Senior Tax Associate – High Net Worth Clients & Family Office Services

Jobot; New York (NY); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

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

Job summary

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.

Responsibilities

• 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.

Skills

High-net-worth tax experience

CPA preferred

Client relationship management

Analytical skills

Communication skills

Education

Bachelor's degree in Accounting

Master's in Taxation

Tools

CCH Axcess Tax

QuickBooks (Desktop & Online)

Job description

Senior Tax Associate – High Net Worth Clients & Family Office Services

$120000 - $140000 per year | New York, NY | On-Site | Permanent

Flexible Hybrid Schedule, Ready to move beyond traditional tax compliance and become a trusted advisor to high-net-worth individuals and families?

A bit about us:

Our client is a leading independent wealth management and family office firm serving high-net-worth individuals, families, executives, entrepreneurs, and institutions across the United States.

The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof. Clients rely on the firm not only for technical expertise, but for trusted advice across all aspects of their financial lives.

With continued growth and a strong reputation for excellence, the firm offers professionals the opportunity to work on sophisticated client engagements while building long-term, meaningful client relationships.

Why join us?

Unlike traditional public accounting environments, this role offers exposure to a broad range of advisory services that extend well beyond tax compliance.

You’ll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm values collaboration, professional growth, and delivering an exceptional client experience.

Highlights include:

• Competitive compensation package ($120,000 – $140,000)
• Annual bonus opportunity (20%)
• Comprehensive medical, dental, and vision coverage beginning on day one
• 401(k) plan with company match
• Flexible PTO policy
• Paid parental leave
• Financial support for advanced education and professional certifications
• Commuter benefits
• Opportunities for community involvement and volunteer service
• Exposure to sophisticated high-net-worth tax planning and family office engagements
• A collaborative culture focused on long-term professional development

This is an excellent opportunity for a tax professional seeking greater client interaction, advisory exposure, and a career path beyond traditional public accounting.

Job Details

The Senior Tax Associate will play a key role in delivering tax compliance, tax planning, financial administration, and family office services to high-net-worth individuals and families.

This position combines technical tax expertise with client relationship management and financial oversight responsibilities. The successful candidate will work directly with clients and collaborate closely with members of their broader wealth management teams to provide comprehensive financial support and exceptional service.

Key Responsibilities

Tax Compliance & Planning

• Prepare and review individual, business, trust, and fiduciary income tax returns, including multi-state filings
• Prepare and review tax projections, estimated tax calculations, and planning analyses
• Respond to tax notices and assist with tax audits and examinations
• Conduct tax research and support special projects
• Review payroll tax filings and various information return filings

Family Office & Financial Administration

• Provide business management, financial administration, and financial concierge services for multiple clients
• Review bookkeeping activities, including general ledger postings, payroll processing, bank reconciliations, and financial statement preparation
• Monitor and review client financial reporting, budgets, cash flow analyses, spending reports, and financial plans
• Assist with forensic accounting and financial analyses related to matrimonial matters
• Coordinate with advisors, attorneys, accountants, and other members of clients' professional teams

Client Relationship Management

• Develop and maintain strong relationships with high-net-worth clients and their families
• Serve as a trusted resource and responsive point of contact for client requests
• Participate in all business aspects of client engagements, including billing, collections, and maintaining profitability
• Deliver a high level of service while managing multiple client relationships and deadlines

Qualifications

• Bachelor's degree in Accounting required
• Master's in Taxation preferred
• CPA license preferred; CFP designation a plus
• 5–7 years of high-net-worth tax experience within a public accounting, family office, or wealth management environment
• Strong experience preparing and reviewing complex individual income tax returns
• Knowledge of tax planning, financial planning, and financial administration concepts
• Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online)
• Excellent analytical, organizational, and problem‑solving skills
• Strong verbal and written communication abilities
• Ability to manage multiple priorities and deadlines in a fast‑paced environment
• Demonstrated professionalism, integrity, dependability, and commitment to client service

What Success Looks Like

The ideal candidate is technically strong, detail-oriented, and highly organized, but also enjoys working directly with clients and helping them solve complex financial challenges. They are comfortable balancing tax responsibilities with broader financial administration and family office services while maintaining exceptional attention to detail and client satisfaction.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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