HNW Tax Senior Associate

Madison-Davis, LLC; New York (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

Madison-Davis, LLC is seeking a Tax Senior Associate for its Private Client practice. You will prepare and review complex returns for high-net-worth individuals, trusts, estates, and family partnerships, while delivering strategic tax planning.

The role emphasizes advisory services, client relationship management, and collaboration with senior staff. CPA preferred and a background in private client taxation is essential.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 2+ years of public accounting tax experience focused on private client services.
• Experience preparing tax returns for high-net-worth individuals, trusts, estates, and related entities.
• Strong knowledge of individual, fiduciary, and partnership taxation.
• CPA preferred.

Responsibilities

• Prepare and review complex federal, state, and local tax returns for high-net-worth individuals, trusts, estates, gift tax, and family investment partnerships.
• Serve as a trusted advisor to high-net-worth clients, family offices, and related entities.
• Develop and implement tax planning strategies to optimize clients' financial positions.
• Identify tax-saving opportunities and provide proactive advisory services.
• Ensure compliance with federal, state, and local tax regulations.
• Research complex tax issues and prepare technical recommendations.
• Build and maintain strong client relationships through exceptional service and communication.
• Collaborate with Managers and Partners on complex client engagements and planning initiatives.
• Mentor and support junior tax professionals through coaching and technical guidance.
• Stay current on tax law developments affecting private clients, trusts, estates, and wealth planning.

Skills

Tax planning

Client relationships

Mentoring

Analytical thinking

Communication

Tax research

Organization

Education

Bachelor's degree in Accounting/Finance

CPA preferred

Tools

Tax software

Microsoft Excel

Job description

ABOUT THE ROLE

A leading public accounting and advisory firm is seeking a Tax Senior Associate to join its Private Client practice. This role provides tax compliance and advisory services to high-net-worth individuals, families, trusts, estates, private foundations, and family investment partnerships. The ideal candidate has a strong background in private client taxation, enjoys building long-term client relationships, and is passionate about delivering strategic tax planning solutions.

RESPONSIBILITIES

• Prepare and review complex federal, state, and local tax returns for high-net-worth individuals, trusts, estates, gift tax, and family investment partnerships.
• Serve as a trusted advisor to high-net-worth clients, family offices, and related entities.
• Develop and implement tax planning strategies to optimize clients' financial positions.
• Identify tax-saving opportunities and provide proactive advisory services.
• Ensure compliance with federal, state, and local tax regulations.
• Research complex tax issues and prepare technical recommendations.
• Build and maintain strong client relationships through exceptional service and communication.
• Collaborate with Managers and Partners on complex client engagements and planning initiatives.
• Mentor and support junior tax professionals through coaching and technical guidance.
• Stay current on tax law developments affecting private clients, trusts, estates, and wealth planning.

QUALIFICATIONS

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA preferred.
• 2+ years of public accounting tax experience focused on private client services.
• Experience preparing tax returns for high-net-worth individuals, trusts, estates, gift tax, and family partnerships.
• Strong knowledge of individual, fiduciary, and partnership taxation.
• Experience with tax planning and advisory services for affluent individuals and families.
• Strong analytical, problem-solving, and organizational skills.
• Excellent communication and client relationship management abilities.
• Experience mentoring junior staff is preferred.
• Proficiency with tax software and Microsoft Office applications, including Excel.