Whitman Advisory Job Community · 1 week ago
Senior Tax Associate
Manhattan, NY
Full-time
Onsite
Mid, Senior Level
$90K/yr - $125K/yr
2+ years expWhitman Advisory is assisting in the hiring of a Senior Tax Associate with high-net-worth and private client experience. The role involves providing customized tax planning, compliance, and advisory services to high-net-worth individuals and families, while developing comprehensive tax strategies that align with clients' financial objectives.
Staffing & Recruiting
Hiring Manager
Jacob Whitman
Responsibilities
Work directly with clients to evaluate their financial circumstances and long-term goals
Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns to ensure accuracy and compliance
Design and implement personalized tax strategies that minimize liabilities while adhering to applicable laws and regulations
Develop and maintain strong client relationships, serving as a trusted advisor on tax and financial matters
Stay informed on evolving tax laws, regulations, and industry developments that may affect clients
Research complex tax issues and develop innovative, practical solutions
Collaborate with colleagues across levels to deliver integrated client service
Interpret tax rules and provide clear guidance in response to client questions
Analyze estate and gift tax exposure and assist in developing strategies to reduce those obligations
Communicate technical concepts in a clear, accessible manner to clients with varying degrees of financial sophistication
Mentor and support junior team members, sharing expertise and fostering professional development
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field required
Minimum of 2 years of experience in tax compliance and planning, ideally within a private client, wealth management, or public accounting environment
Strong knowledge of individual, partnership, trust, estate, and gift taxation
Proficiency with tax preparation and research software
Excellent communication and relationship-building skills
Strong analytical skills, attention to detail, and problem-solving ability
Commitment to ongoing professional development and staying current with tax law changes
Accountability: Follows through on commitments and delivers consistent results
Effective Communicator: Conveys information clearly and listens attentively
Interpersonal Skills: Builds rapport and collaborates effectively with colleagues and clients
Adaptability: Learns quickly and adjusts to new challenges
Technical Expertise: Demonstrates proficiency in complex tax matters
Resilience: Performs well under pressure and maintains a positive attitude
Action-Oriented: Proactively seeks opportunities to contribute and grow
Integrity: Maintains confidentiality and acts with honesty and professionalism
Preferred
CPA certification or Master's degree in Taxation
Company
Whitman Advisory Job Community
At Whitman Advisory, we are a boutique firm renowned for our strong relationships with reputable CPA firms across North America.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase