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Tax Associate – Family Office

  • Compensation: 90,000 - 110,000 yearly Plus Bonus
  • Location: New York, New York
  • Type: Perm
  • Job #19700

A multi-family office group seeks a Tax Associate

Your Impact:

  • Contributing to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients.
  • Preparing and self-reviewing work products for completeness and accuracy, and preparing them for client delivery.  Work product focus will include a concentration on high net worth individuals and fiduciary tax.
  • Preparing work papers based on professional standards.  Processing data and converting it to a reviewable product.
  • Assisting in the research of complex tax issues and in the development of quality, practical income tax planning services.  Working within a small team environment to deliver integrated family office services to clients.
  • Aiding in the preparation of various time-sensitive client requests and planning opportunities.
  • Facilitating communications and providing ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery.  Maintain a personal commitment to continuing education.
  • Contributing to a flexible, stable, and team-oriented working culture that fosters professional development.

What You’ll offer:

  • Bachelor’s degree in Accounting
  • 2-3 years of related work experience in a tax or family office practice; an emphasis on individual and fiduciary experience is critical
  • A commitment to learning and developing in an exacting tax environment within a growth business
  • Excellent interpersonal, analytical, and problem-solving abilities.
  • Strong written and verbal communication skills.
  • Proficiency in compliance technology applications including Pro Systems, BNA Income Tax planner and Microsoft products. 

We’d love to see:

  • MBA or MS in Taxation
  • CPA or CPA exam parts passed
  • Other competencies including pass through, gift tax or not for profit
  • Knowledge of Prosystems Engagement tool


  • 100% funded health, vision, and dental insurance
  • 401K plan with company match
  • Generous PTO and paid holidays
  • Philanthropic opportunities
  • A wide variety of free and healthy snacks available all day in our café
  • Discounted health club reimbursement
Work from home:
  • Company policy is 2 days/week in-office
  • Fully remote August
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