Senior Tax Associate - Private Client Services

Tax Senior Associate – Private Client Services

Location: New York (Hybrid)

Join a Growing Public Accounting Firm

A nationally recognised public accounting and advisory firm is seeking a Tax Senior Associate to join its expanding Private Client Services team. This is an excellent opportunity to work with high-net-worth individuals, family offices, business owners, and privately held companies, providing strategic tax compliance and advisory services in a collaborative environment.

This hybrid position offers flexibility while encouraging meaningful in-person collaboration with colleagues and clients.

As a Tax Senior Associate, you'll manage a varied portfolio of private clients, delivering high-quality tax services while supporting managers and partners on complex engagements. You'll build trusted client relationships, contribute to planning strategies, and play an active role in the firm's continued growth.

• Prepare and review federal and state tax returns for individuals, corporations, S corporations, partnerships, and trusts.
• Manage assigned client engagements from planning through completion, ensuring deadlines and quality standards are met.
• Prepare quarterly and annual tax projections and assist clients with proactive tax planning strategies.
• Analyse financial statements, balance sheets, and income statements to support tax reporting and advisory services.
• Research complex tax legislation and provide practical solutions to client issues.
• Maintain regular communication with clients, responding promptly to enquiries and providing ongoing support.
• Assist with financial statement compilations and reviews where required.
• Support business development activities, including proposals and client presentations.
• Collaborate with managers, partners, and multidisciplinary teams on advisory projects.
• Contribute to process improvements and help identify opportunities to enhance client service.

• Bachelor's degree in Accounting, Finance, or a related discipline.
• Master's degree in Taxation or Accounting preferred.
• CPA, Enrolled Agent (EA), or Juris Doctor (JD) qualification preferred.
• At least two years of public accounting experience with a strong emphasis on taxation.
• Experience preparing Forms 1040, 1041, 1065, 1120, and 1120S.
• Strong understanding of tax compliance, planning, and research.
• Experience using professional tax software such as GoSystem, CCH, BNA, RIA, or similar platforms.
• Advanced Microsoft Excel and Microsoft Office skills.
• Excellent organisational, communication, and project management abilities.
• Ability to manage multiple engagements while maintaining exceptional attention to detail.

• Competitive salary ranging from $95,000 to $130,000
  , depending on experience.
• Annual performance bonus opportunities.
• Hybrid working model with flexible scheduling.
• Comprehensive medical, dental, and vision insurance.
• Retirement savings plan with employer contributions.
• Generous paid time off and company holidays.
• Enhanced parental leave and family-friendly benefits.
• Extensive learning and professional development programmes.
• Clear career progression within a growing national public accounting firm.
• Collaborative, inclusive culture that values innovation, teamwork, and professional growth.

If you re looking to advance your career within a respected public accounting firm that values technical excellence, client relationships, and continuous development, we d love to hear from you.