New York Licensed Private Wealth Tax Associate

A company is looking for a Senior Associate, Private Wealth Tax. Key Responsibilities Provide compliance and consulting services to high-net-worth individuals and families Perform complex tax returns and engage in proactive tax planning and strategic consulting Stay updated on tax trends and developments and apply them to complex situations Required Qualifications Undergraduate degree in Accounting or related field required Actively pursuing CPA, MST, or JD/LLM preferred Two or more years of experience in tax return review and planning for wealthy individuals and entities Eligibility to work in the U.S. without sponsorship is highly preferred

May 5, 2025 - 16:22

A company is looking for a Senior Associate, Private Wealth Tax. Key Responsibilities Provide compliance and consulting services to high-net-worth individuals and families Perform complex tax returns and engage in proactive tax planning and strategic consulting Stay updated on tax trends and developments and apply them to complex situations Required Qualifications Undergraduate degree in Accounting or related field required Actively pursuing CPA, MST, or JD/LLM preferred Two or more years of experience in tax return review and planning for wealthy individuals and entities Eligibility to work in the U.S. without sponsorship is highly preferred