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Senior Tax Associate - Private Client Wealth Strategy
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-25
Listing for:
Whitman Advisory Job Community
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Accounting & Finance, Tax Accountant -
Accounting
Accounting & Finance, Tax Accountant
Job Description & How to Apply Below
A financial advisory firm is seeking a Senior Tax Associate to support high-net-worth individuals with customized tax planning and compliance services. This role involves preparing and reviewing various tax returns and developing effective tax strategies that meet clients' financial goals. The ideal candidate has at least two years of relevant experience and a Bachelor's degree in Accounting or Finance, along with strong analytical and communication skills.
CPA certification is preferred.
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Position Requirements
10+ Years
work experience
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