Senior Tax Associate – Private Client Services

About the role

Elevate your public accounting career by working with ultra-high-net-worth clients, hedge fund and private equity professionals, while enjoying hybrid flexibility, strong mentorship, and exceptional growth opportunities in a highly specialized tax practice.

A leading accounting, tax, and advisory organization serving high-net-worth individuals, family offices, investment professionals, and closely held entities. The firm is known for delivering sophisticated tax solutions, fostering professional development, and maintaining a collaborative culture focused on technical excellence and exceptional client service.

Responsibilities

• Assist with tax planning and compliance services for ultra-high-net-worth individuals and families.
• Prepare complex individual and partnership tax returns, including Form 1040 and related filings.
• Support tax compliance needs for fund management companies and investment professionals.
• Maintain regular communication with clients and internal engagement teams.
• Prepare detailed tax workpapers and supporting documentation.
• Conduct tax research and summarize findings related to individual and entity taxation matters.
• Develop expertise in hedge fund K-1 reporting and its impact on individual taxation.
• Assist with tax matters involving: Trusts, Estates, Gift Tax, Charitable Entities.
• Review work prepared by junior staff for quality and accuracy, as appropriate.
• Mentor and support Associates and junior team members.
• Stay current on federal and state tax law developments.
• Collabor