Senior Tax Accountant

SR Staffing; New York (NY); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Flexible PTO

Parental leave

Professional development

Community engagement

Job summary

Top 10 wealth management firm seeks a Tax Family Office Senior Associate in New York to handle tax compliance, planning, and advisory work for high-net-worth clients. You will prepare diverse returns, manage multi-state filings, and collaborate with a multi-disciplinary team.

The role emphasizes client relationship building, financial administration, and strategic advisory within a family office setting, offering growth in complex tax matters.

Qualifications

• Bachelor's degree in Accounting required; Master's in Taxation preferred.
• CPA preferred.
• 5-7 years of high-net-worth tax experience within a CPA firm, family office, or wealth management environment.

Responsibilities

• Prepare and review individual, business, and fiduciary income tax returns, including multi-state filings.
• Assist with tax planning, projections, estimated tax calculations, and year-round advisory services
• Respond to tax notices and support IRS and state tax audits
• Conduct tax research and participate in special projects
• Review payroll tax filings and information returns
• Support forensic accounting and financial analyses related to matrimonial matters
• Provide business management and financial administration services to high-net-worth individuals and families
• Review financial statements, budgets, cash flow analyses, spending reports, and financial plans
• Build and maintain strong client relationships while serving as a trusted advisor
• Collaborate with attorneys, investment advisors, accountants, and other members of a client's professional services team
• Manage workflow, client engagements, billing, and overall profitability of assigned accounts

Skills

Tax compliance

Tax planning

Financial administration

Client advisory

Multi-state filings

Communication

Education

Bachelor's degree in Accounting

Master's in Taxation preferred

CPA preferred

Tools

CCH Axcess Tax

QuickBooks (Desktop and Online)

Job description

We are partnering with a highly respected Top 10 wealth management firm, and the family office division is seeking a Tax Family Office Senior Associate to join its New York team. This role offers a unique blend of tax compliance, tax planning, financial administration, and client advisory work, making it an excellent opportunity for professionals looking to broaden their expertise beyond traditional tax preparation.

About the Role

Prepare and review individual, business, and fiduciary income tax returns, including multi-state filings.

Responsibilities

• Assist with tax planning, projections, estimated tax calculations, and year-round advisory services
• Respond to tax notices and support IRS and state tax audits
• Conduct tax research and participate in special projects
• Review payroll tax filings and information returns
• Support forensic accounting and financial analyses related to matrimonial matters
• Provide business management and financial administration services to high-net-worth individuals and families
• Review financial statements, budgets, cash flow analyses, spending reports, and financial plans
• Build and maintain strong client relationships while serving as a trusted advisor
• Collaborate with attorneys, investment advisors, accountants, and other members of a client's professional services team
• Manage workflow, client engagements, billing, and overall profitability of assigned accounts

Qualifications

• Bachelor's degree in Accounting required; Master's in Taxation preferred
• CPA preferred
• 5-7 years of high-net-worth tax experience within a CPA firm, family office, or wealth management environment

Required Skills

• Strong experience preparing and reviewing complex individual income tax returns
• Knowledge of tax planning, financial planning, and financial administration concepts
• Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online)
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple priorities and deadlines in a client-focused environment
• Excellent communication and relationship-building skills

Preferred Skills

This role offers much more than tax compliance. You'll work closely with affluent individuals and families, gaining exposure to financial planning, family office services, business management, and complex advisory matters. It's an opportunity to become a trusted advisor while developing a well-rounded skill set in a collaborative and client-centric environment.

Pay range and compensation package

• Base Salary: $120,000 - $140,000 + 10-15% Bonus
• Medical, dental, and vision coverage starting on day one
• 401(k) with employer match
• Flexible PTO
• Parental leaveProfessional development and continuing education support
• Community engagement and volunteer opportunities

Equal Opportunity Statement

We are committed to diversity and inclusivity.