Tax Senior Associate

Insite Group; New York (NY); On-site; USD 95,000 - 135,000; Full time

Job summary

Insite Group in New York City seeks an experienced tax professional to join our Private Client Services practice, serving high-net-worth individuals, family offices, and entertainers. You will lead engagements and craft multi-entity tax strategies in a fast-paced environment.

The ideal candidate has 2+ years in public accounting, a bachelor's in accounting/taxation, and CPA or EA status. Strong communication and project management are essential to success in this role.

Qualifications

• Bachelor's degree in Accounting/Taxation required.
• Master's degree preferred.
• CPA or EA preferred.
• 2+ years of tax and accounting experience in public accounting.

Responsibilities

• Lead client engagements from planning through final deliverables on high-profile accounts.
• Oversee complex tax preparation and review for partnership, S-corp, corporate, trust, and individual returns.
• Manage touring and entertainment tax strategy for artists and multi-entity operations.
• Prepare monthly, quarterly, and year-end projections and perform financial analysis.
• Support financial statements for closely held entities.
• Participate in client proposals and long-term advisory relationships.

Skills

Client leadership

Project management

Tax planning

Tax strategy

Pass-through taxation

Partnership taxation

S-corp taxation

K-1 reporting

Entertainment tax

Financial analysis

Education

Bachelor's in Accounting/Taxation

Master's preferred

CPA or EA preferred

Tools

GoSystem Tax

BNA

CCH

RIA

MS Excel

Job description

Location: New York City

Position Type: Full-Time

About Them:

Are you in the market looking for a role that blends high-level tax strategy with the fast-paced world of music, media, and entertainment? My client are seeking an ambitious tax professional to join their specialized Private Client Services (PCS) practice. From touring musicians and creative talent to ultra-high-net-worth individuals, family offices, and serial entrepreneurs, you will act as a trusted strategist navigating complex multi-entity structures and global financial lives.

What You'll Do:

• Lead Client Engagements: Direct pre-engagement planning, ongoing execution, and final deliverables as the primary lead on high-profile accounts.
• Complex Tax Preparation & Review: Oversee and review partnership (1065), S-corp (1120S), corporate (1120), trust (1041), and individual (1040) returns-including complex Schedule K-1 reporting and pass-through entity taxation.
• Touring & Entertainment Strategy: Manage pass-through tax implications and cash flow projections for touring artists, entertainers, family groups, and multi-entity operations.
• Proactive Tax Planning: Prepare monthly, quarterly, and year-end projections while conducting financial analysis on balance sheets and income statements.
• Financial Statement Support: Manage compilation and review financial statement preparations for closely held client entities (a strong plus!).
• Advisory & Business Development: Participate in client proposals, execute ad-hoc advisory projects, and build long-term relationships with clients and their business managers.

The Individual:

• Education & Credentials: Bachelor's degree in Accounting/Taxation required (Master's preferred); CPA or EA preferred.
• Experience: 2+ years of tax and accounting experience in a public accounting firm.
• Domain Focus: Prior experience serving high-net-worth individuals, family offices, business owners, or entertainment/creative industry clients is strongly preferred.
• Technical Mastery: Deep knowledge of partnership taxation, S-corps, Schedule K-1s, and multi-entity planning spanning both entity and individual levels.
• Software Competency: Familiarity with tax software such as GoSystem Tax, BNA, CCH, RIA, and advanced MS Excel.
• Client & Communication Leadership: Outstanding written and verbal communication skills with strong project management capabilities to multitask in a deadline-driven environment.