Senior Tax Advisor - HNW Wealth & Client Leadership

Talnt; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Talnt, a leading wealth management firm in New York, is seeking a Senior Associate with a strong HNW tax foundation to broaden client relationships beyond tax returns. You'll handle complex individual, business, trust, and fiduciary matters while integrating tax with overall financial planning.

You will plan ahead for clients, oversee financial affairs, coordinate with attorneys and investment advisors, and take ownership of engagement economics.

Qualifications

• 5+ years of high-net-worth tax experience in public accounting, wealth management, or a family office.
• Strong experience preparing and reviewing individual income tax returns for sophisticated HNW clients.
• Exposure to trusts, fiduciary taxation, business entities, and multi-state filings.
• Experience with proactive tax planning and projections—not solely compliance.
• CPA preferred; CFP is a plus.
• Bachelor's degree in Accounting; Master's in Tax is a plus.

Responsibilities

• Prepare and review complex individual, business, trust, and fiduciary returns (multi-state).
• Develop tax projections and proactive planning for HNW clients.
• Engage with clients year-round beyond filing deadlines.
• Provide business management and financial administration services.
• Review financial statements, budgets, and cash flow to understand client finances.
• Coordinate with attorneys, wealth managers, and other professionals.
• Respond to tax notices and assist with examinations.
• Glean insights from forensic accounting and matrimonial matters exposure.
• Review payroll tax and other information return filings.
• Own client relationships, billing, and engagement economics.

Skills

HNW Tax Expertise

Relationship Management

Proactive Tax Planning

Multi-State Filings

Communication Skills

Education

Bachelor's in Accounting

Master's in Tax (preferred)

CPA preferred

CFP is a plus

Tools

CCH Axcess Tax

QuickBooks

Job description

Talnt, a leading wealth management firm in New York, is seeking a Senior Associate with a strong HNW tax foundation to broaden client relationships beyond tax returns. You'll handle complex individual, business, trust, and fiduciary matters while integrating tax with overall financial planning.

You will plan ahead for clients, oversee financial affairs, coordinate with attorneys and investment advisors, and take ownership of engagement economics.