Senior Tax Associate
focusfinancialpartners · New York, New York · $100k–$150k
- Posted
- 37 days ago
- Last confirmed live
- 3 days ago
- Published range
- $100k–$150k
What this role involves
Senior Tax Associate role at Joel Isaacson & Co., a wealth management firm in New York, focusing on tax planning and compliance for ultra-wealthy families. Requires 8+ years of experience in high net worth/family office taxation, a Bachelor's in Accounting, and CPA/EA license. Hybrid work (2 days in office, 3 remote), with a salary range of $100,000-$150,000.
Skills this posting asks for
- tax planning
- tax compliance
- tax preparation
- accounting
- prosystem tax
- cch prosystem
- microsoft office 365
- high net worth taxation
- family office taxation
- estate taxation
- trust taxation
- gift taxation
- foundation taxation
- closely held entities
- individual returns
- financial statements
- research
- client management
- engagement management
Requirements
- 8 years of experience
- Level: senior
- Remote policy: hybrid
From the employer’s posting
Based in New York, NY, Joel Isaacson & Co. serves successful executives, business owners, professionals and high net worth families. The firm’s services include: investment and cash flow management, estate and tax planning and preparation, insurance planning and retirement planning. Mr. Isaa…
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