• Location: New York NY
• Type: Perm
• Job #23673

Company Overview:
A leading integrated fee-only RIA in the United States, specializing in comprehensive wealth management solutions for high-net-worth and ultra-high-net-worth clients, is seeking a Tax Associate to join their team. The role focuses on delivering exceptional client service and supporting the firm's commitment to exceeding expectations and establishing lasting legacies.

Job Responsibilities:

• Contribute to client satisfaction by providing timely and effective responses to client needs and concerns.
• Prepare and self-review work products for completeness and accuracy, focusing on high-net-worth individuals, fiduciary tax, not-for-profit compliance, and entity tax filings.
• Prepare work papers based on professional standards and process data into a reviewable product.
• Assist in researching complex tax issues and developing quality, practical income tax planning services.
• Aid in the preparation of various time-sensitive client requests and planning opportunities.
• Facilitate communications and provide assistance to team members by sharing knowledge to enhance service delivery.
• Maintain a personal commitment to continuing education and contribute to a team-oriented working culture.

Qualifications:

• Bachelor’s degree in accounting.
• 4-6 years of related work experience in a tax or family office practice, with an emphasis on individual and fiduciary experience.
• Proficiency in compliance technology applications including Pro Systems, BNA Income Tax Planner, and Microsoft products.
• CPA or CPA exam parts passed preferred; MBA or MS in Taxation a plus.
• Knowledge of CCH Engagement and CCH Axcess Tax is a plus.