Tax Specialist (High Net Worth)

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

Salary: $75,000–$90,000 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 and ultra-high-net-worth clients, families, institutions, and foundations.

What you will do

• Prepare federal, state, and local individual income tax returns, including Form 1040 and multi-state filings.
• Prepare, reconcile, and maintain tax workpapers and document open items for senior review.
• Organize tax documents with CCH Scan and AutoFlow, transfer data into CCH Axcess Tax, and verify imported information.
• Communicate routine document requests, status updates, and basic tax questions to clients and internal partners under senior oversight.
• Prepare estimated tax calculations, extensions, payment vouchers, supporting schedules, and assist with tax payments.
• Track deadlines, coordinate workflow, and assist with tax notices, amended returns, and federal and state tax authority inquiries.

Requirements

• Bachelor’s degree in Accounting, Taxation, Finance, or a related field.
• 2–4 years of tax preparation experience, preferably in public accounting, private client tax, or wealth management tax services.
• Experience preparing federal and state individual income tax returns; high-net-worth and multi-state experience is strongly preferred.
• Experience with CCH Axcess Tax and CCH Scan is preferred.
• Strong Excel, Word, Adobe Acrobat, and Outlook skills, with careful attention to detail and strong analytical and organizational abilities.
• Ability to work independently and collaboratively in a deadline-driven environment, including additional hours and some weekends during peak filing periods.

Nice to have

• Experience with gift tax, partnership, or private foundation returns.

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 benefits, employee stock investment program, and paid time off.
• Learning resources, career development programs, education reimbursement, and wellbeing support.