What You'll Be Doing Prepare and review individual, business, and fiduciary income tax returns, including multi-state filings Assist with tax planning, projections, estimated tax calculations, and year-round advisory services Respond to tax notices and support IRS and state tax audits Conduct tax research and participate in special projects Review payroll tax filings and information returns Support forensic accounting and financial analyses related to matrimonial matters Provide business management and financial administration services to high-net-worth individuals and families Review financial statements, budgets, cash flow analyses, spending reports, and financial plans Build and maintain strong client relationships while serving as a trusted advisor Collaborate with attorneys, investment advisors, accountants, and other members of a client's professional services team Manage workflow, client engagements, billing, and overall profitability of assigned accounts What We're Looking For Bachelor's degree in Accounting required; Master's in Taxation preferred CPA preferred 5-7 years of high-net-worth tax experience within a CPA firm, family office, or wealth management environment Strong experience preparing and reviewing complex individual income tax returns Knowledge of tax planning, financial planning, and financial administration concepts Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online) Strong organizational skills with exceptional attention to detail Ability to manage multiple priorities and deadlines in a client-focused environment Excellent communication and relationship-building skills Why Consider This Opportunity? Job Description: Tax Family Office Senior Associate (Tax Manager) High Net Worth & Family Office Services | New York, NY We are partnering with a highly respected Top 10 wealth management firm, and the family office division is seeking a Tax Family Office Senior Associate (Tax Manager) to join its New York team.