Senior Tax Associate

Senior Tax AssociateBased in New York, NY, Joel Isaacson & Co. serves successful executives, business owners, professionals and high net worth families. The firm's services include: investment and cash flow management, estate and tax planning and preparation, insurance planning and retirement planning. Mr. Isaacson and his colleagues are frequently named to lists of America's Top Financial Advisors by several publications, including Worth magazine and Medical Economics.We have an immediate opening for a Senior Tax Associate. Our Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families and multi-generational wealth planning. The group specializes in the taxation of gifts, trusts, estates, foundations, closely held entities, and individual returns.This is a hybrid position: 2 days in office / 3 days remote.Primary ResponsibilitiesDemonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas.Identifies tax risk management issues and proposes potential solutions through research and collaboration with the Engagement PartnerReview tax procedures, engagement workpapers, and financial statements without supervisionAddresses questions on advanced technical accounting matters from team members and upper-level client managementAdvanced-level tax preparation skillsManages multiple assignments inside an engagementCommunicate with Partner on work status and client issues that ariseConducts research, consults with team members, draws conclusions, and prepares memos based on target issuesAdvanced knowledge of applicable accounting software (e.g. ProSystem Tax, Engagement, etc.)Top review of returns, workpapers, and issuesPrimary client contact and liaison for complex issues that staff are unable to resolve; communicate effectively with clients and develop positive relationships with client personnelQualificationsBachelor's of Accounting is required8+ years' of relevant work and industry experience within High Net Worth/Family Office taxationPrior experience managing engagements and clientsAbility to work independently, but also work well with othersPreferred QualificationsBachelors Degree in Accounting or TaxationCPA / EA License a mustSoftware Experience - CCH ProSystem, Microsoft Office 365This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000-$150,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.