Senior Private Client Tax Advisor

Madison-Davis, LLC; New York (NY); Presencial; USD 110.000 - 170.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Tax planning

Client relationships

Mentoring

Analytical thinking

Communication

Tax research

Organization

Educación

Bachelor's degree in Accounting/Finance

CPA preferred

Herramientas

Tax software

Microsoft Excel

Descripción del empleo

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.