Senior Tax Associate Private Client Services

Senior Tax Associate Private Client Services

$80,000 - $95,000

New York, NY

Elevate your public accounting career by working with ultra-high-net-worth clients, hedge fund and private equity professionals, while enjoying hybrid flexibility, strong mentorship, and exceptional growth opportunities in a highly specialized tax practice

A leading accounting, tax, and advisory organization serving high-net-worth individuals, family offices, investment professionals, and closely held entities. The firm is known for delivering sophisticated tax solutions, fostering professional development, and maintaining a collaborative culture focused on technical excellence and exceptional client service.

Why join us?

Competitive compensation package ($80,000-$95,000) Discretionary performance bonus Hybrid schedule with in-office collaboration and flexibility Medical, dental, and vision insurance 401(k) plan and profit-sharing program Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) Basic Life, AD&D, and voluntary life insurance Inclusive parental leave benefits Generous Paid Time Off (PTO) Paid firm holidays Employee wellness and assistance programs Professional development, training, and certification opportunities Recognition and rewards programs Community involvement and volunteer opportunities Strong mentorship and long-term career growth

Job Details

Assist with tax planning and compliance services for ultra-high-net-worth individuals and families. Prepare complex individual and partnership tax returns, including Form 1040 and related filings. Support tax compliance needs for fund management companies and investment professionals. Maintain regular communication with clients and internal engagement teams. Prepare detailed tax workpapers and supporting documentation. Conduct tax research and summarize findings related to individual and entity taxation matters. Develop expertise in hedge fund K-1 reporting and its impact on individual taxation. Assist with tax matters involving: Trusts Estates Gift Tax Charitable Entities Review work prepared by junior staff for quality and accuracy, as appropriate. Mentor and support Associates and junior team members. Stay current on federal and state tax law developments. Collaborate closely with Managers and Partners to deliver exceptional client service.