Tax Accountant

About the role

Aston Carter is seeking a seasoned tax professional to prepare and review complex federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, and closely held entities. This role involves managing all aspects of tax compliance and reporting for ultra-high-net-worth and high-net-worth clients, conducting in-depth tax research, and advising on tax-saving opportunities and planning strategies.

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 ultra-high-net-worth and high-net-worth clients.
• Conduct in-depth tax research utilizing Bloomberg Tax (BNA), IRS guidance, and other authoritative resources to support tax positions and planning strategies.
• Identify tax-saving opportunities and provide recommendations related to income, estate, gift, trust, and partnership taxation.
• Advise clients on the tax implications of investments, business transactions, real estate holdings, and wealth transfer strategies.
• Prepare tax projections and estimates to assist clients with financial and tax planning initiatives.
• Respond to federal, state, and local tax notices and assist with examinations and audits.
• Collaborate with attorneys, wealth advisors, family office personnel, and external stakeholders on tax-related matters.
• Monitor changes in tax legislation and communicate potential impacts to clients and leadership.
• Maintain detailed workpapers and documentation to ensure compliance with regulatory and firm standards.

Requirements

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

Skills

• Tax
• BNA
• High net worth
• Bloomberg Tax
• Tax returns
• Income tax
• Income tax preparation

Pay

The pay range for this position is $125,000.00 - $175,000.00 per year. Individual compensation offered within this range will depend on qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Benefits

• Health benefits
• Retirement plan
• Paid time off
• Paid holidays

Schedule

This is a permanent, fully onsite position based in Brooklyn, NY.

Application deadline: September 7, 2026.