Tax Senior - PCS

Madison-Davis; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Madison-Davis, LLC is seeking a tax professional to support a sophisticated high-net-worth client base within its wealth management team. The role offers exposure to tax planning, advisory services, and integrated wealth strategies beyond traditional public accounting.

You will work with entrepreneurs, executives, investors, and ultra-high-net-worth individuals, performing complex returns and collaborating with wealth advisors to deliver tailored client solutions.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or a related field.
• 3+ years of high-net-worth individual tax experience.
• CPA, CPA candidate, or progress toward certification preferred.
• Experience preparing and reviewing complex individual, trust, gift, or related tax returns.
• Knowledge of tax planning concepts for affluent individuals, families, and closely held businesses.
• Strong technical tax research and analytical skills.
• Excellent communication and client service abilities.
• Ability to manage multiple deadlines in a fast-paced environment.

Responsibilities

• Prepare and review individual, trust, and related tax returns for high-net-worth clients.
• Support tax planning and advisory initiatives across a diverse client base with complex financial situations.
• Assist with tax matters related to business ownership, investment portfolios, alternative investments, and trust structures.
• Research and analyze tax issues while providing recommendations and planning opportunities.
• Collaborate with wealth advisors and other professionals to deliver integrated client solutions.
• Build relationships with clients and gradually increase exposure to client-facing advisory work.
• Stay current on tax law changes impacting high-net-worth individuals and families.
• Support special projects and planning initiatives as needed.

Education

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

CPA or CPA candidate

Job description

ABOUT THE ROLE

A growing wealth management and financial advisory firm is seeking a tax professional to support a sophisticated high-net-worth client base. This role offers an opportunity to move beyond traditional public accounting and gain greater exposure to tax planning, advisory services, and wealth management strategies. The position works with entrepreneurs, executives, investors, business owners, and ultra-high-net-worth individuals while providing a clear path toward increased client interaction and advisory responsibilities.

RESPONSIBILITIES

• Prepare and review individual, trust, and related tax returns for high-net-worth clients.
• Support tax planning and advisory initiatives across a diverse client base with complex financial situations.
• Assist with tax matters related to business ownership, investment portfolios, alternative investments, and trust structures.
• Research and analyze tax issues while providing recommendations and planning opportunities.
• Collaborate with wealth advisors and other professionals to deliver integrated client solutions.
• Build relationships with clients and gradually increase exposure to client-facing advisory work.
• Stay current on tax law changes impacting high-net-worth individuals and families.
• Support special projects and planning initiatives as needed.

QUALIFICATIONS

• Bachelor s degree in Accounting, Finance, Taxation, or a related field.
• 3+ years of high-net-worth individual tax experience.
• CPA, CPA candidate, or progress toward certification preferred.
• Experience preparing and reviewing complex individual, trust, gift, or related tax returns.
• Knowledge of tax planning concepts for affluent individuals, families, and closely held businesses.
• Strong technical tax research and analytical skills.
• Excellent communication and client service abilities.
• Ability to manage multiple deadlines in a fast-paced environment.