Senior Tax Associate - Family Office
Talnt
Job Description
Job Description
Most Senior Tax roles have you preparing returns. This one puts you at the center of your clients' financial lives.
A highly respected wealth management and advisory firm is seeking a Senior Associate to join its New York team. This is far more than a traditional tax compliance position—you'll serve as a trusted advisor to high-net-worth individuals and families, working across tax planning, financial administration, business management, and complex financial matters.
If you enjoy building long-term client relationships and want exposure beyond tax returns, this is an opportunity to broaden your career while working with sophisticated clients and an experienced advisory team.
What you'll do:
- Prepare and review complex individual, business, and fiduciary tax returns, including multi-state filings
- Develop tax projections and planning strategies for high-net-worth clients
- Respond to tax notices and assist with audits
- Conduct tax research and support special projects
- Review payroll tax filings and other information returns
- Assist with business management, financial administration, and concierge-style financial services
- Review financial statements, cash flow reports, budgets, and financial plans
- Collaborate closely with attorneys, financial advisors, and other professionals supporting client needs
- Build and maintain trusted client relationships while managing engagements from start to finish
What they're looking for:
- 5–7 years of public accounting or wealth management tax experience
- Strong experience serving high-net-worth individuals and family offices
- Bachelor's degree in Accounting (Master's in Tax is a plus)
- CPA preferred; CFP is a plus
- Experience with CCH Axcess Tax and QuickBooks (Desktop & Online)
- Strong communication skills and a client-first mindset
This opportunity is ideal for someone who enjoys combining technical tax expertise with advisory work and wants to become an indispensable resource to a select group of high-net-worth clients.
If you're interested in learning more—or know someone who may be a fit—send me a message. All inquiries will be handled confidentially.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Associate - Family Office in New York, NY vacancy
$120k - $140k
...to move beyond traditional tax compliance and become a trusted... ...-net-worth individuals and families? This Jobot Job is hosted... ...wealth management and family office firm serving high-net-worth... ...accounting. Job Details The Senior Tax Associate will play a key role in...Work at officeSeniorFor contractorsLocal areaFlexible hoursJobot
New York, NY3 hours ago$103k - $130k
...and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them... ...on high-net-worth individuals, fiduciary tax, not for profit compliance and entity tax... ...environment to deliver integrated family office services to clients. Aiding in the preparation...Work at officeSeniorPermanent employmentFull timeTemporary workWork experience placementFlexible hours$95k - $140k
...Offers in Compromise and Collection Due Process Hearings Perform tax research and draft tax memoranda on a broad range of federal... ...-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across...Work at officeSeniorFull timeLocal area- ...strategic, cost-effective tax solutions. Our team... ...including individuals, families, estates and trusts, and... ...are currently seeking a Senior Tax Accountant to join... ...hybrid position requires in-office presence three days per... ...about new Senior Tax Associate jobs in New York, NY ....Work at officeSeniorFull time3 days per week
Lutz and Carr CPAs, LLP
New York, NY5 days ago $101.2k - $129.03k
...Thornton is seeking a Corporate Tax Sr. Associate to join our team in... ...Iselin, NJ.As the Corporate Tax Senior Associate, you’ll be a member... ...our Corporate Tax Solutions Family and work on business income... ...our Washington National Tax Office (WNTO), to support all areas...Work at officeSeniorInternshipSeasonal workLocal areaFlexible hours3 days per week- ...a detail-oriented and highly organized Tax Associate to join their finance team. This individual... ...functions, working closely with senior leadership and external advisors. The ideal... ..., and financial recordkeeping within a family office, investment firm, or professional...Work at officeSeniorLocal area
StevenDouglas
New York, NY5 days ago $95k - $110k
...thinking multi‑disciplinary accounting, tax, and advisory firm serving closely held companies, family‑owned businesses, not‑for‑profit... ...recognized and rewarded. Position: Tax Senior Associate (Full‑time) – NYC or Parsippany, NJ office based on location. Essential Duties And...Work at officeSeniorFull timeTemporary workWork experience placementSummer workFlexible hoursSax LLP
New York, NY5 days ago$100k - $150k
...inspiration to do our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives in a growing... ...market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial...Work at officeSeniorFull timeLocal area$100k - $150k
...professionals and high net worth families. The firm's services include... ...flow management, estate and tax planning and preparation,... ...an immediate opening for a Senior Tax Associate . Our Tax Practice focuses... ...hybrid position: 2 days in office / 3 days remote. Primary Responsibilities...Work at officeSeniorLocal areaImmediate startRemote workPVH (Tommy Hilfiger/Calvin Klein)
New York, NY2 days ago$100k - $150k
...professionals and high net worth families. The firm’s services include... ...flow management, estate and tax planning and preparation,... ...an immediate opening for a Senior Tax Associate . Our Tax Practice focuses... ...hybrid position: 2 days in office / 3 days remote. Primary Responsibilities...Work at officeSeniorLocal areaImmediate startRemote workFocus Financial Partners Inc.
New York, NY5 days ago- ...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
- ...Citrin Cooperman is seeking an experienced professional in New York, NY, with 9+ years in business management or family offices. Responsibilities include client relations, generating new business opportunities, and leading a team. Candidates should have a Bachelor's Degree...Work at officeSenior
Citrin Cooperman
New York, NY2 days ago $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... ...and reporting packages Assist in the tax basis accounting and recording of K-1...Work at officeSeniorLanding Point
New York, NY2 days ago$140k - $190k
...A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...Work at officeSeniorBrown Brothers Harriman
New York, NY3 days ago- ...Senior Accountant – Single Family Office We are seeking a Senior Accountant to join a well‑established single family office supporting a diverse portfolio... ...and enjoys working across accounting, cash management, tax coordination, and investment reporting. Responsibilities...Work at officeSenior
The Quest Organization
New York, NY1 day ago $120k - $135k
...more. Base pay range $120,000.00/yr - $135,000.00/yr One of the top philanthropic families in NYC is seeking a Senior Accountant to assist with the family’s personal accounting and taxes. Responsibilities: Maintain accurate general ledger records for multiple entities,...Work at officeSeniorFull timeRemote workGenuine Search Group
New York, NY2 days ago$90k - $120k
...Join a Premier Multi-Family Office with Exceptional Growth, Strong Bonus Potential & Flexible... ...provides integrated financial advisory, tax, accounting, investment management, and... ...Job Details The Family Office Tax Associate will support a diverse portfolio of high...Work at officeFor contractorsLocal areaFlexible hoursJobot
New York, NY3 hours ago- ...Our Family Office client is seeking a Senior Tax Accountant is responsible for the preparation and review of various reports in support of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections and tax research. . Primary...Work at officeSenior
Cyperus Group LLC
New York, NY1 day ago - ...A renowned recruitment agency is seeking an Executive Director, Head of Family Office and Tax – Controller to oversee financial operations within a Single Family Office in New York. The ideal candidate will have extensive experience managing complex portfolios and a strong...Work at officeSeniorFull time
Atlas Search
New York, NY2 days ago $70k - $133.5k
.../ Fairfield, NJ / Hackensack, NJTax - Tax /Full Time /HybridWork with a Top 20 CPA... ...Accounts for Anything. Aprio has 40 U.S. office locations, as well as international... ...progressive, fast-growing firm looking for a Senior Tax Associate to join their dynamic team . Aprio’s...Work at officeSeniorFull timeWork experience placementLocal areaRemote workFlexible hours- ...Tax Family Office Senior Associate | High Net Worth & Family Office Services | New York, NY We are partnering with a highly respected Top 10 wealth management fir m, and the family office divisio n is seeking a Tax Family Office Senior Associat e to join its New York...Work at officeSenior
SR Staffing
New York, NY3 days ago $200k - $250k
...Senior Tax Accountant – Single Family Office New York City | $200K–$250K+ base | Hybrid: 3 days in office (T–Th) A sophisticated New York–based single family office is seeking a Senior Tax Accountant to work closely with the Tax Director and CFO. This is a high‑visibility...Work at officeSeniorAlliance Resource Group
New York, NY2 days ago$96.88k - $127.15k
...we're Oscar. We're hiring an Associate, Tax to join our Accounting organization... ...behaves like a doctor in the family.About the role:The Tax... ...projects.You will report into the Senior Director, Tax.Work Location:... ...position is based in our NYC office, requiring a hybrid work...Work at officeSeniorFull timeLocal areaFlexible hours$90k - $105k
...position) An “AJC Top Workplace” accounting firm is looking for a Senior Tax Associate. In this role, you will communicate with our clients and get... .... Key Information Overtime Expectations: in season, some Office Hours: hybrid (2 days in the office, 3 at home) Mon-Fri 9-5...Work at officeSenior6AM City
New York, NY3 days ago$125k - $150k
...established regional CPA firm based in Woodbury, NY is seeking a Senior Tax Accountant to join its Private Client Group. This is a hands‑on... ...‑knit, collaborative team. The position is 4 days per week in office. What you'll do Prepare complex high net worth individual...Work at officeSeniorConfidential Company
New York, NY5 days ago- ...Tax Senior – Public Accounting | Hybrid | Growth-Focused CPA Firm Are you ready to take the next step in your public accounting career with... ...growing group of professionals in a hybrid role, combining in-office collaboration with the flexibility of remote work. What You’ll...Work at officeSeniorLocal areaRemote work
Solid Rock Recruiting LLC
New York, NY3 days ago $145k - $175k
...Senior Family Law Associate / Senior Attorney Needed for Growing Law Firm! This Jobot Job is hosted by: Reed Kellick Are you a fit? Easy Apply... ...to work at least 3 days per week in our Manhattan office Interested in hearing more? Easy Apply now by clicking...Work at officeSeniorLocal area3 days per weekJobot
New York, NY1 day ago- ...offers strategic leadership, financial, and tax advisory services to entrepreneurial... ...participant in the growth of the local office and Firm overall. Entrepreneurial spirit... ...including at least one busy season as a Senior Associate Strong corporate compliance experience is...Work at officeSeniorLocal areaImmediate start
Siegfried Advisory
New York, NY3 days ago $90k - $125k
...Title : Tax Senior Associate, Consumer Products Group Department : Tax, Consumer Products Group (CPG) Supervises : N/A Role Type : Full-time... ...relationship skills. Proficient in using tax software and Microsoft Office applications. Compensation: Competitive annual salary in the...Work at officeSeniorFull timeLocal areaAnchin
New York, NY16 hours ago$72.7k - $144k
...through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in... ...follows a hybrid work model for candidates located near a Crowe office. Candidates who are not within commuting distance of a Crowe...Work at officeSeniorLocal areaRemote workCrowe
New York, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Associate - Family Office. Be the first to apply!
Related searches
- senior tax associate New York, NY
- tax accountant New York, NY
- tax preparers New York, NY
- corporate tax accountant New York, NY
- sales & use tax accountant New York, NY
- entry level tax accountant New York, NY
- seasonal tax preparer New York, NY
- tax accountant part time New York, NY
- remote tax accountant New York, NY
- tax specialist New York, NY