Tax Accountant (High Net Worth)

Location: New York, NY, United States; hybrid working model combining in-office collaboration with remote work.

Salary: $95,000–$110,000 annually, plus discretionary bonus.

Company

Fiduciary Trust International, owned by hirify.global, provides investment, wealth management, tax, and estate planning services for high-net-worth clients, families, family offices, endowments, foundations, and institutions.

What you will do

• Prepare complex federal, state, and local individual income tax returns, including Form 1040 and multi-state filings.
• Prepare partnership returns, including Form 1065, for family investment partnerships and related entities.
• Maintain detailed workpapers, reconcile source documents, document tax positions, and prepare supporting schedules.
• Analyze investment reporting and Schedule K-1 data, conduct focused tax research, and escalate technical matters for senior review.
• Manage return workflows, deadlines, information requests, client communications, extensions, estimated tax calculations, and payment vouchers.
• Assist with tax notices, amended returns, tax authority inquiries, gift tax returns, private foundation returns, and client delivery packages.

Requirements

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• 4–8 years of tax preparation experience, preferably in public accounting, private client tax, or wealth management tax services.
• Strong experience with complex federal and state individual returns for high-net-worth clients and with partnership income tax returns.
• CPA or EA designation, or progress toward obtaining a CPA license, is preferred.
• Experience with CCH Axcess Tax, CCH Scan, BNA Income Tax Planner, Excel, Word, Adobe Acrobat, and Outlook.
• Strong analytical, organizational, communication, and follow-up skills, with the ability to work independently in a deadline-driven environment and work additional hours during peak filing periods.

Nice to have

• Experience with Forms 709 and 990-PF, gift tax returns, and private foundation returns.
• CPA or EA designation.

Culture & Benefits

• Hybrid work environment with in-office collaboration and remote work flexibility.
• Annual discretionary bonus and 401(k) plan with a generous match.
• Healthcare, insurance, disability, employee stock investment, and wellbeing programs.
• Paid vacation, holidays, sick leave, parental and caregiving leave, bereavement leave, volunteering time, and floating holidays.
• Learning resources, career development programs, and reimbursement for certain education expenses.