Tax Associate - NY (NY)

Tax Associate – Wealth Management Firm (NYC)

Are you a detail-oriented, client-facing tax professional looking to grow within a collaborative and well-established organization? Join a respected wealth-focused tax team supporting a diverse client base with complex individual and business tax needs. This role offers exposure to high-level work, direct client interaction, and the opportunity to continue developing your technical skills in a supportive, team-oriented environment. As a Tax Associate, you will play a hands-on role in preparing tax returns, assisting with estimates and projections, and contributing to a high standard of client service across the tax function.

Who You Are:

• Bachelor’s degree in Accounting or a related field
• 1-3+ years of public accounting experience
• Strong experience with individual tax returns; some exposure to business entities preferred
• Professional, confident communicator comfortable engaging with clients and internal teams
• Highly organized with strong attention to detail and the ability to juggle multiple deadlines

What You’ll Do:

• Prepare individual and business tax returns
• Aid with quarterly estimates, projections, and tax-related analysis
• Communicate with clients regarding tax deliverables and general inquiries
• Support responses to tax notices and initial client correspondence
• Collaborate with internal teams to ensure accurate information and timely workflow
• Stay current on applicable tax rules and regulatory changes

Why Consider This Opportunity:

• Client Exposure: Meaningful interaction with clients and advisory professionals
• Development: Ongoing support for CPA/EA pursuit and skill growth
• Work-Life Balance: Predictable schedule in a non-billable environment
• Culture: Team-focused, professional environment with an emphasis on quality

What does this position pay?

Compensation is determined by several factors which may include skillset, qualifications/certifications, experience level, and geographic location. The expected range for this role is $85,000-$95,000, annualized base compensation. Please note this range is an estimate and actual may vary based on qualifications, physical location and experience.

Note:

We actively support and promote people of various backgrounds, from race and religion, to gender, geographical area, university, lifestyle, and personality type. Proven Recruiting is minority-owned, majority women, and a strong advocate for diversity and inclusion in the broader community.