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
- ...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
$103k - $130k
## Senior Tax AssociateApplylocations: US-NY-Midtown-10... ...worth individuals and families to enjoy a full life,... ...deliver integrated family office services to clients.*... ...solutions across investment management, wealth strategy... .... #J-18808-Ljbffr Corient Private Wealth LLC.Work at officeSeniorPrivatePermanent employmentTemporary workWork experience placementFlexible hours- ...New York is seeking a senior Portfolio Manager for Institutional Investment Solutions. You will partner... ...with International Private Bank Advisors to deliver... ...specialized capabilities to top Family Office clients, serving as the... ...strategies with tax-aware considerations....Work at officeSeniorPrivate
- ...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
$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$125k - $150k
A family-owned and operated commercial real estate investment and development firm based in New... ...City is seeking a Senior Accountant to support... ...companies, and private equity investments... ...classes—multi-family, office, retail and... ...providers as needed Tax & Audit Support Prepare...Work at officeSeniorPrivateFull timeTemporary work$145k - $185k
Senior Tax Accountant Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing... ...net-worth individuals and families, family offices, endowments, foundations,... ...returns (Form 1065), private foundation returns (Form 9...Work at officeSeniorPrivateLocal area3 days per week$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$90k - $155.4k
...Senior AssociatesUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise... ...your potential and invest in it to build a legacy... ...!The RoleSenior Associates in our Alternative... ...hedge funds, private equity, real estate... ...Employees (and their families) are eligible for...SeniorPrivate- ...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
- ...Senior AssociateA highly respected wealth management... ...to add a Senior Associate to its New York team.... ...strong high-net-worth tax foundation who wants to... ...coordinate with the attorneys, investment advisors, and other... ...management, or a family office environmentStrong experience...Work at officeSenior
$260k - $365k
...comApply: McKenzie’s Tax Practice is a leader... ...’s seeks a mid-level private capital associate to join its tax practice... ...New York or Miami office. In this role, you will... ...and cross-border investments in various asset classes... ...transactions), and family office structuring and...Work at officePrivatePart timeLocal areaWorldwide$100k - $150k
...Senior Tax AssociateBased in New York, NY, Joel Isaacson &... ...professionals and high net worth families. The firm's services include: investment and cash flow management... ...for a Senior Tax Associate. Our Tax Practice... ...hybrid position: 2 days in office / 3 days remote.Primary...Work at officeSeniorImmediate 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
$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$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- ...Description Job Description Most Senior Tax roles have you preparing... ...firm is seeking a Senior Associate to join its New York team. This... ...-net-worth individuals and families, working across tax planning,... ...worth individuals and family offices ~ Bachelor's degree in...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
- 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
$90k - $120k
...Senior Audit Associate Prosperity Partners ("Prosperity") is... ...offering best-in-class tax, accounting,... ...worth individuals, and family offices. With offices throughout... ...United States and private equity backing, Prosperity... ...broker-dealers, investment partnerships/hedge...Work at officeSeniorPrivate2 days per week$117k - $175k
...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$260k - $365k
...Tax Associate Attorney Locations: Los Angeles, California... ...leading public and private companies, private equity sponsors, investment funds, and emerging growth... ...capital markets teams across offices Qualifications... ...Generous parental and family-building benefits ~ Flexible...Work at officePrivateFlexible hours$79k - $115k
...Tax Associate Join a team that values your ambition and... ...worth individuals and families to enjoy a full life,... ..., trusts, estates and private foundations. Responsibilities... ...to work in an office environment, which may... ...solutions across investment management, wealth strategy...Work at officePrivatePermanent employmentTemporary workWork experience placementFlexible hours$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- JCW Group is seeking a Tax Specialist to join its growing tax function in New York. This role offers exposure to private investments, family office structures, and tax-exempt entities across a diverse investment platform. You will manage U.S. tax compliance and planning...Work at officeSeniorPrivate
$126.1k - $253k
...RSM.RSM’s dedicated Family Office Enterprise (FOE)... ...operating business and investment structures. We... ...to strategic tax planning, business... ...developmental growthAs a Tax Senior Manager, you will... ...an emphasis on private client taxation... ...as an experienced associate.RSM will consider...Work at officeSeniorFull timeWork experience placementInternshipLocal area- J.P. Morgan Institutional Investment Solutions (IIS) in New York seeks a senior professional to partner with U.S. Private Bank Advisors and deliver IIS capabilities to our largest Family Office clients. You will design tax-aware investment strategies, lead holistic asset...Work at officeSeniorPrivate
$154.5k - $302k
...law firms, banks and private equity firms on their... ...integrated financial, tax and real estate solutions... ...institutions, investment banks, opportunity funds... ...service team. The Tax Senior Director will supervise... ...investment trusts (REITS), family-office and private equity...Work at officeSeniorPrivateFull time- Family Office, a family-owned commercial real estate investment and development firm based in New York City, is seeking a Senior Accountant to support the Controller and help build out the firm’s finance and accounting function. You will manage property-level accounting...Work at officeSenior
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