Tax Associate - WM Family Office - New York City

The Tax Associate will be a valued member of the tax team. This person will contribute to tax compliance for personal, trust, partnership, and corporate returns. Must be driven, motivated, and ready to learn!

Client Details

Our client is an independently owned wealth management firm. They serve generational families, family offices, and foundations. They tailor their solutions and leverage best practices to deliver exceptional service to clients and maintain relationships.

Description

The key responsibilities of the Tax Associate include the following:

• Preparation and compliance of tax returns
• Ensuring timely filings and payments
• Assist in developing strategies
• Stay updated on changing tax laws
• Help structure investments and transactions

Profile

The ideal candidate will posses the following qualities:

• Bachelor's degree in Accounting or a related field
• CPA preferred or in process
• 2+ years of public accounting experience working on Partnership and HNW returns
• Excitement about tax and eagerness to learn

Job Offer

• Health/vision/dental insurance
• Hybrid work schedule
• 401k
• Generous PTO

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.