HYBRID- Senior Associate

2 months ago


New York, United States Jobot Full time
Job DescriptionJob DescriptionHybrid, work -life balance, 20% payout on all new business, growth potential, and roadmap to growth

This Jobot Job is hosted by: Mark C. Johnson
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $120,000 - $140,000 per year

A bit about us:



Leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Why join us?



Work-life balance
Hybrid and flexible scheduling
Roadmap to promotional growth
Comprehensive benefits package

Job Details



Key high level responsibilities and what we're looking for:

  • Must have family office experience and experience working directly with clients
  • Pays bills for clients
  • Will have to juggle different client needs all at once
  • Must be well versed in tax
  • Will prepare reviews
  • Reviews financial statements of the accounting associate
  • Must have reviewing experience
  • Needs to be knowledgeable about the HR side of things like payroll, timesheets, etc
  • Preparation and review of personal, business and fiduciary income tax returns including multi-state filings
  • Preparation and review of tax projections for planning and estimated taxes and other tax planning
  • Respond to tax notices and assist with tax audits
  • Tax research and special projects
  • Forensic accounting and other financial work for matrimonial actions
  • Provide business management/financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements)
  • Review client specific reports including financial statements, budgets, cash flow and spending reports
  • Responsible for developing and maintaining superior client relationships
  • Interaction with other members of a client’s wealth management team
  • Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability

Ideal Background:
  • Extensive knowledge of income tax planning, financial planning and financial administration
  • Bachelor’s degree in Accounting, Masters in Tax a plus
  • CPA license preferred
  • 5 – 7 years of High Net Worth tax experience
  • Proficiency with CCH Axcess Tax and QuickBooks
  • Ability to manage professionals, workflow and adept at meeting deadlines
  • Family office experience working directly with clients is required


Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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