12 Family Office Tax Senior Associate/Principal Jobs in New York, NY
Cerity Partners is Hiring a Family Office Tax Senior Associate/Principal Near New York, NY
Level
Experienced
Job Location
New York 99 Park - New York, NY
Position Type
Full Time
Education Level
4-year degree or above
Salary Range
$110,000.00 - $130,000.00 Salary/year
Job Category
Finance
Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team.
Primary Responsibilities:
As a Senior Associate in our New York office, your responsibilities would include the following activities:
- 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
- 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
- Excellent oral and written communication skills
- Strong organizational skills and attention to detail
- Interest in learning and expanding income tax skills and expertise
- Professionalism, dependability, integrity and trustworthiness combined with a team mentality
- Strong team player and collaborate with insightful, experienced colleagues to deliver our services
Cerity Partners is a 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. With no financial products to sell, 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.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
- You understand the need to provide a world-class client experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
Job Summary
Full Time
$103k-126k (estimate)
06/29/2024
07/17/2024
ceritypartners.com
FORT WORTH, TX
<25
2002
TOM KIRSTEN
$5M - $10M
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About Cerity Partners
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a clients financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model hav...e made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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