Senior Tax Associate – Private Client Services

Jobot; New York (NY); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Discretionary bonus

Hybrid schedule

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Profit sharing

FSA/HSA

Life insurance

Parental leave

Paid time off

Firm holidays

Wellness program

Professional development

Recognition rewards

Community involvement

Job summary

Jobot is seeking a Tax Associate in New York to support UHNW clients and hedge fund professionals. The role emphasizes tax planning, compliance, and complex returns with mentorship and growth opportunities in a highly specialized practice.

The position offers hybrid flexibility, competitive pay, and a comprehensive benefits package, including insurance, 401(k) and wellness programs. Join a team that values client service and professional development.

Responsibilities

• Assist tax planning and compliance for ultra-high-net-worth individuals and families.
• Prepare complex individual and partnership returns, including Form 1040.
• Support tax compliance for fund management companies and investment professionals.
• Maintain regular communication with clients and internal engagement teams.
• Prepare detailed tax workpapers and supporting documentation.
• Conduct tax research and summarize findings related to taxation matters.
• Develop expertise in hedge fund K-1 reporting and its impact on individual taxation.
• Assist with tax matters involving trusts, estates, gift tax, charitable entities.
• Review work prepared by junior staff for quality and accuracy, as appropriate.
• Mentor and support associates and junior team members.
• Stay current on federal and state tax law developments.
• Collaborate closely with managers and partners to deliver exceptional client service.

Job description

Elevate your public accounting career by working with ultra-high-net-worth clients, hedge fund and private equity professionals, while enjoying hybrid flexibility, strong mentorship, and exceptional growth opportunities in a highly specialized tax practice.

Job details. This Jobot Job is hosted by Brad Trombly.

Salary: $80,000 - $95,000 per year.

Job Details

• Assist with tax planning and compliance services for ultra-high-net-worth individuals and families.
• Prepare complex individual and partnership tax returns, including Form 1040 and related filings.
• Support tax compliance needs for fund management companies and investment professionals.
• Maintain regular communication with clients and internal engagement teams.
• Prepare detailed tax workpapers and supporting documentation.
• Conduct tax research and summarize findings related to individual and entity taxation matters.
• Develop expertise in hedge fund K-1 reporting and its impact on individual taxation.
• Assist with tax matters involving trusts, estates, gift tax, charitable entities.
• Review work prepared by junior staff for quality and accuracy, as appropriate.
• Mentor and support associates and junior team members.
• Stay current on federal and state tax law developments.
• Collaborate closely with managers and partners to deliver exceptional client service.

Why join us?

• Competitive compensation package ($80,000-$95,000)
• Discretionary performance bonus
• Hybrid schedule with in-office collaboration and flexibility
• Medical, dental, and vision insurance
• 401(k) plan and profit-sharing program
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
• Basic Life, AD&D, and voluntary life insurance
• Inclusive parental leave benefits
• Generous Paid Time Off (PTO)
• Paid firm holidays
• Employee wellness and assistance programs
• Professional development, training, and certification opportunities
• Recognition and rewards programs
• Community involvement and volunteer opportunities
• Strong mentorship and long-term career growth

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.