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Family Office Tax Associate

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About The Opportunity

The family office of a premier financial advisory firm located in New York City is seeking a driven and analytical Tax professional to join their staff as an Associate. In this role, the Family Office Tax Associate will contribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients. Apply today!


Financial Advisory Firm


The Family Office Tax Associate will:

Prepare and self-review work products for completeness and accuracy, and prepare them for client delivery
Work product focus will include a concentration on fiduciary and pass-through entity compliance
Prepare workpapers based on professional standards
Process data and convert it to a reviewable product
Assist in the research of complex tax issues and in the development of quality, practical income tax planning services
Work within a small team environment to deliver integrated family office services to clients
Aid in the preparation of various time-sensitive client requests and planning opportunities
Facilitate communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery
Maintain a personal commitment to continuing education


2-3 years of related work experience in a tax or family office practice
Strong attention to detail
Ability to multitask
Proficiency with computer platforms and applications
Excellent communication skills

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