Wealth Tax Planning Associate
Listed on 2026-10-16
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Finance & Banking
Tax Law
JCW Group is seeking a Tax Planning Associate on Long Island to deliver year-round tax planning and wealth management services for high-net-worth clients. The role involves preparing complex individual returns and collaborating with wealth advisors to craft thoughtful tax strategies.
You will work on multi-state matters, research tax laws, and coordinate with outside CPAs and attorneys to ensure comprehensive planning and timely filings.
The Wealth Tax Planning Associate position in the Legal, Management & Operations field is open for applications.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Jericho, NY, United States.
This opportunity is part of our work in Legal, Management & Operations.
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