Website Uniseekers
Location: New York City, United States
Job Type: Full-Time
Industry: Finance & Accounting
Job Description:
We are seeking a skilled Tax Analyst to support a family office in NYC. The role involves tax preparation, compliance, and reporting for high-net-worth individuals and their investments. The ideal candidate should have experience in tax advisory and financial planning.
Responsibilities:
- Prepare and file tax returns for individuals and trusts
- Conduct tax research and ensure compliance with regulations
- Analyze investment structures for tax efficiency
- Assist with estate and gift tax planning
- Coordinate with external auditors and legal teams
Requirements:
- Bachelor’s degree in Accounting, Finance, or related field
- 3+ years of tax experience, preferably in private wealth management
- Proficiency in tax software and financial reporting tools
- Strong knowledge of IRS regulations and compliance
- Excellent analytical and problem-solving skills
Benefits:
- Competitive salary with performance bonuses
- 401(k) retirement plan
- Health, dental, and vision insurance
- Hybrid work flexibility
- Professional growth and development opportunities
Work Schedule:
- Monday to Friday, 9 AM – 5 PM
- Hybrid work available
Job Insights:
✅ High-growth opportunity in wealth management
✅ Exposure to sophisticated tax strategies
✅ Work directly with high-net-worth clients
✅ Hybrid work flexibility
✅ Competitive benefits package
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