About this role

Join our wealth management team as a Senior Associate in New York City, where you'll prepare and review tax returns, provide financial planning, and manage client relationships. This role is ideal for detail-oriented individuals passionate about organizing financial data and offering comprehensive financial services to high-net-worth clients.

What we are looking for

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Prepare and review personal, business, and fiduciary income tax returns
Provide tax planning, projections, and respond to tax notices
Offer business management and financial administration services to clients
Review financial statements, budgets, and cash flow reports
Develop and maintain superior client relationships
5-7 years of High Net Worth tax experience

Work authorization

Must be authorized to work without sponsorship.