Senior Tax Accountant - Private Client Services

Senior Tax Accountant – High Net Worth / Private Client Services

Location: Nassau County, NY

Our client, a well-established, mid-sized public accounting firm based in Nassau County, is seeking a Senior Tax Accountant to join its growing Private Client Services practice. The firm serves a sophisticated clientele of high-net-worth and ultra-high-net-worth individuals, families and business owners, with a significant concentration of clients in the financial services industry.

This position offers the opportunity to work on complex individual, trust, estate and gift tax matters while gaining exposure to a diverse range of tax planning and compliance engagements. The ideal candidate will have a strong background in high-net-worth individual taxation and be interested in joining a collaborative firm that offers professional development, competitive compensation and long-term career growth.

Key Responsibilities

• Prepare and review federal, state and local income tax returns for high-net-worth and ultra-high-net-worth individuals.
• Handle tax compliance matters involving trusts, estates, gifts, private foundations and related entities.
• Assist with tax planning strategies designed to minimize tax liabilities and address complex financial circumstances.
• Research and analyze federal, state and local tax regulations to ensure compliance and identify planning opportunities.
• Work directly with clients to gather financial information, address tax-related questions and provide guidance on compliance matters.
• Collaborate with partners, managers and other tax professionals on complex engagements and special projects.
• Assist with IRS and state tax notices, examinations and other tax-related inquiries.
• Support the development of junior tax professionals through technical guidance and review of work, as appropriate.

Qualifications

• Bachelor's degree in Accounting, Finance or a related field.
• Approximately 3–6 years of relevant tax experience, preferably within a public accounting firm.
• Strong experience preparing and reviewing individual income tax returns for high-net-worth clients.
• Familiarity with trusts, estates, gift taxation and private foundations.
• Solid understanding of federal, state and local tax laws and regulations.
• Experience working with clients in financial services, investment management or related industries is a plus.
• CPA designation or progress toward certification is preferred.
• Strong analytical, organizational and communication skills.
• Ability to manage multiple engagements and deadlines in a fast-paced environment.

Compensation & Benefits

• Competitive base salary, commensurate with experience and qualifications.
• Performance-based bonus opportunities.
• Comprehensive benefits package.
• Opportunities for professional development and career advancement.
• Collaborative environment with direct exposure to senior leadership and sophisticated clients.
• Flexible work arrangements, with a preference for on-site collaboration and consideration for hybrid schedules of three or more days per week.

About the Opportunity

This is an excellent opportunity for an experienced tax professional looking to expand their exposure to complex private client tax matters while joining a respected, growing public accounting firm. The firm offers the resources and sophisticated client base of a larger organization while maintaining the collaborative culture and accessibility of a mid-sized practice.