Senior Tax Associate

Client: Fintech Organization Role: Senior Tax Associate Salary: $150,000 - $200,000/annually Location: Midtown, Manhattan (5 days a week onsite) What You'll Do Forward-Looking Tax Projections Forecast Liability: Develop sophisticated models to estimate future tax obligations based on shifting income, deductions, and credits. Scenario Analysis: Model the "what-ifs" – from job changes and liquidity events to family shifts – to illustrate the real-dollar impact of financial decisions. Precision Withholding: Audit W-4s and withholding levels to eliminate year-end surprises and optimize cash flow. Estimated Payments: Calculate and manage quarterly estimated payments, ensuring members leverage IRS Safe Harbor rules to avoid penalties. Strategic Tax Optimization Equity Compensation: Navigate ISOs, NSOs, RSUs, and RSAs, including AMT mitigation and exercise-and-hold strategies. Real Estate: Maximize depreciation, manage 1031 exchanges, and optimize rental income. Retirement & Education: Advise on tax-efficient vehicles such as Backdoor Roth IRAs, 401(k)s, 529s, and Coverdell accounts. Philanthropy & Estate: Implement donor-advised funds (DAFs), charitable trusts, and lifetime gifting strategies. SALT & International: Solve residency/domicile issues and manage the tax implications of foreign investments or U.S. persons living abroad. Qualifications Credentials: CPA or Enrolled Agent with at least 7+ years of experience in high-net-worth individual tax planning and return review. Technical Mastery: Encyclopedic knowledge of federal, state, local tax laws, especially estates, trusts, and passive investments. Fintech Mindset: Proficient in leading tax software and eager to help shape and adopt new technology to automate and elevate member experience. Communication Artistry: Translate the Internal Revenue Code into plain, actionable English for members and partners. Collaborative Spirit: Thrive working at the center of a cross-functional team bridging tax, investment, and financial planning. Benefits Discretionary bonuses and participation in medical, dental, and vision benefits, as well as the company’s retirement plan, may be available based on performance and location. Equal Opportunity Statement Highspring LLC is committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race, color, sex, religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company also ensures reasonable accommodations for those who need them. #J-18808-Ljbffr