Senior Tax Accountant

Tax Family Office Senior Associate | High Net Worth & Family Office Services | New York, NY

We are partnering with a highly respected Top 10 wealth management fir
m, and the family office divisio
n is seeking a Tax Family Office Senior Associat
e to join its New York team. This role offers a unique blend of tax compliance, tax planning, financial administration, and client advisory work, making it an excellent opportunity for professionals looking to broaden their expertise beyond traditional tax preparation

.
What You'll Be Doi

• ng Prepare and review individual, business, and fiduciary income tax returns, including multi-state filin
• gs Assist with tax planning, projections, estimated tax calculations, and year-round advisory servic
• es Respond to tax notices and support IRS and state tax audi
• ts Conduct tax research and participate in special projec
• ts Review payroll tax filings and information retur
• ns Support forensic accounting and financial analyses related to matrimonial matte
• rs Provide business management and financial administration services to high-net-worth individuals and famili
• es Review financial statements, budgets, cash flow analyses, spending reports, and financial pla
• ns Build and maintain strong client relationships while serving as a trusted advis
• or Collaborate with attorneys, investment advisors, accountants, and other members of a client's professional services te
• am Manage workflow, client engagements, billing, and overall profitability of assigned accoun

ts
What We're Looking

• For Bachelor's degree in Accounting required;
  Master's in Taxation prefer
• redCPA prefer
• red5-7 years of high-net-worth tax experience within a CPA firm, family office, or wealth management environm
• ent Strong experience preparing and reviewing complex individual income tax retu
• rns Knowledge of tax planning, financial planning, and financial administration conce
• pts Proficiency with CCH Axcess Tax and Quick Books (Desktop and Onli
• ne)
  Strong organizational skills with exceptional attention to det
• ail Ability to manage multiple priorities and deadlines in a client-focused environm
• ent Excellent communication and relationship-building ski

lls
Why Consider This Opportun

ity?

This role offers much more than tax compliance. You'll work closely with affluent individuals and families, gaining exposure to financial planning, family office services, business management, and complex advisory matters. It's an opportunity to become a trusted advisor while developing a well-rounded skill set in a collaborative and client-centric environm

ent.
Busy Season H

• ours:
  
  Approxima
  tely 45 hours per
• week.
  
  Emphasis on maintaining reasonable non-billable hour expectat
• ions.
  
  Non-busy se
  ason 40 hours per

week
Compensation & Be

• Include:
  
  Medical, dental, and vision coverage starting on
• day one
  401(k) with employ
• er matchFlex
• ible PTOParent
• al leave
  
  Professional development and continuing education
• supportCommuter
• benefits
  
  Community engagement and volunteer oppor