Tax Senior Associate, Private Client Group Nextera Search

CAW Network USA; New York (NY); On-site; USD 115,000 - 140,000; Full time

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.

Skills

Client communication

Analytical skills

Problem-solving

Mentoring junior staff

Education

Bachelor's degree in Accounting/Finance

CPA preferred

Job description

A Professional Services Firm based in New York City is seeking an experienced tax professional to join their team as a Tax Senior Associate.

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.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a 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.

Reference No. 61292

$115,000 to $140,000 depending on experience