Tax Accountant for High Net Worth

Job Summary

Joining a high-net-worth tax services team, the full-time Tax Accountant for High Net Worth will prepare complex federal, state, and local individual income tax returns, partnership returns, and related compliance deliverables in a hybrid work environment based in New York City.

Key responsibilities

• Prepare and file complex individual and partnership income tax returns for high-net-worth clients
• Maintain detailed tax workpapers and reconcile source documents for accuracy
• Manage workflow and deadlines for assigned tax returns, coordinating with clients and internal partners

Required qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or a related field
• 4-8 years of tax preparation experience, preferably in public accounting or wealth management
• Strong experience with federal and state individual income tax returns, including multi-state filings
• Experience preparing partnership income tax returns for family investment partnerships
• CPA or EA designation or progress toward obtaining a CPA license is preferred