Senior Tax Associate - High Net Worth Clients & Family Office Services

The Senior Tax Associate will play a key role in delivering tax compliance, tax planning, financial administration, and family office services to high-net-worth individuals and families.

This position combines technical tax expertise with client relationship management and financial oversight responsibilities. The successful candidate will work directly with clients and collaborate closely with members of their broader wealth management teams to provide comprehensive financial support and exceptional service.

Key Responsibilities

Tax Compliance & Planning
Prepare and review individual, business, trust, and fiduciary income tax returns, including multi-state filings
Prepare and review tax projections, estimated tax calculations, and planning analyses
Respond to tax notices and assist with tax audits and examinations
Conduct tax research and support special projects
Review payroll tax filings and various information return filings

Family Office & Financial Administration
Provide business management, financial administration, and financial concierge services for multiple clients
Review bookkeeping activities, including general ledger postings, payroll processing, bank reconciliations, and financial statement preparation
Monitor and review client financial reporting, budgets, cash flow analyses, spending reports, and financial plans
Assist with forensic accounting and financial analyses related to matrimonial matters
Coordinate with advisors, attorneys, accountants, and other members of clients' professional teams

Client Relationship Management
Develop and maintain strong relationships with high-net-worth clients and their families
Serve as a trusted resource and responsive point of contact for client requests
Participate in all business aspects of client engagements, including billing, collections, and maintaining profitability
Deliver a high level of service while managing multiple client relationships and deadlines