NKSFB

• Lead the team responsible for completing all client tax returns
• Maintain a strong rapport with clients and serve as a liaison between staff and Partners
• Oversee various tax initiatives and tax planning strategies to ensure compliance
• Review partnership, individual and trust tax returns and tax projections, including numerous multi-state returns
• Correspond with state and federal government agencies relating to client tax notifications received
• Provide guidance and support to tax staff and other team members with relevant tax and software questions
• Assist with document gathering efforts for state and federal audits
• Identify and research tax issues applicable to client transactions
• Mentor staff towards the achievement of internal and personal goals
• Attend client meetings with Partners to help build and manage client relationships
• Work extended hours as needed
• Other related duties as assigned

Tax Manager

Accountant

• Preparation of federal and multi-state income tax returns.
• Partner closely with high-net-worth individuals, large family groups, and family offices to handle tax work papers for their businesses, investments and estate planning entities.
• Prepare tax accounting adjustments and financial statements for individuals, corporations, partnerships, trusts, and estates.
• Prepare personal, corporate, partnership, and estate/trust tax returns of varying complexity.
• Prepare payroll tax returns for state and federal reporting.
• Understand client tax issues and situations and assist with tax research.
• Identify and recommend tax strategies that better position a client’s understanding of tax law.
• Correspondence with tax authorities, and/or IRS inquiries.
• Draft responses to governmental queries, notes, or mandates.
• Assist other team members with accounting responsibilities, as necessary.
• Uphold the firm's code of ethics and business conduct.

NKSFB

Tax Manager

Senior Tax Accountant

Senior Tax Accountant

Senior Tax Accountant