Finance & Accounting

Tax Senior – Work/Life Balance!

New York Metro Area (hybrid)
Full Time

We are working with a highly respected family office seeking a Tax Senior with a background in high-net-worth as well as partnership tax. This person will work closely with the Director and CFO in all compliance and advisory functions for the business.

The feedback from candidates we’ve placed at this firm over the years has been extremely positive (friendly people, reasonable work/life balance, and above market comp packages).


• Prepare quarterly and annual tax estimates for individuals, trusts, and underlying real estate entities

• Collect and track key tax documents and schedules (e.g. K1, 1099, 1098, Sch. H, etc.)

• Coordinate outsourced tax preparation work

• Review of forms 1040, 1041, 1065, 1120, 1120S & 990PF prepared by outsourced tax provider

• Ensure compliance with federal, state and local tax regulations, gather information & formulate

responses to tax authority inquiries

• Identify tax savings opportunities and make recommendations to leadership

• Participate in quarterly meetings with taxpayers

• Stay up to date on legislative and regulatory changes and analyze to make strategic recommendations

Required Skills/Abilities:

• Bachelor’s degree, preferably in accounting/finance or a related field

• CPA preferred

• 4+ years of tax compliance & planning

• A strong knowledge of high-net-worth individual, trust & estate taxation is required, knowledge

of real estate and alternative investment tax issues preferred

• Experience preparing and/or reviewing forms 1040, 1065, & 1120s

• Knowledge of NYS & NYC tax concepts

• Proficiency in MS Excel/Word/PowerPoint/Visio/Outlook

• Strong written & verbal communication skills