Tax Accountant

Tax Manager / Tax Director

Location:

Brooklyn, NY

Focus:
High-Net-Worth Individuals, Trusts, Estates & Family Office Clients

About the Role

We are seeking an experienced tax professional to lead complex tax compliance, planning, and consulting engagements for high-net-worth and ultra-high-net-worth individuals, trusts, estates, partnerships, and closely held businesses. This is a highly visible role offering exposure to sophisticated tax matters, wealth transfer strategies, and direct client advisory work.

Key Responsibilities

+ Prepare and review complex federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, and closely held entities.

+ Manage all aspects of tax compliance and reporting for private clients and family office relationships.

+ Conduct advanced tax research using Bloomberg Tax (BNA), IRS guidance, and other authoritative resources.

+ Identify tax-saving opportunities related to income, estate, gift, trust, and partnership taxation.

+ Advise clients on investment, real estate, business transaction, and wealth transfer tax implications.

+ Prepare tax projections and estimates to support financial and tax planning initiatives.

+ Respond to tax notices and assist with audits and examinations.

+ Collaborate with attorneys, wealth advisors, family office personnel, and other stakeholders on tax-related matters.

+ Monitor tax law changes and communicate potential impacts and planning opportunities.

+ Maintain detailed work papers and ensure compliance with firm and regulatory standards.

Qualifications

+ Bachelor's degree in Accounting, Finance, or a related field.

+ CPA required or strongly preferred.

+ 10+ years of tax experience, preferably serving high-net-worth individuals, family offices, private clients, or closely held businesses.

+ Extensive experience preparing and reviewing individual, trust, estate, gift, and partnership tax returns.

+ Advanced proficiency with Bloomberg Tax (formerly BNA) and tax research methodologies.

+ Strong knowledge of federal, state, and local tax regulations.

+ Experience providing strategic tax planning and consulting services.

+ Proven ability to manage multiple engagements and deadlines in a fast-paced environment.

+ Advanced Excel skills and strong analytical capabilities.

+ Excellent communication and client relationship management skills.

Why Apply?

✅ Work with sophisticated high-net-worth and ultra-high-net-worth clients

✅ Exposure to complex tax planning, estate, trust, and partnership matters

✅ Strategic advisory role with direct client interaction

✅ Collaborative environment alongside attorneys, wealth advisors, and family office professionals

✅ Opportunity to make a meaningful impact on clients' long-term financial and legacy planning goals

Job Type & Location

This is a Permanent position based out of Brooklyn, NY.

Pay and Benefits

The pay range for this position is $125000.00 - $175000.00/yr.

Health benefits, retirement plan, Paid time off, paid holidays

Workplace Type

This is a fully onsite position in Brooklyn,NY.

Final date to receive applications

This position is anticipated to close on Jul 31, 2026.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence.

With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a Clearly Rated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification…