Fiduciary Tax Senior Associate

Are you a thoughtful, detail-oriented accounting professional looking to join a Private Client team at an independent investment management company as a Fiduciary Tax Associate?

The firm serves a diverse client base that includes individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries. With almost 1000+ colleagues worldwide—all of whom are equity owners—the organization operates with a strong client-first mindset and a shared sense of accountability.

In this role, the Fiduciary Tax Associate collaborates closely with CPAs, tax attorneys, investment professionals, and external accounting firms to support sophisticated families, trusts, and foundations. Key responsibilities include coordinating complex fiduciary tax reporting and planning initiatives, organizing and analyzing tax data, facilitating tax filings and payments, managing correspondence with taxing authorities, and translating evolving tax laws into clear, actionable guidance for internal teams and clients.

The ideal candidate brings:

• 3+ years of tax experience in public accounting, a family office, or a private client-focused financial institution
• Experience working with trusts, private foundations, partnerships, and high-net-worth individuals and families

This opportunity provides exposure to complex tax matters within a collaborative, intellectually rigorous environment where long-term thinking, ownership, and exceptional client service are central to the firm’s culture.