12 дней назад
Senior Tax Associate
103 000 - 130 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Tax Associate (Tax Compliance/Family Office): Preparing and reviewing tax work products for high-net-worth individuals, fiduciaries, nonprofit organizations, and entities with an accent on complex tax research, income tax planning, and accurate client deliverables. Focus on developing integrated family office services, handling time-sensitive client requests, and applying professional tax compliance technology in a New York office environment.
Location: New York, NY; onsite 4 days per week
Salary: $103,000–$130,000 USD per year
Company
is a global multi-family office and non-bank wealth manager serving high-net-worth and ultra-high-net-worth clients through investment management, wealth strategy, and family office services.
What you will do
- Prepare and self-review tax work products for completeness, accuracy, and client delivery.
- Handle tax compliance work for high-net-worth individuals, fiduciaries, nonprofit organizations, and entities.
- Prepare professional work papers, process data, and convert it into reviewable products.
- Research complex tax issues and support practical income tax planning services.
- Respond to time-sensitive client requests and planning opportunities while supporting long-term client relationships.
- Share knowledge with team members and maintain continuing professional education.
Requirements
- Bachelor’s degree in accounting.
- 4–6 years of related experience in tax or family office practice, with critical experience in individual and fiduciary taxation.
- Knowledge of pass-through taxation, gift tax, or nonprofit tax compliance.
- Strong interpersonal, analytical, problem-solving, written, and verbal communication skills.
- Proficiency with ProSystems, BNA Income Tax Planner, CCH Axcess Tax, and Microsoft products.
- Unrestricted U.S. work authorization is required; generally hires U.S. citizens or permanent residents.
Nice to have
- MBA or MS in Taxation.
- CPA license or passed CPA exam sections.
- Knowledge of CCH Engagement.
Culture & Benefits
- Flexible, stable, and team-oriented working environment focused on professional development.
- 401(k) plan with employer matching.
- Subsidized medical plans plus employer-paid dental, vision, life, and disability insurance.
- Paid maternity and parental leave, flexible spending accounts, health savings accounts, and commuter benefits.
- Training reimbursement, paid professional designations, corporate discounts, and volunteer days.
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