Senior Tax Associate — Family Office & Private Investments
StevenDouglas
StevenDouglas is seeking a detail-oriented Tax Associate to join their finance team in New York City. This role involves tax compliance and preparation across various entities, working closely with senior leadership and external advisors. The ideal candidate should have over 4 years of experience in tax compliance within a family office or investment firm and possess strong analytical and organizational skills. Proficiency in relevant accounting software is required for this high-performing team. #J-18808-Ljbffr StevenDouglas
- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning. You... ...with a small team to deliver integrated family office services. The role emphasizes attention to detail,...Work at officeSeniorPrivate
- Brewer Morris is seeking a Tax Family Office Senior Associate for the New York team of a Top 10 wealth management firm. The role blends tax compliance... ..., respond to notices, and collaborate with attorneys, investment advisors, and other professionals to ensure client...Work at officeSenior
- ...with a well-established, privately held investment firm headquartered in New... ...oriented and highly organized Tax Associate to join their finance team... ..., working closely with senior leadership and external advisors... ...recordkeeping within a family office, investment firm, or...Work at officeSeniorPrivateLocal area
- Most HNW tax roles keep you focused on one piece of the client... ...firm is looking to add a Senior Associate to its New York team. This is... ...coordinate with the attorneys, investment advisors, and other... ...accounting, wealth management, or a family office environment Strong...Work at officeSenior
- ...is seeking a detail-oriented Family Office Associate for a prominent NYC real estate... ...focuses on managing a diverse investment portfolio including ETFs, hedge funds, private equity, equity co-investments,... ...emphasis on income and estate tax planning. Based in NYC, it offers...Work at officePrivate
$120k - $140k
Senior Tax Associate - High Net Worth Clients & Family Office Services $120,000 - $140,000 per year | New York, NY | On-Site | Permanent Flexible Hybrid Schedule... ...approach to wealth management, bringing together investment management, financial planning, tax advisory,...Work at officeSeniorPermanent employmentFor contractorsLocal areaFlexible hours$200k - $250k
...(RM) to join our multi-family (MFO) team in New York,... ...at least $25 million of investable assets. This role... ...integrating estate and tax planningEnsure all clients... ...physically present in the office when not traveling for... ...comfort engaging with private business ownersStrong team...Work at officeSeniorPrivateFull timeLocal area$100k - $150k
Company Overview A private family office managing the financial affairs and investments of a high‑net‑worth individual is seeking a Senior Accountant. The role involves comprehensive accounting... ...reporting packages Assist in the tax basis accounting and recording of K-...Work at officeSeniorPrivate- Senior Accountant - Single Family Office We are seeking a Senior Accountant to join a well‑... ...supporting a diverse portfolio of investments, real estate holdings,... ..., cash management, tax coordination, and investment... ...for real estate and private investments. Identify process...Work at officeSeniorPrivate
- About The Role Title: Tax Senior Associate, Private Client Group Department: Tax, Private Client Group... ...for high-net-worth clients and family offices, building and maintaining strong relationships... ...filings for individuals, family investment partnerships, trust, gift, and...Work at officeSeniorPrivateFull timeLocal area
$72.7k - $144k
...DNA across our audit, tax, and consulting groups.... ...’s why we continuously invest in innovative ideas, such... ...differential associated with the location at which... ...candidates located near a Crowe office. Candidates who are not... ...services to public and private entities while also...Work at officeSeniorPrivateLocal areaRemote workWorldwide$75.5k - $149.6k
...across our audit, tax, and consulting groups... ...we continuously invest in innovative... ...Local Tax Consulting Senior Staff within our Location... ...both public- and private-sector... ...geographic differential associated with the location... ...located near a Crowe office. Candidates who...Work at officeSeniorPrivateLocal areaRemote work$120k - $140k
...team. Primary Responsibilities As a Senior Associate in our New York office, your responsibilities would... ...personal, business and fiduciary income tax returns including multi-state filings... ...- day 1! 401(k) savings and investment plan options with 4% match Flexible...Work at officeSeniorLocal areaFlexible hours$90k - $155.4k
...Boundless Horizons of Tax, Valuation, and... ...potential and invest in it to build a legacy... ...!The RoleSenior Associates in our Alternative... ...Investment Funds practice, Senior Associates work... ...hedge funds, private equity, real... ...Employees (and their families) are eligible for...SeniorPrivateFull timeH1bLocal areaWork visa- ...expertise in accounting, tax, advisory, benefits,... ...on business needsThe Private Client Services (PCS)... ...DutiesThe Tax Senior Manager is responsible... ..., multi-generational families, family offices, trustees, and closely... ...reviewing alternative investments including private equity...Work at officeSeniorPrivate
$145k - $185k
...International is a premier investment and wealth management firm with... ...-net-worth individuals and families, family offices, endowments, foundations, and institutions. Senior Tax Accountant: Fiduciary Trust... ...returns, partnerships, and private foundations Manage the tax...Work at officeSeniorPrivateLocal area3 days per week$103k - $130k
...high-net-worth individuals and families to enjoy a full life, while... ...worth individuals, fiduciary tax, not for profit compliance and... ...to deliver integrated family office services to clients.... ...comprehensive solutions across investment management, wealth strategy and...Work at officeSeniorPermanent employmentTemporary workWork experience placementFlexible hours$100k - $150k
...professionals and high net worth families. The firm's services include: investment and cash flow management, estate and tax planning and preparation,... ...immediate opening for a Senior Tax Associate . Our Tax Practice... ...position: 2 days in office / 3 days remote. Primary...Work at officeSeniorLocal areaImmediate startRemote work- Corient Services LLC in New York seeks a tax professional with 4-6 years of experience in tax or family office practice, emphasis on individual and fiduciary matters. A Bachelor's in accounting is required, with CPA or MS in Taxation considered a plus. Proficiency in tax...Work at officeSenior
- ...combines advisory and long-term investing to serve founders, family-owned businesses, and... ...of entrepreneurship, private capital, and long-term partnerships... ...is seeking a Treasury Senior Manager to lead both day-... ...Location: New York City, 4 Days In Office #J-18808-Ljbffr...Work at officeSeniorPrivateTemporary work
$80k - $90k
Tax Senior Associate-(Private Client Services) Job Category: Tax - Private Client... ...worth individuals and their families, with a focus on financial... ...equity fund managers and investment bankers. The Senior Tax Associate... ...be able to work in the office a minimum of 3 days per...SeniorPrivateFull timeLocal areaFlexible hours3 days per week$80k - $90k
Senior Tax Associate The Senior Tax Associate will support the tax planning... ...individuals and their families, with a focus on... ...clients such as hedge funds, private equity, and other investment‑related individuals.... ...work in the New York City office a minimum of 3 days per...SeniorPrivateFull timeLocal areaFlexible hours3 days per week- ...0000019312Salary Type AnnuallyIndustry Asset Management;Family Office;Hedge Fund;Private EquitySelling Points Lead impactful financial operations... ...DescriptionOverviewJoin a dynamic finance team managing diverse investment portfolios and enhancing workflows through AI-driven...Work at officeSeniorPrivate
$98k - $162.5k
...America is committed to an in-office culture with specific... ...clients in partnership with a private bank credit team. Key responsibilities... .... The Global Wealth Investment Management-Sr Credit Underwriter... ...-worth clients (individuals, family offices, trusts, special wealth...Work at officeSeniorPrivateFull timeBank staffDay shift- ...We’re working with a New York-based investment management firm on the hire of a Tax Accountant in a role that bridges the asset management platform and the founder’s family office. This is a key position within a complex structure, supporting the flow of tax, allocations...Work at officeSenior
$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients... ...-net-worth individuals, families, business owners, and family offices. The firm provides integrated... ...solutions that include investment management, financial... ...held businesses, private foundations, and multi-generational...Work at officeSeniorPrivatePermanent employmentLocal areaFlexible hours- Bank of America is seeking a seasoned Family Office Consultant to advise ultra-high-net-worth families on formation, governance and multi-generational wealth strategies within Private Bank Family Office Solutions. You will collaborate with Family Office Strategists, lead...Work at officeSeniorPrivate
$260k - $365k
...Tax Associate Attorney Direct Counsel is seeking a Tax Associate... ...leading public and private companies, private equity sponsors, investment funds, and emerging... ...capital markets teams across offices Qualifications... ...Generous parental and family-building benefits ~ Flexible...Work at officePrivateFlexible hours- Join the Institutional Investment Solutions team at J.P. Morgan in New York as a Family Office Multi-Asset Portfolio Manager. You will partner with U.S. Private Bank Advisors to deliver customized, tax-aware investment solutions for large Family Office clients and lead...Work at officeSeniorPrivate
$115k - $205k
Morgan Stanley in New York is hiring an Investment Officer to manage Single Family Office client portfolios with a focus on asset allocation and risk management. The ideal candidate has 5-10 years of investment experience, strong skills in alternative investments, and...Work at officeSeniorPrivate
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