Tax Accountant

Aston Carter • New York, NY

2d • $125,000 - $175,000 • Onsite

About The Position

We are seeking an experienced tax professional to lead complex tax compliance, planning, and consulting engagements for high-net-worth and ultra-high-net-worth individuals, trusts, estates, partnerships, and closely held businesses. This is a highly visible role offering exposure to sophisticated tax matters, wealth transfer strategies, and direct client advisory work.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA required or strongly preferred.
• 10+ years of tax experience, preferably serving high-net-worth individuals, family offices, private clients, or closely held businesses.
• Extensive experience preparing and reviewing individual, trust, estate, gift, and partnership tax returns.
• Advanced proficiency with Bloomberg Tax (formerly BNA) and tax research methodologies.
• Strong knowledge of federal, state, and local tax regulations.
• Experience providing strategic tax planning and consulting services.
• Proven ability to manage multiple engagements and deadlines in a fast-paced environment.
• Advanced Excel skills and strong analytical capabilities.
• Excellent communication and client relationship management skills.

Responsibilities

• Prepare and review complex federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, and closely held entities.
• Manage all aspects of tax compliance and reporting for private clients and family office relationships.
• Conduct advanced tax research using Bloomberg Tax (BNA), IRS guidance, and other authoritative resources.
• Identify tax-saving opportunities related to income, estate, gift, trust, and partnership taxation.
• Advise clients on investment, real estate, business transaction, and wealth transfer tax implications.
• Prepare tax projections and estimates to support financial and tax planning initiatives.
• Respond to tax notices and assist with audits and examinations.
• Collaborate with attorneys, wealth advisors, family office personnel, and other stakeholders on tax-related matters.
• Monitor tax law changes and communicate potential impacts and planning opportunities.
• Maintain detailed workpapers and ensure compliance with firm and regulatory standards.

Benefits

• Health benefits
• retirement plan
• Paid time off
• paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Senior