Senior Tax Associate - Family Office

Most HNW tax roles keep you focused on one piece of the client relationship. This one puts you at the center of it.

A highly respected wealth management and advisory firm is looking to add a Senior Associate to its New York team. This is an opportunity for someone with a strong high-net-worth tax foundation who wants to move beyond being brought in solely for tax and become deeply involved in the broader financial lives of their clients.

You'll still work on sophisticated individual, business, trust, and fiduciary tax matters—but that's only part of the role.

You'll help clients plan ahead, oversee their financial affairs, understand their businesses, analyze cash flow and spending, and coordinate with the attorneys, investment advisors, and other professionals around the table. The goal isn't simply to know the client's tax situation. It's to understand the entire financial picture.

For someone who enjoys the technical side of HNW tax but wants a much broader client relationship, this is a very different seat.

• Prepare and review complex individual, business, trust, and fiduciary income tax returns, including multi-state filings
• Develop tax projections, estimated payments, and proactive planning strategies for high-net-worth clients
• Work directly with clients throughout the year—not just around filing deadlines
• Provide business management and financial administration services across clients  personal and business affairs
• Review financial statements, budgets, cash flow, spending reports, and financial plans to understand the complete financial picture
• Coordinate with attorneys, investment advisors, wealth managers, and other professionals supporting each client
• Respond to tax notices, assist with examinations, and research complex tax matters
• Gain exposure to forensic accounting and financial work related to matrimonial matters
• Review payroll tax and other information return filings
• Take ownership of client relationships, including engagement economics, billing, collections, and profitability
• Become a resource clients rely on for questions and decisions that extend well beyond the tax return

• 5–7 years of high-net-worth tax experience within public accounting, wealth management, or a family office environment
• Strong experience preparing and reviewing individual income tax returns for sophisticated HNW clients
• Exposure to trusts, fiduciary taxation, business entities, and multi-state filings
• Experience with proactive tax planning and projections—not solely compliance
• Bachelor s degree in Accounting;
  Master s in Tax is a plus
• CPA preferred; CFP is a plus
• CCH Axcess Tax and Quick Books experience
• Strong client presence and the ability to build relationships with individuals, families, and their broader advisory teams

At most firms, becoming more senior in HNW tax means reviewing more returns, managing more engagements, and owning a larger book of the same work.

This role expands the work itself.

You'll still build on your tax expertise, but you'll also become involved in the business management, planning, financial administration, and day-to-day decisions that make you genuinely valuable to a client throughout the year.

If you ve built the technical foundation and are ready for a role where clients rely on you for considerably more than their tax return, I d be happy to share more confidentially.