What are the responsibilities and job description for the Tax Analyst position at JCW?
Title: Tax Analyst
Industry: Family Office
Location: New York, NY
About Us:
JCW is partnered with a family office providing personalized financial and strategic support to high-net-worth (HNW) individuals and their families. They specialize in seamless, high-touch client service across tax planning, wealth transfer, and philanthropic initiatives. They are seeking a Tax Analyst with 2 years of experience in HNW individual tax matters to join their NYC team. This role focuses on financial analysis and the implementation of tax strategies that support client decision-making and goals.
Key Responsibilities:
- Perform financial and tax analysis to support client strategies and decision-making.
- Assist with tax planning, wealth transfer, asset protection, and philanthropic initiatives.
- Prepare and review documentation for tax compliance, filings, and payments.
- Monitor tax deadlines and ensure timely execution of strategies.
- Stay updated on tax laws and their impact on HNW individuals.
Qualifications:
- 2 years of experience in HNW individual tax, trusts, or family offices.
- Bachelor’s degree in Accounting, Finance, or related field (CPA preferred).
- Strong knowledge of federal, state, and local tax regulations.
- Detail-oriented with excellent analytical and communication skills.
- Proficiency in tax software and Microsoft Office Suite.
For more information regarding this position or other tax opportunities, feel free to reach out to fiona.miles@jcwresourcing.com.
Salary : $90,000 - $110,000
