Senior Tax Associate – Private Client Services Job New York New York USA,Accounting

Location: New York

Senior Tax Associate – Private Client Services

$80000 - $95000 per year | New York, NY | On-site | Permanent

Elevate your public accounting career by working with ultra-high-net-worth clients, hedge fund and private equity professionals, while enjoying hybrid flexibility, strong mentorship, and exceptional growth opportunities in a highly specialized tax practiceA bit about us:

A leading accounting, tax, and advisory organization serving high-net-worth individuals, family offices, investment professionals, and closely held entities. The firm is known for delivering sophisticated tax solutions, fostering professional development, and maintaining a collaborative culture focused on technical excellence and exceptional client service.

Why join us?

Competitive compensation package ($80,000-$95,000)
Discretionary performance bonus
Hybrid schedule with in-office collaboration and flexibility
Medical, dental, and vision insurance
401(k) plan and profit‑sharing program
Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
Basic Life, AD&D, and voluntary life insurance
Inclusive parental leave benefits
Generous Paid Time Off (PTO)
Paid firm holidays
Employee wellness and assistance programs
Professional development, training, and certification opportunities
Recognition and rewards programs
Community involvement and volunteer opportunities
Strong mentorship and long-term career growth

Job Details

Assist with tax planning and compliance services for ultra‑high‑net‑worth individuals and families.
Prepare complex individual and partnership tax returns, including Form 1040 and related filings.
Support tax compliance needs for fund management companies and investment professionals.
Maintain regular communication with clients and internal engagement teams.
Prepare detailed tax work papers and supporting documentation.
Conduct tax research and summarize findings related to individual and entity taxation matters.
Develop expertise in hedge fund K-1 reporting and its impact on individual taxation.
Assist with tax matters involving:
Trusts
Estates
Gift Tax
Charitable Entities
Review work prepared by junior staff for quality and accuracy, as appropriate.
Mentor and support Associates and junior team members.
Stay current on federal and state tax law developments.
Collaborate closely with Managers and Partners to deliver exceptional client service.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at