Senior Tax Associate

StevenDouglas; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

StevenDouglas is seeking a detail-oriented Tax Associate to join their finance team in New York City. This role involves tax compliance and preparation across various entities, working closely with senior leadership and external advisors.

The ideal candidate should have over 4 years of experience in tax compliance within a family office or investment firm and possess strong analytical and organizational skills. Proficiency in relevant accounting software is required for this high-performing team.

Qualifications

• 4+ years of experience in tax compliance, accounting, or financial role.
• Experience with multi-entity structures including partnerships and LLCs.
• High degree of accuracy and attention to detail.

Responsibilities

• Coordinate and support tax filing preparations across multiple entities.
• Maintain financial data in tax preparation and general ledger platforms.
• Perform account reconciliations and prepare adjusting journal entries.
• Manage tax notice responses and monitor outstanding refunds.

Skills

Tax compliance experience

Proficiency in accounting software

Analytical skills

Organizational skills

Proficiency in Microsoft Excel

Education

Bachelor’s degree in Accounting, Finance, or related discipline

CPA designation or progress toward CPA licensure

Tools

Fasttax or E-filing

Job description

StevenDouglas is proud to partner with a well-established, privately held investment firm headquartered in New York City. With decades of operation and a strong legacy of performance and discretion, this organization manages a sophisticated portfolio of assets across multiple investment strategies and entity structures. The firm operates with the discipline and professionalism of a top-tier institution while maintaining the agility and culture of a privately held enterprise.

We are seeking a detail-oriented and highly organized Tax Associate to join their finance team. This individual will play a critical support role across a broad range of tax compliance and accounting functions, working closely with senior leadership and external advisors. The ideal candidate brings hands‑on experience in tax return preparation, multi‑entity accounting, and financial recordkeeping within a family office, investment firm, or professional services environment. This is an excellent opportunity for a motivated professional to contribute meaningfully within a lean, high‑performing team.

Key Responsibilities

• Coordinate and support the preparation of annual and quarterly income tax filings (1099's, K-1's, W-2's) across multiple entities, including managing e‑filing workflows, tracking submission statuses, processing extensions, and resolving system rejections in a timely manner
• Input and maintain financial data — including investment income documents, pass-through schedule allocations, and compensation records — into tax preparation and general ledger platforms, ensuring accuracy across all entity types and reporting periods
• Returns: Corporate, Individual, Partnerships, Trusts, and Gift
• Perform account reconciliations between investment custodian reports and internal ledgers; prepare and post adjusting journal entries as needed, and coordinate with the Reporting Manager to align any required adjustments across platforms
• Support multi‑entity payroll and compliance obligations, including preparation of wage statements, payroll tax filings, household employee tax forms, and coordination of required state and local filings on a recurring basis
• Assist in the administration and tracking of new and dissolved legal entities, including obtaining tax identification numbers, preparing dissolution documentation, maintaining loan schedules, and preparing related financial summaries as directed
• Manage tax notice responses and monitor outstanding refunds by maintaining comprehensive tracking records and following up with relevant parties to resolve open items; coordinate information requests with family members and administrative staff as needed
• Maintain and continuously improve internal recordkeeping systems and workbooks, including organizing historical data by entity and individual, performing annual rollover procedures, and ensuring clean, audit‑ready files prior to external review by the firm’s advisors

Qualifications

• MUST - 4+ years of experience in tax (1040, 1041, 1065 returns) compliance, accounting, or a related financial role, preferably within a family office, private investment firm, wealth management organization, or public accounting firm serving high‑net‑worth clients
• Demonstrated proficiency with professional tax preparation and general ledger software; experience with multi‑entity structures including partnerships, LLCs, and individual returns is strongly preferred
• Strong analytical and organizational skills with a high degree of accuracy and attention to detail; ability to manage multiple concurrent deadlines across a complex, multi‑entity environment with minimal supervision
• Excellent proficiency in Microsoft Excel and Fasttax or E‑filing; comfort working with large data sets, reconciliations, and maintaining structured tracking workbooks for compliance and reporting purpose
• Bachelor’s degree in Accounting, Finance, or a related discipline required; CPA designation or progress toward CPA licensure is a plus. Must demonstrate a high standard of professionalism, confidentiality, and discretion given the sensitive nature of the work.