Tax Associate- Financial Services- NYC

New York, New York Permanent USD105,000 - USD115,000 per year
  • Excellent Company Culture
  • Opportunity to Work at a Sophisticated Financial Services Firm

About Our Client

My client is a financial services and advisory firm based in NYC. They are a smaller, more collaborative tax team who goes into the office on a hybrid schedule (4 times per week).

Job Description

Key Responsibilities:

  • High net-worth tax compliance
  • Tax planning
  • Conduct tax research
  • Prepare deliverables for quarterly client meetings
  • Special projects

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

  • 2+ years public accounting experience with a focus on high net-worth individuals
  • Bachelor's degree in accounting or other related field
  • CPA preferred, not required
  • Strong and effective communicator

What's on Offer

  • Competitive Base Salary / Bonus
  • Health/Vision/Dental insurance
  • Generous PTO and paid holidays
  • Excellent Benefits
  • 401k
Kristin McDermott
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Job summary

Sub Sector
Tax In House
Financial Services
New York
Contract Type
Consultant name
Kristin McDermott
Job Reference