Tax Family Office- Senior Associate

Cerity Partners•New York, NY

1d•$120,000 - $140,000

About The Position

The Senior Associate will join the wealth management team in the New York office, handling tax preparation and review, planning, financial administration, and client relationship responsibilities. The role serves multiple clients and includes direct client contact, supervision and review of bookkeeping services, and interaction with other members of clients’ wealth management teams. The Senior Associate is also responsible for business aspects of client relationships, including billing, collections, and maintaining profitability.

Requirements

Extensive knowledge of income tax planning, financial planning, and financial administration.
Bachelor’s degree in Accounting.
Five to seven years of high-net-worth tax experience with a CPA firm or wealth management firm.
Extensive experience preparing and reviewing individual income tax returns, with an emphasis on taxation of high-net-worth individuals.
Proficiency with CCH Axcess Tax and QuickBooks Desktop and Online.
Ability to manage professionals and workflow, multitask, and meet deadlines.
Excellent oral and written communication skills.
Strong organizational skills and attention to detail.
Professionalism, dependability, integrity, and trustworthiness, combined with a team mentality.
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

Master’s degree in Tax.
CPA license preferred.
CFP desirable.

Responsibilities

Prepare and review personal, business, and fiduciary income tax returns, including multi-state filings.
Prepare and review tax projections for planning and estimated taxes, and support other tax planning.
Respond to tax notices and assist with tax audits.
Conduct tax research and special projects.
Review payroll tax returns and other information tax return filings.
Perform forensic accounting and other financial work for matrimonial actions.
Provide business management, financial administration, and financial concierge services for multiple clients, including direct client contact and supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups, and financial statement preparation.
Review client-specific reports, including financial statements, budgets, cash flow and spending reports, and financial plans.
Develop and maintain superior client relationships.
Interact with other members of clients’ wealth management teams.
Manage business aspects of client relationships, including billing, collecting, and maintaining profitability.