Tax Associate - Investment Management - NYC

About Our Client

My client is a well-known investment management firm based in NYC. They are a smaller and more collaborative tax team who goes into the office on a hybrid schedule.

Job Description

Key Responsibilities:

• Tax Compliance
• Partner with tax advisors to implement effective tax planning strategies.
• Support the preparation and review of individual, gift, trust, and business tax returns.
• Collaborate with accounting firms to develop and recommend quarterly estimated tax payments for clients.

• Create detailed reports, presentations, and recommendations for clients and the family office leadership team.
• Consolidate and report on all family assets, track performance, conduct benchmark analysis, and manage an online reporting system.
• Prepare necessary documentation for account openings, transfers, subscriptions, redemptions, and other financial transactions.

• Collaborate with legal and tax advisors to implement wealth transfer and asset protection strategies.
• Develop a comprehensive estate plan to preserve the family legacy and adjust it as needed to reflect changes in tax laws.
• Assist with annual gifting strategies and maximize lifetime gift exemptions.

• Support philanthropic initiatives and manage related processes.
• Oversee grant requests and the distribution of funds for charitable foundations.
• Assist in preparing the Form 990-PF and handle all relevant accounting, tax, and payroll tasks.

• Assist with coordinating and overseeing third-party service providers, including investment managers, accountants, and legal counsel.
• Collaborate with financial institutions to secure lending facilities, such as credit lines and mortgages.
• Provide expertise and support to client teams to ensure timely and accurate responses to family office client needs and requests.
• Work with the broader Athena team to enhance and expand family office services.

MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

• 2-4 years of tax experience (open on background)
• Bachelor's degree in finance, economics, accounting, or related field
• CPA preferred, not required
• Excellent written and verbal communication skills
• Strong problem-solving skills
• Passion for providing top-notch client service

• Competitive Compensation
• Comprehensive medical, dental, and vision benefits
• Healthcare concierge service
• FSA and HSA savings plans
• 401(k) plan and company match
• Employee Assistance Program (EAP)
• Corporate fitness and wellbeing benefit (Gympass)
• Pretax commuter benefits