Tax Accountant

Aston Carter; New York (NY); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Paid holidays

Job summary

Aston Carter is seeking a Senior Tax Accountant in Brooklyn, NY, to support high-net-worth individuals, family offices, executives, and closely held businesses. You will handle complex returns and strategic tax planning, with emphasis on trusts, estates, gifts, and partnerships.

The ideal candidate has 10+ years of progressive tax experience, CPA preferred, and strong Bloomberg Tax expertise. This is a fully onsite role with comprehensive benefits and a focus on high-quality client service.

Qualifications

• 10+ years of tax experience, preferably with high-net-worth clients.
• Experience with individual, trust, estate, gift, and partnership tax.
• CPA required or strongly preferred.
• Proficient in Bloomberg Tax for tax research.

Responsibilities

• Prepare and review complex federal, state, and local tax returns for high-net-worth individuals and entities.
• Manage all aspects of tax compliance and reporting for ultra-high-net-worth clients.
• Conduct in-depth tax research utilizing Bloomberg Tax (BNA) and IRS guidance to support positions.
• Identify tax-saving opportunities and provide planning recommendations.
• Advise clients on tax implications of investments, real estate, and wealth transfer strategies.
• Prepare tax projections and respond to notices and audits.
• Collaborate with attorneys, wealth advisors, and family office staff.

Skills

Tax research

Advanced Excel

Communication skills

Time management

Multitasking

Attention to detail

Education

Bachelor's degree in Accounting/Finance

CPA preferred

Tools

Bloomberg Tax

Job description

Job Description

We are seeking a highly experiencedSenior Tax Accountantwith10+ years of progressive tax experiencesupportinghigh-net-worth individuals (HNWIs), family offices, executives, and closely held businesses. The ideal candidate will possess deep expertise in individual, trust, gift, and estate taxation, as well as advanced tax research capabilities utilizingBloomberg Tax (BNA).

This individual will play a key role in managing complex tax compliance, conducting tax research, identifying planning opportunities, and advising clients on a wide range of tax matters.

Key Responsibilities

• Prepare and review complex federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, and closely held entities.
• Manage all aspects of tax compliance and reporting for ultra-high-net-worth and high-net-worth clients.
• Conduct in-depth tax research utilizing Bloomberg Tax (BNA), IRS guidance, and other authoritative resources to support tax positions and planning strategies.
• Identify tax-saving opportunities and provide recommendations related to income, estate, gift, trust, and partnership taxation.
• Advise clients on the tax implications of investments, business transactions, real estate holdings, and wealth transfer strategies.
• Prepare tax projections and estimates to assist clients with financial and tax planning initiatives.
• Respond to federal, state, and local tax notices and assist with examinations and audits.
• Collaborate with attorneys, wealth advisors, family office personnel, and external stakeholders on tax-related matters.
• Monitor changes in tax legislation and communicate potential impacts to clients and leadership.
• Maintain detailed workpapers and documentation to ensure compliance with regulatory and firm standards.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA required or strongly preferred.
• 10+ years of tax experience, preferably supporting high-net-worth individuals, family offices, private clients, or closely held businesses.
• Extensive experience preparing and reviewing complex individual, trust, estate, gift, and partnership tax returns.
• Advanced proficiency with Bloomberg Tax (formerly BNA) for tax research and technical analysis.
• Strong knowledge of federal, state, and local tax regulations.
• Experience with tax planning and consulting for high-net-worth clients.
• Proven ability to manage multiple engagements and deadlines in a fast-paced environment.
• Advanced Excel skills and strong analytical capabilities.
• Excellent written and verbal communication skills.

Job Type & Location

This is a Permanent position based out of Brooklyn, NY.

Pay and Benefits

The pay range for this position is $125000.00 - $175000.00/yr.

Health benefits, retirement plan, Paid time off, paid holidays

Workplace Type

This is a fully onsite position in Brooklyn,NY.

Application Deadline

This position is anticipated to close on Aug 24, 2026.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [e-mail] for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest