search mastersNew York, NY
Full-time Senior Tax Preparer
Full-time Senior Tax Preparer
Full-time Senior Tax Preparer
search mastersNew York, NY
Apply for this role (opens in a new tab)2 days ago
Tax Senior – Private Client Services Location: New York, NY (Hybrid)
A top-ranking CPA firm is seeking an experienced Tax Senior or higher to join its Private Client Services group. In this role, you’ll provide strategic tax planning, compliance, and advisory services to high-net-worth individuals and families, helping them achieve their financial goals.
Consistently recognized as one of the “Best of the Best” Accounting Firms in the U.S., the firm offers an exceptional environment for professionals seeking growth and impact.
Key Responsibilities:
Serve as a trusted point of contact for high-net-worth individuals, families, and family offices
Prepare and review complex individual, partnership, trust, gift, and estate tax returns
Provide tax planning and advisory services tailored to clients’ financial goals
Identify tax-saving opportunities and develop strategies to minimize liabilities
Research complex tax issues and provide creative solutions
Supervise and mentor junior staff
Collaborate with Partners and senior leadership on client and team initiatives
Stay current on federal, state, and local tax law changes
Qualifications:
~ Bachelor’s degree in Accounting, Finance, or related field
~ CPA preferred
~3+ years of tax compliance experience with a focus on high-net-worth individuals and families
~ Strong knowledge of federal, state, and local tax laws and regulations
~ Proficiency with tax software and research tools
~ Excellent communication, interpersonal, and analytical skills
Also on the board Same function, level within a rung
Level
Senior
Location
New York, NY
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
2 days ago