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 an experienced tax professional to prepare and review complex federal, state, and local returns for ultra‑high‑net‑worth clients from our Brooklyn, NY office.

You will conduct in‑depth tax research using Bloomberg Tax and IRS guidance, identify planning opportunities related to income, estate and gift taxes, advise on wealth transfers and investments, and respond to notices while maintaining detailed workpapers.

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.

Responsibilities

• Prepare and review complex federal, state, and local tax returns for ultra-high-net-worth individuals, trusts, estates, partnerships, and closely held entities.
• Conduct in-depth tax research utilizing Bloomberg Tax (BNA), IRS guidance, and other resources to support tax positions.
• Identify tax-saving opportunities and provide recommendations related to income, estate, gift, trust, and partnership taxation.
• Advise clients on 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.

Skills

Tax

BNA

High net worth

Bloomberg Tax

Tax returns

Income tax

Income tax returns

Income tax preparation

Education

Bachelor's degree in Accounting, Finance, or related field

CPA required or strongly preferred

Job description

Description

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.

Skills

• Tax
• BNA
• High net worth
• Bloomberg Tax
• Tax returns
• Income tax
• Income tax returns
• Income tax preparation

Additional Skills & 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

Experience Level

Entry Level

Job Type & Location

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

Pay and Benefits

The pay range for this position is $125,000.00 - $175,000.00/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 Jul 28, 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 and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.