Senior Tax & Family Office Associate—Wealth Advisory; NY

Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team.

Primary Responsibilities

As a Senior Associate in our New York office, your responsibilities would include the following activities:

• Preparation and review of personal, business and fiduciary income tax returns including multi-state filings
• Preparation and review of tax projections for planning and estimated taxes and other tax planning
• Respond to tax notices and assist with tax audits
• Tax research and special projects
• Review of payroll tax returns and other information tax return filings
• Forensic accounting and other financial work for matrimonial actions
• Provide business management/financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements)
• Review client specific reports including financial statements, budgets, cash flow and spending reports, as well as financial plans
• Responsible for developing and maintaining superior client relationships
• Interaction with other members of a client’s wealth management team
• Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability

• Extensive knowledge of income tax planning, financial planning and financial administration
• Bachelor’s degree in Accounting, Masters in Tax a plus
• CPA license preferred, CFP desirable
• 5 – 7 years of High Net Worth tax experience with CPA firm or wealth management firm
• Extensive experience with preparation and review of individual income tax returns with an emphasis on the taxation of high net worth individuals
• Proficiency with CCH Axcess Tax and Quick Books (Desktop and Online versions)
• Ability to manage professionals, workflow, to multitask and meet deadlines
• Excellent oral and written communication skills, strong organizational skills and attention to detail
• Professionalism, dependability, integrity and trustworthiness combined with a team mentality

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits