Tax Associate: Planning & Compliance for HNW Clients

Landing Point

New York (NY)

On-site

USD 79,000 - 115,000

Full time

2 days ago

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Job summary

Landing Point is a leading fee-only wealth management firm in the United States seeking a dedicated Tax Associate to join its Tax Practice. You will provide planning and compliance services for high-net-worth individuals and families, focusing on timely preparation of returns and proactive tax planning.

The role requires a CPA or progress toward licensure, 1–3 years of tax experience (Big 4 preferred), and strong knowledge of tax regulations.

Qualifications

BA/BS in Accounting required; Master’s in Taxation or Accountancy preferred.
Active CPA license or pursuing CPA license preferred.
1–3 years tax preparer experience; Big 4 experience preferred.
Solid knowledge of accounting and tax laws/regulations.
Experience in preparing individual, trust, and business returns.
Proficient with MS Word, Excel, Outlook and tax software.

Responsibilities

Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis.
Review tax source documents and data for accuracy.
Conduct tax research to support planning and compliance efforts.
Stay current on new tax legislation and reform.
Assist with handling Federal and State tax notices.
Maintain organized tax files with supporting documents.
Input financial records into tax return software/databases.
Analyze tax data to maximize client outcomes.
Support tax planning for clients and Tax team.