Financial Planning & Tax Associate

We are seeking a Tax Planning Associate to join our client, a boutique Wealth Management firm on Long Island. This is an excellent opportunity for an experienced tax professional who wants to move beyond traditional compliance and play an integral role in delivering sophisticated, year-round tax planning and wealth management services to high-net-worth clients.

The successful candidate will have strong technical tax knowledge, experience preparing complex individual returns, and an interest in working collaboratively with wealth advisors and other professionals to develop thoughtful tax strategies.

Responsibilities

• Prepare and review complex federal and state individual income tax returns for high-net-worth individuals, families, executives, business owners, and investors.
• Handle tax returns involving multiple states, investment income, K-1s, trusts, pass-through entities, capital gains, and other complex tax matters.
• Support year-round tax planning, including tax projections, estimated tax calculations, and scenario analysis.
• Identify and evaluate tax-planning opportunities based on clients' income, investments, business interests, charitable giving, and broader financial circumstances.
• Work closely with wealth advisors to incorporate tax considerations into clients' overall wealth management strategies.
• Research federal and state tax laws and communicate relevant developments and planning opportunities.
• Serve as a resource to clients on tax-related questions and assist with tax return reviews and planning discussions.
• Coordinate with clients' outside CPAs, attorneys, estate planning professionals, and other advisors as needed.
• Maintain accurate client records and ensure timely completion of tax filings and planning deliverables.
• Contribute to improving tax processes, systems, and workflows within the firm's growing tax practice.

Qualifications

Required

• Active CPA or Enrolled Agent (EA) credential.
• 3+ years of relevant tax experience.
• Demonstrated experience preparing complex individual tax returns.
• Experience serving high-net-worth individuals, business owners, executives, or similarly sophisticated clients.
• Strong understanding of federal individual taxation and familiarity with multi-state tax matters.
• Excellent analytical, organizational, and attention-to-detail skills.
• Strong written and verbal communication skills.
• Ability to manage multiple client engagements and deadlines in a fast-paced environment.
• High degree of professionalism and discretion when handling sensitive financial information.

Preferred

• Experience in a CPA firm, family office, wealth management firm, or similar environment.
• Experience with trusts, partnerships, S corporations, equity compensation, investment income, charitable planning, and estate-related tax matters.
• Experience with tax research and tax-planning software.
• Interest in integrating tax planning with investment management, estate planning, and broader wealth management.