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Senior Tax & Wealth Planning Associate; Family Office
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-29
Listing for:
Corient Private Wealth LLC.
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Tax Accountant, Tax Advisor, Wealth Management, Tax Manager
Job Description & How to Apply Below
Location: New York
Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning. You will prepare and review tax work papers, assist in research, and collaborate with a small team to deliver integrated family office services.
The role emphasizes attention to detail, strong communication, and the ability to handle time-sensitive client requests while continuing professional development.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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