Tax Associate - WM Family Office - New York City

apartmentMichael Page placeNew York calendar_month 

About Our Client

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.

Job 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
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.

The Successful Applicant

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
What's on Offer
  • Health/vision/dental insurance
  • Hybrid work schedule
  • 401k
  • Generous PTO
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