Tax Associate - WM Family Office - New York City
Michael Page New York
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 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
- Health/vision/dental insurance
- Hybrid work schedule
- 401k
- Generous PTO
Direct Counsel, LLCNew York
Position: Mid-Level Transactional Tax Associate
Locations: Atlanta, GA; Austin, TX; New York, NY; San Francisco, CA; Palo Alto, CA; Washington, DC; Los Angeles, CA; Boston, MA
Type: Full-Time
Experience Level: Mid-Level (5+ years)
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