Tax Senior

New York, NY

Job Description 

Tasks you will be involved in from day one: 

  • Tax Return Preparation: Prepare partnership, S-Corporation individual, gift, trust, and private foundation tax returns accurately and efficiently, ensuring compliance with relevant tax laws and regulations. 
  • Assemble and input information into tax workbooks from source documents. 
  • Input information directly into software. 
  • Reconcile tax workpapers to tax returns 
  • Tax Planning: Assist in preparation of quarterly tax estimates for individuals and withholding taxes for non-resident state partnerships.  
  • Research/Notices: Review notices and liaise with taxing authorities. Track correspondence until resolution is reached. 


  • 2-5 years of experience 
  • CPA, MBA, or similar credentials 
  • Proficient in Microsoft Excel and Word 
  • Attention to detail a must 
  • Ability to prioritize tasks, manage deadlines, and work independently with minimal supervision. 
  • Maintain a high degree of confidentiality, ethics and professionalism while being diplomatic, tactful, and discrete concerning confidential information. 


Family Office


$80,000 - $100,000

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