Audit and Tax Preparer

We are seeking a highly experienced Tax Accountant with 10+ years of progressive tax experience supporting high-net-worth individuals (HNWIs), family offices, executives, and closely held businesses. The ideal candidate will possess deep expertise in individual, trust, gift, and estate taxation, as well as advanced tax research capabilities utilizing Bloomberg Tax (BNA).

This individual will play a key role in managing complex tax compliance, conducting tax research, identifying planning opportunities, and advising clients on a wide range of tax matters.

Prepare and review complex federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, and closely held entities.

Manage all aspects of tax compliance and reporting for ultra-high-net-worth and high-net-worth clients.

Conduct in-depth tax research utilizing Bloomberg Tax (BNA), IRS guidance, and other authoritative resources to support tax positions and planning strategies.

Identify tax-saving opportunities and provide recommendations related to income, estate, gift, trust, and partnership taxation.

Advise clients on the tax implications of investments, business transactions, real estate holdings, and wealth transfer strategies.

Prepare tax projections and estimates to assist clients with financial and tax planning initiatives.

Respond to federal, state, and local tax notices and assist with examinations and audits.

Collaborate with attorneys, wealth advisors, family office personnel, and external stakeholders on tax-related matters.

Monitor changes in tax legislation and communicate potential impacts to clients and leadership.

Maintain detailed workpapers and documentation to ensure compliance with regulatory and firm standards.

Bachelor's degree in Accounting, Finance, or related field.

• CPA required or strongly preferred.
• 10+ years of tax experience, preferably supporting high-net-worth individuals, family offices, private clients, or closely held businesses.
• Extensive experience preparing and reviewing complex individual, trust, estate, gift, and partnership tax returns.
• Advanced proficiency with Bloomberg Tax (formerly BNA) for tax research and technical analysis.
• Strong knowledge of federal, state, and local tax regulations.
• Experience with tax planning and consulting for high-net-worth clients.
• Advanced Excel skills and strong analytical capabilities.
• This is a Permanent position based out of Brooklyn, NY.

Health benefits, retirement plan, Paid time off, paid holidays

Application Deadline

Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email View email address on click.appcast.io of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.