Job Description
Job Description
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Seneca Financial Advisors LLC is a financial, tax, and investment planning firm looking for a highly motivated, detail-oriented individual seeking an opportunity in a growing tax practice. This is a position working directly with the firm’s advisors and client data. Seneca Financial Advisors offers objective and independent advice to its clients. We specialize in providing highly personalized, comprehensive wealth management services to affluent individuals, retirees, and families with multiple generations.
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We anticipate a full-time work schedule (minimum of 6 hours per day) during the periods of October 15th through December 15th, as well as February 15th through April 15th. The position also would include working approximately 10 hours a week during the rest of the year or as workload dictates.
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Responsibilities
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· Prepare complex individual income tax returns (multi-state with complex K-1’s).
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· Analyze and project investment income and capital gains and losses for the year.
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· Review and update 4th quarter estimated tax payments.
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· Assist in the preparation of yearend materials for client meetings.
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· Research federal and state income tax issues.
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Qualifications
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· Bachelor’s degree and 2-3 years of tax-related experience required; EA, CPA Certification a plus.
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· Proficiency in Excel, Word, and Microsoft Outlook; prior exposure to CCH Axcess & SurePrep tax software and BNA Tax Planner a plus.
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· Strong analytical, communication and organizational skills, with attention to detail.
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· Able to handle multiple assignments and prioritize workload.
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· Team oriented.