Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Tax Associate

Full-time

JCW Group

About the Opportunity

A leading multi-family office is seeking a Senior Tax Associate to join its tax team. This is a client-facing role focused on compliance and planning for ultra-high-net-worth families, with a strong emphasis on trusts and estates.

Responsibilities

  • Prepare and review U.S. tax returns for high-net-worth individuals and their families, with a focus on trusts and estates
  • Handle a range of return types, including income, gift and estate, partnership, S corporation, and private foundation
  • Prepare quarterly income tax projections across multiple scenarios to support planning recommendations
  • Research tax issues affecting clients and communicate conclusions clearly
  • Respond to IRS and state notices and support audits as needed
  • Partner with clients and internal teams to gather information and answer questions throughout the filing process
  • Stay current on tax law changes and proposals relevant to client families

Qualifications

  • 2-4 years of individual taxation experience within a public accounting firm or similar environment
  • Trust and estate tax experience strongly preferred
  • Working knowledge of gift, estate, private foundation, and partnership taxation
  • General familiarity with financial instruments and alternative investments is a plus
  • CPA required; graduate degree a plus
  • Strong analytical, organizational, and communication skills with a proactive, self-starting approach
  • Comfortable working with a team across multiple offices

Why This Role

This is an opportunity to work in a family office environment, directly supporting UHNW families rather than a high volume of anonymous clients. The Senior Tax Associate will get involved in planning work beyond pure compliance, in a smaller team with a clear path to grow.

For more information regarding this position or other tax opportunities, feel free to reach out to View email address on click.appcast.io.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Associate in New York, NY vacancy
  • $67.9k - $128.7k

     ...thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. We are seeking a Tax Senior Associate for our Real Estate group. We serve a broad array of real estate owners, developers, and investors including public and... 
    Senior
    Full time
    Work experience placement
    Internship
    Local area

    RSM

    New York, NY
    3 days ago
  • $75k - $105k

     ...Tax Senior AssociatesWe are seeking a Tax Senior Associates for following locations: Indianapolis, Los Angeles, New York, Dallas.Qualifications:3-5 years of experience in corporate income tax compliance, tax accounting, and tax consultingBA/BS degree from an accredited... 
    Senior

    Hotta Liesenberg Saito LLP

    New York, NY
    3 days ago
  • $130k - $140k

    Our client, a growing real estate private equity firm, is looking to add a Senior Tax Associate to its NYC team. This newly created role offers the opportunity to move beyond traditional tax compliance and gain hands-on exposure to tax strategy, planning, operations, and... 
    Senior
    Immediate start

    Beacon Hill Solutions Group

    New York, NY
    4 days ago
  •  ...overseeing a large and complex platform, this is an opportunity to make a meaningful impact in a fast-paced environment.The Senior Tax Associate will play a key role in supporting partnership tax compliance and reporting across multiple entities. This position is ideal... 
    Senior
    Immediate start

    Robert Half

    New York, NY
    2 days ago
  •  ...Reed Smith LLP in New York seeks a mid/senior-level associate to join the Tax Group. Candidates should have at least 5 years of experience in law firm and/or accounting tax work. An LL.M. in Taxation is preferred but not required, and candidates must be an active member... 
    Senior
    Flexible hours

    Reed Smith

    New York, NY
    23 hours ago
  • $95k - $140k

     ...elections Address collection matters including Installment Agreements, Offers in Compromise and Collection Due Process Hearings Perform tax research and draft tax memoranda on a broad range of federal tax issues. Contact the IRS Service Center and correspond on various tax... 
    Senior
    Full time
    Work at office
    Local area

    EisnerAmper

    New York, NY
    3 days ago
  •  ...from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive... 
    Senior
    Full time
    Temporary work
    Private practice
    Local area

    EisnerAmper

    New York, NY
    3 days ago
  •  ...Tax Senior | Grand Rapids, MI If you're going to work extra hours during tax season, you might as well get something for them. That's the thinking at this firm, anyway. Anything over 40 hours during busy season can be taken as extra pay or additional PTO.... 
    Senior

    Distinct | North America

    New York, NY
    4 days ago
  •  ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that...  ...and what we stand for as a firm.KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice. Responsibilities:... 
    Senior
    Local area

    KPMG

    New York, NY
    3 days ago
  •  ...review work performed by junior staff, aligning responsibilities with their experience and development goals Conduct research on R&D tax credit statutes, IRS regulations, and relevant case law to support client positions Assist in gathering and analyzing client documentation... 
    Senior
    Full time
    Work at office
    Local area

    EisnerAmper

    New York, NY
    4 days ago
  •  ...professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Prepare or detail review international tax compliance forms (e.g. Forms 5471, 8858, 8865, 8832, 926, 1042, 1118, 1120-F, 5472, 8992, 8993) Collaborate with a dedicated... 
    Senior
    Full time
    Fixed term contract
    Local area

    EisnerAmper

    New York, NY
    23 hours ago
  • $100k - $130k

     ...Tax Senior Associate, Private Client & Entertainment | Manhattan, NYC Indicative salary: $100,000–$130,000 | Hybrid arrangements to confirm A leading public accounting practice is seeking a Tax Senior Associate to join its Private Client and Entertainment team in... 
    Senior
    Full time

    Distinct | North America

    New York, NY
    1 day ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset... 
    Senior
    Full time
    H1b

    PwC

    New York, NY
    4 days ago
  •  ...Full timePosted: 2026-10-07Closes: 2027-10-07Job Summary:The Tax Senior, Business Incentives Group is responsible for leading or supporting...  ...experiences, communication, and organizational skills, Senior Associates work with senior professionals to, among other things, prepare... 
    Senior
    Internship
    Work at office

    BDO International

    New York, NY
    11 hours ago
  • $77k - $214k

     ...ApplicableSpecialismEntrepreneurial & Private Business (EPB) - GeneralManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Tax Senior Associate - Private Companies, you will play a pivotal role in guiding clients through complex tax regulations and optimizing their... 
    Senior
    Full time
    H1b

    PwC

    New York, NY
    23 hours ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe...  ...OpportunityAs an AWM Regulated Investment Company (RIC) Tax Senior Associate, you will play a pivotal role in guiding clients through... 
    Senior
    Full time
    H1b

    PwC

    New York, NY
    23 hours ago
  • $82.6k - $120k

    OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage...  ...your clients?If yes, consider joining Baker Tilly (BT) as a Senior Associate in the Employment Tax Advocacy and Controversy Services... 
    Senior
    Full time
    Work at office
    Local area
    Worldwide
    Flexible hours

    Baker Tilly

    New York, NY
    23 hours ago
  •  ...JCW is working with a dynamic private equity firm focused on middle-market companies seeking a Senior Tax Associate. The company strives to enhance operational excellence and growth within their portfolio. This person will be integral in managing partnership tax compliance... 
    Senior
    Full time

    JCW Group

    New York, NY
    3 days ago
  •  ...Baker Tilly Advisory Group, LP is seeking a Federal Tax Senior Associate to join one of the fastest growing public accounting firms. You will deliver industry-focused tax advisory and compliance services to middle market clients and collaborate with leadership to advance... 
    Senior

    Baker Tilly Advisory Group

    New York, NY
    1 day ago
  •  ...Baker Tilly Advisory Group, LP is seeking a Federal Tax Senior Associate to join our rapidly growing advisory team. This role focuses on delivering industry-focused tax advisory and compliance services to middle market clients and multinational companies. You will... 
    Senior
    Flexible hours

    Baker Tilly Advisory Group, LP

    New York, NY
    1 day ago
  • $77k - $214k

     ...companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational...  ...successful and progress in our careers, now and in the future.As a Senior Associate, you'll work as part of a team of problem solvers, helping to... 
    Senior
    Full time
    H1b

    PwC

    New York, NY
    2 days ago
  •  ...About the Opportunity A leading financial services firm is seeking a Senior Tax Associate to join its tax team. This is an exciting opportunity to join a high-performing team and gain exposure to a broad range of tax initiatives across the organization. Key Responsibilities... 
    Senior
    Full time

    JCW Group

    New York, NY
    1 day ago
  •  ...Our client, a well-established national accounting and advisory firm, is looking for a temporary Senior Tax Associate to join its National Tax group. This person will back up the firm’s wider tax practice by digging into complicated federal income tax questions, producing... 
    Senior
    Temporary work

    Mission Staffing

    New York, NY
    1 day ago
  • $95k - $125k

     ...Senior Tax AssociateLooking for a tax role that goes beyond compliance? This fully remote Senior Tax Associate opportunity offers hands-on exposure to tax planning, advisory services, and direct client impact while providing a clear path toward leadership and future advancement... 
    Senior
    Remote work

    Creative Financial Staffing

    New York, NY
    2 days ago
  • $70k - $133.5k

    New York, NY / Fairfield, NJ / Hackensack, NJTax - Tax /Full Time /HybridWork with a Top 20 CPA and advisory firm that Accounts...  .... Aprio is a progressive, fast-growing firm looking for a Senior Tax Associate to join their dynamic team . Aprio’s Tax group provides the opportunity... 
    Senior
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    New York, NY
    2 days ago
  •  ...Tax Senior Associate, Private Client | Manhattan, NYC Salary: $90,000–$120000,000 | Hybrid A well-established New York accounting practice is looking for a Tax Senior Associate to join its Private Client team. This position offers exposure to high-net-worth... 
    Senior
    Full time

    Distinct | North America

    New York, NY
    1 day ago
  •  ...A Professional Services Firm based in New York City is seeking an experienced tax professional to join their team as a Tax Senior Associate. Responsibilities: Oversee tax compliance, planning, and advisory engagements for individuals, business owners, and related... 
    Senior
    Full time

    Nextera Search

    New York, NY
    1 day ago
  • $70k - $100k

     ...Commensurate with experience Overview: We are seeking an experienced Tax Associate to join a fast-growing accounting and financial services firm...  ..., VA. This role offers the opportunity to work closely with senior leadership while supporting a unique and diverse client base.... 
    Senior
    Full time
    Remote work
    Monday to Friday

    LinkedIn

    New York, NY
    2 days ago
  •  ...Senior Tax Associate Tax Is About More Than Compliance. It's About Relationships, Advice, and Impact. The most successful tax professionals become trusted resources for clients, valued teammates for their colleagues, and advisors who understand the broader business challenges... 
    Senior

    Clark Schaefer Hackett

    New York, NY
    2 days ago
  •  ...Most HNW tax roles keep you focused on one piece of the client relationship. This one puts you at the center of it. A highly...  ...respected wealth management and advisory firm is looking to add a Senior Associate to its New York team. This is an opportunity for someone with... 
    Senior
    Work at office

    Talnt

    New York, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Tax Associate. Be the first to apply!