Senior Tax Advisor, Family Office & High-Net-Worth

Jobot; New York (NY); Híbrido; USD 120.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonus 20%

Medical, dental, vision from day one

401(k) with company match

Flexible PTO

Parental leave

Education assistance

Commuter benefits

Volunteer opportunities

Exposure to high-net-worth tax matters

Collaborative culture

Descripción de la vacante

Jobot is seeking a Senior Tax Associate in New York to deliver tax compliance, planning, and family office services to high-net-worth individuals. The role blends tax expertise with client management and financial oversight, collaborating closely with wealth management teams.

You will work in a flexible hybrid schedule, receive a competitive compensation package, and participate in a supportive, growth-oriented culture that values professional development and client excellence.

Formación

• Bachelor's degree in Accounting required.
• Master's in Taxation preferred.
• CPA license preferred; CFP designation a plus.

Responsabilidades

• Tax Compliance & Planning: Prepare and review tax returns for individuals, trusts, and businesses; multi-state filings.
• Family Office & Financial Administration: Manage bookkeeping, payroll, bank reconciliations, and financial statements; support budgeting and cash flow analyses.
• Client Relationship Management: Build and maintain relationships with high-net-worth clients; handle billing and ensure profitability.

Conocimientos

Client relations

Analytical thinking

Communication

Time management

Educación

Bachelor's degree in Accounting

Master's in Taxation (preferred)

CPA license (preferred)

CFP designation a plus

Herramientas

CCH Axcess Tax

QuickBooks (Desktop & Online)

Descripción del empleo

Jobot is seeking a Senior Tax Associate in New York to deliver tax compliance, planning, and family office services to high-net-worth individuals. The role blends tax expertise with client management and financial oversight, collaborating closely with wealth management teams.

You will work in a flexible hybrid schedule, receive a competitive compensation package, and participate in a supportive, growth-oriented culture that values professional development and client excellence.