Senior Tax Associate - Family Office

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.