Senior Tax Associate New York, New York

Based in New York, NY, Joel Isaacson & Co. serves successful executives, business owners, professionals, and high-net-worth families. The firm’s services include investment and cash flow management, estate and tax planning and preparation, insurance planning, and retirement planning.

About the role

Our Tax Practice focuses on tax business planning, advisory, and compliance services for ultra-wealthy families and multi-generational wealth planning. The group specializes in the taxation of gifts, trusts, estates, foundations, closely held entities, and individual returns. This is a hybrid position: 2 days in office / 3 days remote.

Responsibilities

• Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas.
• Identifies tax risk management issues and proposes potential solutions through research and collaboration with the Engagement Partner.
• Reviews tax procedures, engagement workpapers, and financial statements without supervision.
• Addresses questions on advanced technical accounting matters from team members and upper-level client management.
• Applies advanced-level tax preparation skills.
• Manages multiple assignments inside an engagement.
• Communicates with Partner on work status and client issues that arise.
• Conducts research, consults with team members, draws conclusions, and prepares memos based on target issues.
• Demonstrates advanced knowledge of applicable accounting software (e.g., ProSystem Tax, Engagement, etc.).
• Performs top review of returns, workpapers, and issues.
• Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel.

Requirements

• Bachelor’s degree in Accounting (required).
• 8+ years of relevant work and industry experience within High Net Worth/Family Office taxation.
• Prior experience managing engagements and clients.
• Ability to work independently, but also collaborate effectively with others.

Preferred Qualifications

• Bachelor’s degree in Accounting or Taxation.
• CPA / EA License (required).
• Software experience with CCH ProSystem, Microsoft Office 365.

Pay

The annualized base pay range for this role is $100,000–$150,000. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location, and skill set. The base pay is one component of the total compensation package, which may also include an annual cash bonus and a comprehensive benefits package.

Benefits

• Medical, dental, and vision insurance.
• Life insurance.
• 401(k) retirement plan.

This is an exempt position. The job title is subject to change based on the selected candidate’s experience and education.