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Not Specified Permanent

New York, New York · USA job

Senior Tax Associate - Private Client Services

Jobot

New York, New York

Job description

Elevate your public accounting career by working with ultra-high-net-worth clients, hedge fund and private equity professionals, while enjoying hybrid flexibility, strong mentorship, and exceptional growth opportunities in a highly specialized tax practice This Jobot Job is hosted by: Brad Trombly Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $80,000 - $95,000 per year A bit about us: A leading accounting, tax, and advisory organization serving high-net-worth individuals, family offices, investment professionals, and closely held entities. The firm is known for delivering sophisticated tax solutions, fostering professional development, and maintaining a collaborative culture focused on technical excellence and exceptional client service. Why join us? Competitive compensation package ($80,000-$95,000) Discretionary performance bonus Hybrid schedule with in-office collaboration and flexibility Medical, dental, and vision insurance 401(k) plan and profit-sharing program Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) Basic Life, AD&D, and voluntary life insurance Inclusive parental leave benefits Generous Paid Time Off (PTO) Paid firm holidays Employee wellness and assistance programs Professional development, training, and certification opportunities Recognition and rewards programs Community involvement and volunteer opportunities Strong mentorship and long-term career growth Job Details Assist with tax planning and compliance services for ultra-high-net-worth individuals and families. Prepare complex individual and partnership tax returns, including Form 1040 and related filings. Support tax compliance needs for fund management companies and investment professionals. Maintain regular communication with clients and internal engagement teams. Prepare detailed tax workpapers and supporting documentation. Conduct tax research and summarize findings related to individual and entity taxation matters. Develop expertise in hedge fund K-1 reporting and its impact on individual taxation. Assist with tax matters involving: Trusts Estates Gift Tax Charitable Entities Review work prepared by junior staff for quality and accuracy, as appropriate. Mentor and support Associates and junior team members. Stay current on federal and state tax law developments. Collaborate closely with Managers and Partners to deliver exceptional client service. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:

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