Description
Prepare and review complex federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, and closely held entities.
Manage all aspects of tax compliance and reporting for ultra-high-net-worth and high-net-worth clients.
Conduct in-depth tax research utilizing Bloomberg Tax (BNA), IRS guidance, and other authoritative resources to support tax positions and planning strategies.
Identify tax-saving opportunities and provide recommendations related to income, estate, gift, trust, and partnership taxation.
Advise clients on the tax implications of investments, business transactions, real estate holdings, and wealth transfer strategies.
Prepare tax projections and estimates to assist clients with financial and tax planning initiatives.
Respond to federal, state, and local tax notices and assist with examinations and audits.
Collaborate with attorneys, wealth advisors, family office personnel, and external stakeholders on tax-related matters.
Monitor changes in tax legislation and communicate potential impacts to clients and leadership.
Maintain detailed workpapers and documentation to ensure compliance with regulatory and firm standards.
Skills
Tax, BNA, High net worth, Bloomberg Tax, tax returns, income tax, income tax returns, income tax preparation
Top Skills Details
Tax,BNA,High net worth,Bloomberg Tax
Additional Skills & Qualifications
Bachelor's degree in Accounting, Finance, or related field.
CPA required or strongly preferred.
10+ years of tax experience, preferably supporting high-net-worth individuals, family offices, private clients, or closely held businesses.
Extensive experience preparing and reviewing complex individual, trust, estate, gift, and partnership tax returns.
Advanced proficiency with Bloomberg Tax (formerly BNA) for tax research and technical analysis.
Strong knowledge of federal, state, and local tax regulations.
Experience with tax planning and consulting for high-net-worth clients.
Proven ability to manage multiple engagements and deadlines in a fast-paced environment.
Advanced Excel skills and strong analytical capabilities.
Excellent written and verbal communication skills.
Job Type & Location
This is a Permanent position based out of Brooklyn, NY.
Pay and Benefits
The pay range for this position is $125000.00 - $175000.00/yr.
Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
Health benefits, retirement plan, Paid time off, paid holidays
Workplace Type
This is a fully onsite position in Brooklyn,NY.
Application Deadline
This position is anticipated to close on Sep 7, 2026.