Senior Tax Associate
JCW Group, New York, NY, United States
Location:
New York City (Hybrid with significant remote flexibility) Experience:
3–5 years Industry:
Multi-Family Office / High Net Worth Tax Overview
A well-established and growing multi-family office is seeking a Senior Tax Associate to join its tax team. This role will focus on providing comprehensive tax support to high net worth individuals, families, and related entities, including trusts and estates. The firm offers a collaborative culture, long-term stability, and meaningful exposure to sophisticated planning work. This is an excellent opportunity for a tax professional looking to deepen their HNW expertise while maintaining strong work-life balance through a flexible hybrid schedule. Responsibilities
Prepare and review federal, state, and local income tax returns for high net worth individuals Prepare and review fiduciary income tax returns for trusts and estates Assist with tax planning for individuals, trusts, estates, and closely held entities Support gift and estate tax filings, including Forms 706 and 709 Qualifications
Bachelor’s degree in Accounting, Finance, or related field CPA or EA strongly preferred (or in progress) 3–5 years of experience focused on high net worth individual taxation Hands-on experience with trusts and estates required Public accounting or family office background preferred Strong understanding of individual, fiduciary, gift, and estate tax concepts Excellent attention to detail and organizational skills Ability to manage multiple deadlines in a fast-paced environment Strong communication skills and a client-service mindset For more information regarding this position or other tax opportunities, please reach out to fiona.miles@jcwgroup.com.
#J-18808-Ljbffr
New York City (Hybrid with significant remote flexibility) Experience:
3–5 years Industry:
Multi-Family Office / High Net Worth Tax Overview
A well-established and growing multi-family office is seeking a Senior Tax Associate to join its tax team. This role will focus on providing comprehensive tax support to high net worth individuals, families, and related entities, including trusts and estates. The firm offers a collaborative culture, long-term stability, and meaningful exposure to sophisticated planning work. This is an excellent opportunity for a tax professional looking to deepen their HNW expertise while maintaining strong work-life balance through a flexible hybrid schedule. Responsibilities
Prepare and review federal, state, and local income tax returns for high net worth individuals Prepare and review fiduciary income tax returns for trusts and estates Assist with tax planning for individuals, trusts, estates, and closely held entities Support gift and estate tax filings, including Forms 706 and 709 Qualifications
Bachelor’s degree in Accounting, Finance, or related field CPA or EA strongly preferred (or in progress) 3–5 years of experience focused on high net worth individual taxation Hands-on experience with trusts and estates required Public accounting or family office background preferred Strong understanding of individual, fiduciary, gift, and estate tax concepts Excellent attention to detail and organizational skills Ability to manage multiple deadlines in a fast-paced environment Strong communication skills and a client-service mindset For more information regarding this position or other tax opportunities, please reach out to fiona.miles@jcwgroup.com.
#J-18808-Ljbffr