardian producers are doing right by the client and providing comprehensive planning advice.
+ Provide subject matter expertise and collaborate with other Guardian departments on projects, committees, and company initiatives to improve processes, service and product offerings as needed.
+ Apply unique planning and sales concepts to drive activity and sales within the advanced markets space.
+ Thoroughly analyze case situations to ensure that Guardian producers are doing right by the client and providing complete and holistic planning advice.
+ Provide subject matter expertise and collaborate with other Guardian departments on projects, committees and company initiatives to improve processes, service and product offerings as needed.
+ Apply purposeful and unique planning and sales concepts to drive activity and sales within the advanced markets space.
**You Have**
+ Juris Doctor (JD) law degree required
+ CPA preferred
+ CFP/CLU/ChFC preferred
+ Possess expert knowledge of
tax planning, exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers
+ Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of financial products in advanced markets strategies
+ Working knowledge of life insurance and disability insurance for businesses (e.g., DIBO, BOE)
+ Superior verbal, written and presentations skills
+ Superior analytical and research skills
+ Possess the flexibility to work efficiently on multiple projects, respond to rapidly changing priorities and work within tight deadlines
+ Liaise effectively with various Guardian teams across different lines of business
+ Ability to work independently in remote location
**Leadership Behaviors:**
+ Analytical and Critical Thinking
+ Ability to positively influence
+ Adapt to change
+ Collaborate Well with Others
+ Customer Focus
+ Demonstrate Initiative and Proactivity
+ Accountable for Results
+ Information Seeking
+ Respect for Diversity
+ Self-Assurance
**Salary Range:**
$96,960.00 - $159,300.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at *********************************************** . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact
[email protected] .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
Sales Tax Specialist
Tax Associate Job 6 miles from Newington
Our client, a large corporation, is adding a new SALES TAX SPECIALIST to their growing tax group.
The successful candidate will have senior-level sales tax knowledge, excellent account reconciliation skills, and be able to demonstrate advanced Excel skills.
Responsibilities
Perform multi-state sales & use tax compliance for various entities
Assist with multi-state sales & use tax audits
Perform general ledger account reconciliations for multiple accounts
Help identify & implement process improvements in the area of indirect domestic taxes
Research sales & use tax issues and implement and/or change procedures to ensure proper compliance
Respond to internal and external sales & use tax issues efficiently and accurately
Complete special tax projects as needed
Tax Senior Associate - Financial Services
Tax Associate Job 6 miles from Newington
As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and
tax with team members who value innovation and collaboration in everything they do!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and
tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity for a
Tax Senior
Associate to join our Financial Services
Tax team located in our Hartford,
Connecticut office.
CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.
YOUR TEAM.
As part of the Financial Services team, you'll work with some of the nation's leading private equity, hedge, and other alternative investment funds. You'll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit,
tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you'll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service. Located in almost every financial center across the United States-New York,
Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests.
WHY COHNREZNICK?
At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.
We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
YOUR ROLE.
Responsibilities
Responsibilities include but not limited to:
* Research
tax issues and filing requirements that affect
tax compliance.
* Review
tax returns (1065 & 1120) and ensure accuracy and completeness.
* Research complex
tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance.
* Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.
* Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.
* Provide regular performance feedback as well as deliver timely performance evaluations.
* Develop subordinates' technical and industry skills and encourage growth.
Your Experience.
The successful candidate will have:
* Bachelor's Degree required, Master's in Accounting/
Taxation preferred
* CPA, JD or EA preferred
* Minimum 3-5 years
tax experience in a public accounting firm
* Financial Services Industry experience required (Hedge Fund and/or Private Equity)
* Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
* Strong
tax research and writing skills
* Proven technical skills with MS Office to include Excel, Word, PowerPoint, Outlook
* Preferred competence with
tax compliance and research software to include GoSystems, CCH Axcess, CCH, RIA
* Solid project management and organizational skills with a demonstrated ability to multi-task.
Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.
In
Connecticut, the salary range for a
Tax Senior
Associate is $85,000 to $140,000. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick .
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides
tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters .
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at
[email protected] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.
#GD #CB
Senior Tax Associate
Tax Associate Job 48 miles from Newington
Great opportunity available in a firm that has been named a Top Workplace by Hearst Media Group! Reynolds + Rowella LLP, Fairfield County's premiere public accounting firm, is now interviewing for a full-time Senior Tax Associate. This position can be based in our Ridgefield office or New Canaan office, with 3 days in office required.
In this role, you will prepare various tax returns and projections for diversified clients, apply your knowledge of basic accounting principles and tax research to engagements, and aid in providing solutions, advice and improvements for our clients served.
For you to be successful in this role, you should have a Bachelor's in Accounting or similar and at least 3 years of tax experience within Public Accounting. Reynolds + Rowella offers a great work-life balance, a friendly and awarded culture, and opportunities for advancement.
Reynolds + Rowella, LLP is an Equal Opportunity Employer and does not discriminate against qualified applicants with regard to race, color, religion, age, sex, national origin, disability, sexual orientation, genetics or veteran status. In addition to federal law requirements Reynolds + Rowella, LLP complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment.
This job description indicates in general terms, the type and level of work performed. The duties described are not to be interpreted as being all-inclusive and management reserves the rights to add, modify, change or rescind the tasks as assigned at any time. Nothing in this position description changes the at-will employment relationship existing between the company its employees.
Senior Tax Associate 824729
Tax Associate Job 48 miles from Newington
As a Senior Tax Associate at a public accounting firm, you will play a critical role in managing complex tax engagements for a diverse portfolio of clients, including individuals, corporations, partnerships, and trusts. You will oversee tax return preparation, perform technical tax research, and guide junior staff, ensuring compliance and optimizing client tax strategies.
Key Responsibilities:
Tax Compliance:
Prepare and review federal, state, and local tax returns for businesses, individuals, and other entities.
Ensure timely filing and compliance with relevant tax laws and regulations.
Assist with quarterly and annual tax provision calculations.
Client Service:
Serve as a primary point of contact for clients on tax matters.
Advise clients on tax planning strategies, potential liabilities, and regulatory changes.
Build and maintain strong client relationships.
Research and Technical Expertise:
Conduct technical research on complex tax issues using IRS codes, tax regulations, and accounting literature.
Draft memoranda and reports to document findings and support conclusions.
Project and Staff Management:
Supervise and mentor junior associates and interns.
Review work prepared by staff and provide constructive feedback.
Manage engagement workflows to meet deadlines and budget expectations.
Process Improvement:
Identify opportunities for process and efficiency improvements within the tax function.
Stay up to date with industry changes and help implement best practices.
Qualifications:
Bachelors degree in Accounting or related field (Masters in Taxation preferred)
CPA license or working toward certification
35 years of experience in public accounting with a focus on taxation
Strong knowledge of U.S. tax codes, GAAP, and compliance regulations
Proficiency in tax software (e.g., CCH Axcess, GoSystem, ProSystem fx) and Microsoft Excel
Excellent analytical, communication, and time-management skills
Preferred Skills:
Experience with international, SALT, or partnership taxation is a plus
Familiarity with ASC 740 (income tax accounting) desirable
Client-facing experience in a mid- to large-size public accounting firm
Project Accountant
Tax Associate Job 6 miles from Newington
Job Description
Senior Project Accountant • $70k-80k • Hartford • A/E Firm
Award-winning architecture and interior design firm, JCJ Architecture, is looking for a Project Accountant OR Senior Project Accountant with 3-7+ years of billing & receivables experience, preferably in an A/E environment. Knowledge of Vantagepoint software or other Deltek product is desirable. Position sits in Hartford, CT (firm has many location in the U.S.). Employee-owned; ESOP offered; 401k/IRA match; Benefits & Paid Holidays/PTO. Hiring this Project Accountant because the company has experienced strong growth & has a backlog of new projects. Position reports to the Controller. Zoom followed by one, or at most two, onsite visits/interviews and then Offer made. No assessments, no background checks. Company’s office is in the former Colt Firearms Building, where Senator Christopher Murphy’s office is. Please see the JD and recruitment brochure attached.
Senior Tax Associate
Tax Associate Job 45 miles from Newington
Full-time Description
In this role as a Senior Tax Services Associate, your primary responsibility will be the intake, research, and resolution of all incoming IRS correspondence regarding our clients' tax filings, payments, credits, and refunds. You will also assist data processing for K-1 reporting, tax return preparation for level 1 and 2 returns, and support ad hoc projects.
We are seeking a quick learner with strong analytical skills, attention to detail, who works well independently as well as with a team and takes direction effectively from various sources. An ideal candidate for this role is someone with tenacity who is meticulous, highly motivated, demonstrates a proactive approach to tasks, all while succeeding in a fast-paced environment where deadlines are critical.
Key Responsibilities:
IRS Notices (60%)
Intake, research, and resolution of correspondence from the IRS, primarily regarding the filing of IRS Forms 990PF and 990T, including extensions to those forms and associated tax payments
Review and reconciliation of incoming refund checks, credit adjustments, and discrepancies between internal and IRS
Coordinate the processing of physical mail from the IRS
Manage workflow through project management software
Work with other internal stakeholders, such as Tax Accountants (Tax & Legal Affairs), Analysts (Financial Accounting) and Private Client Advisors (Client Services) to resolve client tax matters
K-1 Preparation (30%)
Intake and manage receipt of K-1s
Review K-1 input data for accuracy
Responsible for resolving and reconciling any differences between the K-1 and Foundation Source records
Obtain any additional tax documentation/clarification per K-1 provided to process the K-1 for tax return preparation.
Tax Return Prep (10%)
Prepare private foundation tax returns (Primarily basic IRS Forms 990-PF and accompanying forms)
Other tax related projects as requested by management
Requirements
Desired Knowledge,
Skills & Abilities:
2+ years of accounting experience required
Bachelor's degree or relative work experience preferred
Experience working with IRS on resolution of correspondence and other tax matters
Knowledge of K-1s
Strong analytical and problem-solving skills
Stellar organizational skills
Strong and clear communication, both in written and verbal formats
Adept technical skills (tax, accounting)
Must be detail oriented, self-motivated, and able to prioritize
Must work well in a team environment as well as independently
Ability to learn quickly, take initiative and see projects through completion
Ability to grasp the big picture and learn how different aspects of a process affect each other, in addition to being able to complete individual tasks with precision
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
An Equal Opportunity Employer
We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.
Salary Description $78k
Tax Senior
Tax Associate Job 31 miles from Newington
Job Description Tax Senior – Public Accounting
Type: Full-Time | Public Accounting | Tax
We’re currently partnered with reputable public accounting firms across the East Coast that are actively seeking experienced Tax Seniors. These firms range in size and structure, but all share one common goal: hiring high-quality professionals who bring both technical expertise and a collaborative mindset to the table.
If you’re a motivated tax professional with 3+ years of public accounting experience, we’d love to connect.
What You’ll Do:
Prepare and review complex individual, corporate, partnership, and trust tax returns
Assist with tax planning and research projects
Build and maintain strong client relationships
Supervise, mentor, and review the work of junior staff
Stay current with tax law changes and industry trends
What We’re Looking For:
3+ years of tax experience in a public accounting firm
CPA designation or actively pursuing it (passed parts of the exam preferred)
Strong communication and interpersonal skills
Exposure to a variety of tax software platforms (experience with CCH, UltraTax, ProSystem fx, etc. is a plus)
Comfortable working across diverse client types: HNW individuals, partnerships, corporations, trusts, nonprofits, and more
Why These Opportunities Stand Out:
Whether you're looking for a clear path to Manager and beyond or value being part of a team that truly cares about culture and work-life balance, we’re here to help you find the right fit.
Compensation & Perks:
Competitive salary (based on location and experience)
Full benefits (health, 401k, PTO, etc.)
Bonus potential
Flexible schedules depending on the firm
Let’s Talk:
If you're open to exploring new opportunities that match your career goals, send us a message. We’ll connect you with a firm that fits your experience, personality, and growth potential.
As a recruitment firm, we are committed to working with client companies that are Equal Opportunity Employers. All qualified applicants will be considered for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected characteristic as defined by applicable law. Employment decisions are made solely based on qualifications, merit, and business needs.
Senior Attest & Tax Accountant
Tax Associate Job 40 miles from Newington
Job Description
Senior Attest & Tax Accountant– Offices in Shelton, Bethel, and Norwalk
The Innovative CPA Group is one of the fastest growing firms in Connecticut, and we are looking for a Senior Attest & Tax Accountant to join our team. The Innovative CPA Group is an employee-centric firm comprised of experienced tax and accounting professionals. We have successfully built a culture of empowerment, accountability, and wide-ranging expertise. We are also truly innovative in that we leverage the latest technology to streamline our workflow, thereby improving the service to our clients.
Essential Attest Responsibilities:
Ability to independently review and prepare financial statements & footnote disclosures for audits, reviews, and compilation engagements.
Perform accounting research with the aid of research tools and communicate with partners and/or clients.
Manage and build strong business client relationships, including running engagements that include financial statements.
Essential Tax Responsibilities:
Prepare and review complex individual, partnership, and corporate returns.
Perform tax planning strategies for high-net-worth individuals.
Perform tax and accounting research with the aid of research tools and communicate with partners and/or clients.
Manage and build strong business client relationships, including running engagements that include tax returns and business consulting.
Draft and review responses to tax notices from various federal and state agencies.
What You’ll Bring:
5+ years of experience in a public accounting firm.
Bachelor’s or Master’s degree in Accounting or relevant field required.
CPA license is a plus.
Experience with CCH programs is a plus.
Knowledge of QuickBooks, Microsoft Office programs, etc.
Professional and effective oral and written communication skills and interpersonal abilities.
Ability to work well within a team environment.
Integrity, accountability, and confidentiality.
Excellent analytical, organizational skills, and attention to detail.
Positive attitude, strong work ethic, and collaborative spirit
What You'll Love About Us:
Competitive compensation, commensurate with experience.
401(k) plan with employer match.
Paid health insurance for Employee, with dependent/spouse coverage at employee cost.
4 weeks of vacation.
Onsite gym membership (Shelton location).
Great work environment.
Flexible work hours.
Hybrid option are available for the right candidate.
Business casual attire.
Senior Tax Associate
Tax Associate Job 6 miles from Newington
Job Description
When you work at Whittlesey, you join a diverse team that provides today’s business leaders with leading assurance, advisory, tax, and technology services.
Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA’s annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year.
We have an exciting career opportunity for a Senior Tax Associate to join our Tax team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility.
Our Culture
Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals.
Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member’s unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism.
Benefits and Work-Life Integration
Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department’s needs and a competitive paid time off program.
Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing.
What you will be doing
Prepare and execute high-quality tax documentation, demonstrating a thorough understanding of industry-specific accounting.
Solve complex problems by applying accounting principles and tax procedures to meet client deadlines.
Review the work of associates and interns to ensure compliance with tax procedures and effective documentation.
Implement Whittlesey’s tax documentation methodology, ensuring consistency and adherence to established procedures.
Proactively communicate progress to engagement teams, management, and associates.
Monitor engagement budgets, managing both your time and the time of associates to ensure budgetary compliance.
What you must have
Bachelor’s degree in accounting from an accredited college or university and/or equivalent years of experience.
CPA license or actively pursuing CPA license.
150 credit hours for CPA certification or actively pursuing.
Minimum two years of experience in tax compliance.
Must possess a state Driver’s License.
Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability.
Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!
Tax Senior Accountant
Tax Associate Job 22 miles from Newington
At FML, we are always looking for driven individuals who are enthusiastic about learning a client's business, understanding their challenges, and finding the right solutions. Our goal is to work with the best people by cultivating the talent of seasoned professionals with previous experience in public accounting as well as graduates seeking their first public accounting position.
About this Position
Our tax staff accountants work in the fast-paced and challenging field of public accounting, working with FML employees at the staff, senior, manager, director, and partner levels. In this position, you will participate in work with our valued clients, who range in size and industry from boutique small businesses to multi-national corporations. If you're driven to expand your career in the world of public accounting and tax; we want to hear from you.
Technical & Professional Responsibilities:
Prepare, supervise and review federal and state corporate, individual, trust and estate, and partnership returns, while exercising professional judgment with respect to identifying tax issues and working to develop solutions
Interpret Tax Code
Establish working relationships with colleagues and client personnel
Identify technical issues in the engagement commensurate with level of experience
Utilize prior year work papers and tax returns as a guide in preparing the current year return
Make projections on future tax liabilities based on variable options to make client recommendations as part of the tax planning process.
Create work papers that are well organized, concise, and properly referenced
Develop familiarity with research tools, researching tax issues and legislation
Participate in FML orientation, training, and mentoring activities
Educational Requirements:
Bachelor of Science or Master of Science in Accounting with goal of meeting the educational requirements to become a certified public accountant
2-5 years of experience in the field of public accounting
Skills & Qualifications:
Demonstrated leadership and problem-solving skills
Strong verbal and written communication skills
Ability to work on multiple assignments and prioritize tasks
Ability to work independently and as part of a team with professionals at all levels
Willingness to travel to out-of-town engagements
Project Accountant
Tax Associate Job 25 miles from Newington
True Environmental and its partner firms, have united their strengths to establish the nation's premier environmental and engineering services consulting firm. This powerhouse organization offers an extensive range of services aimed at revolutionizing the built environment and preserving the natural one. Its diverse expertise encompasses environmental remediation, urban planning, engineering iconic coastal and marine structures, developing sustainable energy sources, and pioneering resource extraction methods. With a workforce of over 450 dedicated professionals, including environmental experts, engineers, technicians, scientists, planners, surveyors, and construction management professionals, this dynamic organization operates in more than 20 offices across the U.S. Explore further at True-Environmental.com to discover the full scope of our capabilities.
True is seeking an experienced Project Accountant II to join our Project Accounting team in Florham Park, NJ - Eatontown, NJ, Guilford CT or New York City, NY. This position includes working closely with project managers to ensure the fiscal health of the assigned projects throughout the entire project life cycle, from project due diligence through client invoicing and collections.
What you'll do
* Complete the full billing cycle per project assigned ensuring efficiency and accuracy meeting all deadlines to ensure the billing and collections cycle times are minimized.
* Work directly with clients to provide high customer service levels, address client needs and provide solutions.
* Follow through on all billing-related issues to resolution including invoice corrections.
* Monitor the project financial performance monthly and work closely with the project managers as needed.
* Maintain and monitor project specific budgets, spreadsheets and provide any ad hoc required reports.
* Coordinate collection efforts and resolve aged WIP.
* Attend project review calls.
* Assist in month end revenue review on an as needed basis.
* Work closely with Collections, Payables, and the General Ledger team to resolve project related issues.
Minimum Qualifications
* B.S. in Accounting/Finance OR A.S. in Accounting/Finance with an additional 2 years accounting/billing experience.
* 3 years (or 5 years with an Associate's Degree) in project accounting or billing experience, preferably in the engineering and/or architecture industry.
* Basic accounting knowledge
* Excellent MS Suite skills specifically Excel and including Word, Outlook and Access
Preferred Qualifications
* Experience with Deltek Vision/Vantagepoint or ERP software
* Strong organization, troubleshooting and problem-solving skills
* Strong written and verbal communication skills
* Ability to multitask and handle multiple deadlines with ease
* Able to work independently as well as work in a team-oriented and fast-paced environment
* Accuracy in preparing and proofing billing for accuracy
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Tax Senior
Tax Associate Job 6 miles from Newington
JOB SUMMARYAs a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.
Tax Preparation
Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)
Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships
Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives
Research and Analysis
Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes
Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions
Client Communication
Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
Compliance and Documentation
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
Team Collaboration
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
Process Improvement and Innovation
Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
Supervisory responsibilities
May supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel required
Travel may be frequent and unpredictable, depending on client's needs
Required education and experience
Bachelor's degree in accounting, finance, or a related field
3 - 6 years of relevant experience
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Preferred education and experience
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
Responsible for completing the minimum CPE credit requirement
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Senior Tax Associate
Tax Associate Job 22 miles from Newington
Job Description
When you work at Whittlesey, you join a diverse team that provides today’s business leaders with leading assurance, advisory, tax, and technology services.
Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA’s annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year.
We have an exciting career opportunity for a Senior Tax Associate to join our Tax team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility.
Our Culture
Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals.
Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member’s unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism.
Benefits and Work-Life Integration
Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department’s needs and a competitive paid time off program.
Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing.
What you will be doing
Prepare and execute high-quality tax documentation, demonstrating a thorough understanding of industry-specific accounting.
Solve complex problems by applying accounting principles and tax procedures to meet client deadlines.
Review the work of associates and interns to ensure compliance with tax procedures and effective documentation.
Implement Whittlesey’s tax documentation methodology, ensuring consistency and adherence to established procedures.
Proactively communicate progress to engagement teams, management, and associates.
Monitor engagement budgets, managing both your time and the time of associates to ensure budgetary compliance.
What you must have
Bachelor’s degree in accounting from an accredited college or university and/or equivalent years of experience.
CPA license or actively pursuing CPA license.
150 credit hours for CPA certification or actively pursuing.
Minimum two years of experience in tax compliance.
Must possess a state Driver’s License.
Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability.
Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!
Senior Attest & Tax Accountant
Tax Associate Job 34 miles from Newington
Job Description
Senior Attest & Tax Accountant– Offices in Shelton, Bethel, and Norwalk
The Innovative CPA Group is one of the fastest growing firms in Connecticut, and we are looking for a Senior Attest & Tax Accountant to join our team. The Innovative CPA Group is an employee-centric firm comprised of experienced tax and accounting professionals. We have successfully built a culture of empowerment, accountability, and wide-ranging expertise. We are also truly innovative in that we leverage the latest technology to streamline our workflow, thereby improving the service to our clients.
Essential Attest Responsibilities:
Ability to independently review and prepare financial statements & footnote disclosures for audits, reviews, and compilation engagements.
Perform accounting research with the aid of research tools and communicate with partners and/or clients.
Manage and build strong business client relationships, including running engagements that include financial statements.
Essential Tax Responsibilities:
Prepare and review complex individual, partnership, and corporate returns.
Perform tax planning strategies for high-net-worth individuals.
Perform tax and accounting research with the aid of research tools and communicate with partners and/or clients.
Manage and build strong business client relationships, including running engagements that include tax returns and business consulting.
Draft and review responses to tax notices from various federal and state agencies.
What You’ll Bring:
5+ years of experience in a public accounting firm.
Bachelor’s or Master’s degree in Accounting or relevant field required.
CPA license is a plus.
Experience with CCH programs is a plus.
Knowledge of QuickBooks, Microsoft Office programs, etc.
Professional and effective oral and written communication skills and interpersonal abilities.
Ability to work well within a team environment.
Integrity, accountability, and confidentiality.
Excellent analytical, organizational skills, and attention to detail.
Positive attitude, strong work ethic, and collaborative spirit
What You'll Love About Us:
Competitive compensation, commensurate with experience.
401(k) plan with employer match.
Paid health insurance for Employee, with dependent/spouse coverage at employee cost.
4 weeks of vacation.
Onsite gym membership (Shelton location).
Great work environment.
Flexible work hours.
Hybrid option are available for the right candidate.
Business casual attire.