Senior Tax Accountant

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 team. This role offers a unique blend of tax compliance, tax planning, financial administration, and client advisory work, making it an excellent opportunity for professionals looking to broaden their expertise beyond traditional tax preparation . What You'll Be Doi ngPrepare and review individual, business, and fiduciary income tax returns, including multi-state filin gsAssist with tax planning, projections, estimated tax calculations, and year-round advisory servic esRespond to tax notices and support IRS and state tax audi tsConduct tax research and participate in special projec tsReview payroll tax filings and information retur nsSupport forensic accounting and financial analyses related to matrimonial matte rsProvide business management and financial administration services to high-net-worth individuals and famili esReview financial statements, budgets, cash flow analyses, spending reports, and financial pla nsBuild and maintain strong client relationships while serving as a trusted advis orCollaborate with attorneys, investment advisors, accountants, and other members of a client's professional services te amManage workflow, client engagements, billing, and overall profitability of assigned accoun ts What We're Looking ForBachelor's degree in Accounting required; Master's in Taxation prefer redCPA prefer red5-7 years of high-net-worth tax experience within a CPA firm, family office, or wealth management environm entStrong experience preparing and reviewing complex individual income tax retu rnsKnowledge of tax planning, financial planning, and financial administration conce ptsProficiency with CCH Axcess Tax and QuickBooks (Desktop and Onli ne)Strong organizational skills with exceptional attention to det ailAbility to manage multiple priorities and deadlines in a client-focused environm entExcellent communication and relationship-building ski lls Why Consider This Opportun ity?This role offers much more than tax compliance. You'll work closely with affluent individuals and families, gaining exposure to financial planning, family office services, business management, and complex advisory matters. It's an opportunity to become a trusted advisor while developing a well-rounded skill set in a collaborative and client-centric environm ent. Busy Season H ours:Approxima tely 45 hours per week.Emphasis on maintaining reasonable non-billable hour expectat ions.Non-busy se ason 40 hours per week Compensation & Be Include:Medical, dental, and vision coverage starting on day one401(k) with employ er matchFlex ible PTOParent al leaveProfessional development and continuing education supportCommuter benefitsCommunity engagement and volunteer oppor #J-18808-Ljbffr