Silvercrest Asset Management · 1 day ago
Tax Associate
Silvercrest Asset Management Group LLC is a leading independent investment advisor offering tailored asset management services. The Tax Associate will assist the Tax Advisory team with tax compliance, accounting, and planning services, gaining unique experiences through client interaction and internal tax work.
Asset ManagementFinancial ServicesRisk ManagementWealth Management
Responsibilities
Prepare federal and state individual, trust and entity income tax returns, including related schedules
Organize and reconcile tax data from financial reports, brokerage statements, schedule K-1s and custodial tax packages
Assist with quarterly estimated tax calculations and safe harbor projections for individuals, trusts and entities
Maintain tax calendars and filing deadlines to track deliverables
Work with the firm’s tax preparation software and internal portfolio accounting systems
Additional duties and planning projects as required to support clients and the team
Qualification
Required
Bachelor's degree in Accounting, Finance or related field
Directly out of school or with up to two years of experience
Proficiency with Excel
Preferred
Excellent attention to detail and strong analytical skills
Ability to manage multiple deadlines
Strong communications and organizational skills
Company
Silvercrest Asset Management
Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional investors.
H1B Sponsorship
Silvercrest Asset Management 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 (1)
2022 (1)
2021 (1)
Funding
Current Stage
Public CompanyTotal Funding
$0.27M2018-06-07Post Ipo Equity· $0.1M
2017-11-11Post Ipo Equity· $0.17M
2013-06-27IPO
Recent News
2025-10-31
Silvercrest Asset Management Group Inc.
2025-10-31
Silvercrest Asset Management Group Inc.
2025-10-29
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