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Hybrid Senior Tax Pro - Wealth Mgmt; NYC
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-27
Listing for:
Whitman Advisory Job Community
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Tax Advisor, Tax Accountant
Job Description & How to Apply Below
Location: New York
A leading independent wealth management firm is seeking an experienced Senior Tax Professional to join their growing team in New York, NY. This mid-senior level role involves preparing and reviewing various tax returns, advising clients on tax optimization, and collaborating closely with advisors for high-net-worth clients. Candidates should have 5–7 years of relevant experience, a Bachelor’s degree, and expertise in tax compliance and software tools.
A strong client-first mindset is essential. The position offers hybrid flexibility and comprehensive benefits.
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Position Requirements
10+ Years
work experience
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