Senior Tax Associate

Job Juncture; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is on the lookout for a Senior Tax Associate to provide comprehensive tax compliance and advisory services. This exciting role involves preparing and reviewing various tax returns, conducting in-depth tax research, and managing client relationships. You'll have the chance to work with high-net-worth clients, gaining exposure to complex trust and estate tax issues. With a clear path for career advancement and the opportunity to collaborate with seasoned professionals, this position promises strong growth potential in a dynamic environment. If you're ready to elevate your tax expertise, this is the perfect opportunity for you.

Qualifications

• 3+ years of experience in trust, estate, and gift tax matters.
• Strong knowledge of tax compliance and estate planning.

Responsibilities

• Prepare individual, fiduciary, estate, and gift tax returns.
• Research tax laws and develop tax-saving strategies.
• Supervise and mentor junior staff.

Skills

Tax Compliance

Estate Planning

Client Management

Analytical Skills

Communication Skills

Leadership Skills

Education

Bachelor's degree in Accounting

CPA (preferred or in progress)

Job description

We are seeking a Senior Tax Associate to provide fiduciary, estate, gift, and personal income tax compliance and advisory services. This role involves preparing and reviewing tax returns, conducting tax research, and managing client relationships. The position offers strong career growth potential and the opportunity to work with experienced professionals in a dynamic environment.

Responsibilities:

• Prepare individual, fiduciary, estate, and gift tax returns.
• Provide estate planning and tax compliance services.
• Oversee fiduciary accountings for estates and trusts.
• Handle federal and state tax notices and audits.
• Research tax laws and develop tax-saving strategies.
• Analyze estate planning legal documents and provide advisory support.
• Manage client relationships and oversee client accounts.
• Supervise and mentor junior staff, monitoring workloads and performance.

Qualifications:

Requirements:

• Bachelors degree in Accounting; CPA preferred or in progress.
• 3+ years of experience in trust, estate, and gift tax matters.
• Strong knowledge of tax compliance and estate planning.
• Experience in a public accounting firm preferred.
• Excellent analytical, communication, and organizational skills.
• Ability to manage multiple projects and meet deadlines.
• Strong leadership and client management skills.

Why is This a Great Opportunity:

This role offers the chance to work with high-net-worth clients on complex trust and estate tax issues. The position provides direct exposure to senior leadership, a clear path for career advancement, and the opportunity to develop expertise in estate planning and tax strategy.

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