Save Job Back to Search Job Description Summary Similar JobsHybrid! 2-3 days in office!Excellent tax team!About Our ClientOur client is a highly regarded, independently owned wealth management and advisory firm serving high-net-worth individuals, families, and institutions.Job DescriptionPrepare and review federal, state, and local tax returns for individuals, trusts, and partnershipsAssist with quarterly tax estimates, extensions, and year-end tax planning strategiesConduct tax research and analyze implications for client-specific scenariosSupport senior team members on complex tax engagements and client deliverablesCoordinate with wealth advisors, investment teams, and external partners to align tax strategies with financial plansMaintain accurate tax records and ensure compliance with current regulationsStay up to date on tax law changes and industry developmentsMPI 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.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 ApplicantA successful Tax Associate should have:Bachelor's degree in Accounting, Finance, or related field (CPA or progress toward CPA preferred)1-3+ years of public accounting or relevant tax experienceExposure to high-net-worth individual and/or trust & estate taxation preferredStrong analytical, organizational, and communication skillsAbility to manage multiple deadlines in a fast-paced, team-oriented environmentProficiency in tax software and Microsoft ExcelWhat's on OfferCompetitive salary ranging from $55,000 to $80,000, depending on experience.Comprehensive benefits package, including healthcare and retirement plans.Opportunities for professional development and growth within the company.Hybrid work schedule!If you're ready to take the next step in your career as a Tax Associate, we encourage you to apply today!ContactLogan SiffringerQuote job refJN-062026-7032946Job summarySectorTaxSub SectorTax In HouseIndustryFinancial ServicesLocationNew YorkContract TypePermanentConsultant nameLogan SiffringerJob ReferenceJN-062026-7032946
