Senior Tax Advisor – High Net Worth Planning (Hybrid)

BreakPoint Talent; New York (NY); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) and life insurance

Generous PTO, vacation, sick time, and

holidays

Job summary

BreakPoint Talent is a boutique search firm partnering with a financial services client in Great Neck, NY. The role is hybrid, requiring three days on-site and two days remote, with a focus on proactive tax planning for high net worth individuals and entities.

You will own client relationships, work directly with leadership, and see the planning side of tax. CPA-eligible candidates with 3+ years in high net worth taxation are encouraged to apply.

Qualifications

• 3+ years of public accounting or high net worth tax experience.
• CPA license or CPA eligible preferred.
• Experience with individuals, trusts, partnerships or estates.
• Familiarity with wealth management tax planning concepts.
• Strong organizational and communication skills.
• Proficiency with CCH, UltraTax or comparable software.
• Able to commute to Great Neck, NY three days a week.

Responsibilities

• Prepare and review federal and state tax returns for high net worth individuals, partnerships, S-corps, and trusts.
• Manage ongoing client relationships and serve as a trusted advisor.
• Conduct tax research and provide planning recommendations.
• Supervise and mentor junior team members.
• Support leadership on complex compliance and planning engagements.
• Identify tax savings opportunities and communicate them proactively to clients.

Skills

Client relationships

Tax planning

Tax research

Mentoring juniors

Communication skills

Organization

Education

CPA license or CPA eligible

Tools

CCH

UltraTax

Job description

BreakPoint Talent is a boutique search firm partnering with a financial services client in Great Neck, NY. The role is hybrid, requiring three days on-site and two days remote, with a focus on proactive tax planning for high net worth individuals and entities.

You will own client relationships, work directly with leadership, and see the planning side of tax. CPA-eligible candidates with 3+ years in high net worth taxation are encouraged to apply.