Senior Tax Accountant

Senior Tax Associate – Multi-Family Office (Ultra-HNW)

Compensation: $100,000 - $135,000 Base | $140,000 - $155,000 Total Compensation

A well-established multi-family office that advises Ultra-High-Net-Worth individuals and families ($25M+ net worth). The firm offers a highly collaborative environment, strong technical exposure, and a sustainable lifestyle rarely found in tax roles.

This Senior Tax Associate will be a generalist within a large, sophisticated tax group, supporting complex individual, trust, estate, and closely held entity matters. The role provides meaningful client exposure, increasing autonomy, and a clear path toward Manager-level responsibilities. The tax team consists of approximately 30 professionals, allowing for strong peer support, mentorship, and long-term growth.

Work-Life Balance:

Busy season: ~9:00am–7:00pm

Non-busy season: ~9:00am–4:00pm

Tax Compliance & Execution

• Prepare and review tax returns for high-net-worth individuals, trusts, and closely held businesses
• Ensure accuracy, completeness, and compliance with applicable tax laws and regulations
• Review financial statements and supporting documentation
• Inspect and analyze account books for accuracy, efficiency, and tax implications
• Identify tax issues, risks, and planning opportunities and escalate as appropriate

Tax Planning Support

• Support current and future tax planning initiatives for complex clients
• Apply technical tax knowledge to help minimize tax exposure
• Collaborate with Tax Managers and Family Office teams on planning strategies

Client Interaction

• Serve as a day-to-day contact for assigned client matters
• Communicate clearly and professionally with clients and external advisors
• Manage timelines, deliverables, and follow-ups across engagements

Review, Mentorship & Process Improvement

• Review work prepared by junior associates and provide constructive feedback
• Support training and development of Tax Associates
• Contribute to process improvements and best practices

Requirements:

3+ Years of HNW Tax from Public Accounting or Another Family Office

CPA, EA, or JD/LLM Preferred, not required