• Location: New York NY
• Type: Perm
• Job #22989

Company Overview:
A multi-family office providing comprehensive financial services is seeking a Tax Associate to join their team. The role involves managing tax compliance and providing strategic tax guidance for high-net-worth clients.

Job Responsibilities:

• Prepare and review tax returns including Forms 1040, 1041, 1065, 1120, 709, and 990-PF for high-net-worth individuals, trusts, estates, partnerships, and private foundations
• Conduct detailed tax research and analysis to provide strategic guidance on complex tax matters
• Manage and oversee compliance processes for federal, state, and local tax filings
• Collaborate with wealth advisors, legal professionals, and other team members to provide integrated tax solutions
• Identify opportunities for tax savings and advise clients on tax-efficient strategies
• Support the preparation of financial statements and tax projections
• Ensure compliance with changing tax laws and regulations
• Provide audit support and representation during IRS or state tax examinations
• Maintain organized and accurate documentation for all tax-related matters

Qualifications:

• 2-6 years of tax generalist experience
• Excellent verbal and written communication skills
• Strong attention to detail
• Knowledge of applicable tax codes, laws, and regulations