Kforce Inc ยท 1 day ago
Tax Associate - Family Office
New York, NY
Full-time
Onsite
Mid Level
$107K/yr - $145K/yr
4+ years expKforce Inc is a prominent staffing agency seeking a Tax Associate for a multi-generation family office located in NYC. The role involves assisting with tax compliance for high net worth individuals and related entities, coordinating with tax service providers, and managing various tax-related tasks.
ConsultingEmploymentFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Assist with tax compliance process for all U.S. federal, state and local, and international tax returns for family members and related entities
Coordinate with tax service providers and monitor tax calendar deadlines to ensure timeliness of all tax filings
Gather information for tax return preparations: Federal, state and local Individual (1040), Nonresidents (1040-NR), Real Estate and Business LLCs and Partnerships (1065 & K-1s), C-Corp (1120), S-Corp (1120S & K-1s), Trust (1041), and Gift (709) income tax returns, including multi-state tax returns for ultra-high net worth individuals
Gather information for foreign filings and disclosures (8858, 8865, 8621, 5471, 5472, 3520)
Manage books for foreign owned US entities
Assist with tax projection calculations for family members and related entities
Review all general ledgers for family members and related entities
Perform research on the tax implications of prospective future transactions, charitable giving strategy, disposition of investments and other significant tax-related events
Assist with tax notices, audits and memorandum
Assist Tax Directors with tax planning and strategy, and compliance
Qualification
Required
Bachelor's degree in Accounting; CPA, Masters or EA designation are pluses
4+ years of High Net Worth/Individual tax/accounting experience within a public accounting firm or family office
Excellent communication skills
Highly organized with the ability to manage multiple priorities and deadlines and multitask
Preferred
International tax experience along with trust/estate tax exposure are preferred
Software experience must include Microsoft Office, Excel, Word, PowerPoint, and QuickBooks are ideal
Benefits
Medical/dental/vision insurance
HSA
FSA
401(k)
Life, disability & ADD insurance
Company
Kforce Inc
Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services.
1001-5000 employees
H1B Sponsorship
Kforce Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (792)
2024 (667)
2023 (734)
2022 (843)
2021 (1197)
2020 (858)
Funding
Current Stage
Public CompanyTotal Funding
unknown2024-05-20IPO
2014-06-08Acquired
Leadership Team
Aaron Travis
Digital Experience Delivery Director | Kforce Consulting Solutions
Recent News
2025-11-19
2025-11-07
2025-11-04
Company data provided by crunchbase