Tax Senior Associate: Compliance & Strategy Lead

CAW Network USA

New York (NY)

On-site

USD 115,000 - 140,000

Full time

7 days ago

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Job summary

CAW Network USA in New York City is seeking an experienced Tax Senior Associate to join our professional services team. You will manage client relationships, review returns for individuals, trusts, and estates, and develop planning strategies to meet client goals. The ideal candidate has 4+ years in individual tax compliance and planning, strong knowledge of federal/state/local tax requirements, and proven mentoring abilities.

Reference No. 61292.

Qualifications

Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
4+ years of experience in individual tax compliance and planning.
Experience with complex individual, trust, or estate tax returns.
Strong knowledge of federal, state, and local tax requirements.
Strong client communication, analytical, and problem-solving skills.
Experience reviewing work and mentoring junior staff preferred.

Responsibilities

Manage client relationships and serve as a point of contact for tax compliance and planning matters.
Review tax returns for individuals, trusts, estates, and related entities.
Develop tax planning strategies based on clients’ financial goals and changing circumstances.
Research complex tax issues and advise clients on relevant federal, state, and local requirements.
Identify opportunities to improve tax outcomes while maintaining compliance.
Review the work of junior team members and provide technical guidance.