We are seeking a highly experienced Tax Accountant with 10+ years of progressive tax experience supporting high-net-worth individuals (HNWIs), family offices, executives, and closely held businesses. The ideal candidate will possess deep expertise in individual, trust, gift, and estate taxation, as well as advanced tax research capabilities utilizing Bloomberg Tax (BNA).
This individual will play a key role in managing complex tax compliance, conducting tax research, identifying planning opportunities, and advising clients on a wide range of tax matters.
Key Responsibilities

+ Prepare and review complex federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, and closely held entities.

+ Manage all aspects of tax compliance and reporting for ultra-high-net-worth and high-net-worth clients.

+ Conduct in-depth tax research utilizing Bloomberg Tax (BNA), IRS guidance, and other authoritative resources to support ...