Senior Tax Associate - Private Client Services

Insite US; New York (NY); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Hybrid work model

Competitive compensation

Job summary

Insite US is seeking a Tax Senior Associate to join its Private Client Services team in New York, a hybrid role blending client service and high-quality tax work.

You will manage a diverse portfolio of high-net-worth individuals, families, and privately held businesses, delivering tax compliance, planning, and advisory services.

Qualifications

• Prepare and review federal and state tax returns for individuals, corporations, S corporations, partnerships, and trusts.
• Manage client engagements from planning through completion, ensuring deadlines and quality standards.
• Prepare quarterly and annual tax projections and assist clients with proactive tax planning.
• Analyse financial statements, balance sheets, and income statements to support tax reporting and advisory services.
• Research complex tax legislation and provide practical solutions to client issues.
• Maintain regular communication with clients, responding promptly to enquiries and providing ongoing support.
• Assist with financial statement compilations and reviews where required.
• Support business development activities, including proposals and client presentations.
• Collaborate with managers, partners, and multidisciplinary teams on advisory projects.
• Contribute to process improvements and help identify opportunities to enhance client service.

Responsibilities

• Prepare and review federal and state tax returns for various entities (individuals, corporations, partnerships, trusts).
• Manage client engagements from planning through completion with deadlines and quality.
• Prepare quarterly and annual tax projections and assist with planning.
• Collaborate with managers, partners and multidisciplinary teams on advisory projects.
• Support business development and client presentations.

Skills

Tax knowledge

Organisational skills

Communication

Project management

Attention to detail

Education

Bachelor’s degree in Accounting/Finance

Master’s degree in Taxation or Accounting (preferred)

CPA/EA/JD (preferred)

Tools

GoSystem

CCH

BNA

RIA

Excel

Job description

Tax Senior Associate – Private Client Services

Location: New York (Hybrid)

Join a Growing Public Accounting Firm

A nationally recognised public accounting and advisory firm is seeking a Tax Senior Associate to join its expanding Private Client Services team. This is an excellent opportunity to work with high-net-worth individuals, family offices, business owners, and privately held companies, providing strategic tax compliance and advisory services in a collaborative environment.

This hybrid position offers flexibility while encouraging meaningful in-person collaboration with colleagues and clients.

The Opportunity

As a Tax Senior Associate, you'll manage a varied portfolio of private clients, delivering high-quality tax services while supporting managers and partners on complex engagements. You'll build trusted client relationships, contribute to planning strategies, and play an active role in the firm's continued growth.

Key Responsibilities

• Prepare and review federal and state tax returns for individuals, corporations, S corporations, partnerships, and trusts.
• Manage assigned client engagements from planning through completion, ensuring deadlines and quality standards are met.
• Prepare quarterly and annual tax projections and assist clients with proactive tax planning strategies.
• Analyse financial statements, balance sheets, and income statements to support tax reporting and advisory services.
• Research complex tax legislation and provide practical solutions to client issues.
• Maintain regular communication with clients, responding promptly to enquiries and providing ongoing support.
• Assist with financial statement compilations and reviews where required.
• Support business development activities, including proposals and client presentations.
• Collaborate with managers, partners, and multidisciplinary teams on advisory projects.
• Contribute to process improvements and help identify opportunities to enhance client service.

What We're Looking For

• Bachelor's degree in Accounting, Finance, or a related discipline.
• Master's degree in Taxation or Accounting preferred.
• CPA, Enrolled Agent (EA), or Juris Doctor (JD) qualification preferred.
• At least two years of public accounting experience with a strong emphasis on taxation.
• Experience preparing Forms 1040, 1041, 1065, 1120, and 1120S.
• Strong understanding of tax compliance, planning, and research.
• Experience using professional tax software such as GoSystem, CCH, BNA, RIA, or similar platforms.
• Advanced Microsoft Excel and Microsoft Office skills.
• Excellent organisational, communication, and project management abilities.
• Ability to manage multiple engagements while maintaining exceptional attention to detail.

What\'s on Offer

• Competitive salary ranging from $95,000 to $130,000, depending on experience.
• Annual performance bonus opportunities.
• Hybrid working model with flexible scheduling.
• Comprehensive medical, dental, and vision insurance.
• Retirement savings plan with employer contributions.
• Generous paid time off and company holidays.
• Enhanced parental leave and family-friendly benefits.
• Extensive learning and professional development programmes.
• Clear career progression within a growing national public accounting firm.
• Collaborative, inclusive culture that values innovation, teamwork, and professional growth.

If you\'re looking to advance your career within a respected public accounting firm that values technical excellence, client relationships, and continuous development, we\'d love to hear from you.