Whitman Advisory Job Community · 7 hours ago
Senior Tax Associate
Manhattan, NY
Full-time
Hybrid
Mid, Senior Level
2+ years expWhitman Advisory Job Community is a respected firm seeking a Senior Tax Associate with experience in high-net-worth and private client services. The role focuses on providing personalized tax planning, compliance, and advisory services to high-net-worth individuals and families.
Staffing & Recruiting
Responsibilities
Work directly with clients to evaluate financial circumstances and goals
Prepare and review individual, partnership, trust, estate, and gift tax returns
Design and implement tailored tax strategies to minimize liabilities
Serve as a trusted advisor and build strong, long-term client relationships
Research complex tax issues and provide practical solutions
Mentor and support junior team members, fostering professional growth
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
Minimum 2 years of tax compliance and planning experience, ideally in private client, wealth management, or public accounting
Strong knowledge of individual, partnership, trust, estate, and gift taxation
Proficiency with tax preparation and research software
Excellent communication, analytical, and relationship-building skills
Preferred
CPA or Master's 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