Tax Senior: Wealth Planning & Client Advisory

Madison-Davis, LLC; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Madison-Davis, LLC, a growing wealth management and family office firm, seeks a Tax Professional to advance beyond tax compliance into planning, advisory work, and relationship management for high-net-worth clients in New York. You will gain exposure to tax planning, family office services, and client advisory activities while collaborating with senior leadership in a growth-oriented environment.

Ideal candidates have public accounting, family office, or wealth management tax experience and

Qualifications

• Bachelor's degree in Accounting, Finance, Tax, or related field.
• 1-8 years of tax experience within public accounting, family office, wealth management, or related environment.
• CPA designation or progress toward certification preferred.
• Strong tax research, analytical, and problem-solving skills.

Responsibilities

• Prepare and review individual, partnership, trust, estate, gift, and business tax returns.
• Perform tax planning, projections, and estimated tax calculations for high-net-worth clients.
• Research and analyze complex tax issues and develop practical solutions.
• Build and maintain strong client relationships while serving as a trusted advisor.
• Support tax consulting, wealth planning, and family office initiatives.
• Assist with financial statement preparation and related accounting activities.
• Collaborate with senior leadership on tax strategies for complex client situations.
• Stay current on tax law changes and emerging planning opportunities.
• Participate in estate, trust, and business succession planning discussions.
• Support the continued growth and development of the firm's tax practice.

Skills

Tax return preparation

Tax research

Client advisory

Communication

Education

Bachelor's degree in Accounting

CPA designation preferred

Job description

Madison-Davis, LLC, a growing wealth management and family office firm, seeks a Tax Professional to advance beyond tax compliance into planning, advisory work, and relationship management for high-net-worth clients in New York. You will gain exposure to tax planning, family office services, and client advisory activities while collaborating with senior leadership in a growth-oriented environment.

Ideal candidates have public accounting, family office, or wealth management tax experience and