Senior Tax Advisor – High Net Worth & Family Office

Jobot; New York (NY); Sur place; USD 120 000 - 140 000; Plein temps

Avantages offerts par ce poste

Annual bonus

Medical, dental, and vision coverage

401(k) plan with company match

Flexible PTO policy

Parental leave

Education support for certifications

Commuter benefits

Community involvement and volunteer 지원

Résumé du poste

Jobot in New York, NY is seeking a Senior Tax Associate to serve high-net-worth individuals and family offices. This role blends tax compliance with advisory services, delivering sophisticated planning and client-focused financial support.

Join a collaborative team that partners with wealth management professionals to help clients navigate complex tax matters while expanding advisory exposure beyond traditional compliance.

Qualifications

• 5–7 years of high-net-worth tax experience within a public accounting, family office, or wealth management environment.
• Bachelor's degree in Accounting required; advanced degree preferred in Taxation.
• CPA license preferred; CFP designation a plus.

Responsabilités

• Prepare and review individual, business, trust, and fiduciary tax returns, including multi-state filings.
• Prepare tax projections, estimated tax calculations, and planning analyses.
• Respond to tax notices and assist with audits and examinations.
• Provide tax planning and advisory support within family office engagements.
• Manage client relationships and coordinate with wealth management teams.

Connaissances

High-net-worth tax experience

CPA preferred

Client relationship management

Analytical skills

Communication skills

Formation

Bachelor's degree in Accounting

Master's in Taxation

Outils

CCH Axcess Tax

QuickBooks (Desktop & Online)

Description du poste

Jobot in New York, NY is seeking a Senior Tax Associate to serve high-net-worth individuals and family offices. This role blends tax compliance with advisory services, delivering sophisticated planning and client-focused financial support.

Join a collaborative team that partners with wealth management professionals to help clients navigate complex tax matters while expanding advisory exposure beyond traditional compliance.