Job description
SummitTax Partners, a premier tax advisory firm in New York City, is seeking a seasoned Tax Consultant to join our growing team. This role offers complex engagements, deep technical work, and a clear path to leadership.
You'll collaborate with clients across industries to optimize tax position while maintaining compliance and strong governance. We offer a competitive compensation package, ongoing professional development, and a collaborative culture that prizes integrity and excellence.
Responsibility
- Deliver comprehensive federal, state, and local tax planning and compliance for individuals, corporations, partnerships, and estates.
- Research complex tax issues and prepare technical memos to support engagement deliverables.
- Prepare and review tax returns, schedules, and supporting documentation with accuracy and timeliness.
- Analyze tax implications of business transactions, reorganizations, and cross-border activities.
- Advise clients on tax-efficient strategies while ensuring adherence to GAAP and regulatory requirements.
- Collaborate with audit and advisory teams to support client needs and risk management.
- Manage client relationships, set expectations, and communicate findings clearly to non-technical stakeholders.
- Mentor junior staff, contribute to practice development, and participate in business development activities.
Qualification
- Bachelor's degree in Accounting, Finance, or a related field; CPA or Enrolled Agent credential preferred.
- 5+ years of tax consulting or equivalent public accounting experience, with exposure to multi-jurisdictional tax matters.
- Strong knowledge of U.S. federal, state, and local tax laws; international tax exposure a plus.
- Excellent analytical, research, and problem-solving skills; ability to translate complex concepts for clients.
- Demonstrated client management and communication skills; ability to manage deadlines and work independently in a fast-paced environment.
- Proficiency with tax software and data analytics tools (e.g., ProConnect, Drake, GoSystem, Intuit, Excel); comfort with ERP integrations.
- Collaborative mindset with a commitment to high-quality client service and professional ethics.