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Position: Tax Staff- Family Office Services
Job Number: MS03602
Location: NY - New York City
Date Posted: 2017-04-13
Salary Range: $81-100k
Job Summary:

Exciting new Tax Staff position in the Family Office space!!! 

Company Information:

Name: Family Office

Job Description:


  • Contribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients.
  • Prepare and self-review work products for completeness and accuracy, and prepare them for client delivery.  Work product focus will include a concentration on high net worth individuals and fiduciary tax.
  • Prepare workpapers based on professional standards. 
  • Process data and convert it to a reviewable product.
  • Assist in the research of complex tax issues and in the development of quality, practical income tax planning services.  Work within a small team environment to deliver integrated family office services to clients.
  • Aid in the preparation of various time-sensitive client requests and planning opportunities.
  • Facilitate communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery.
  • Maintain a personal commitment to continuing education.
  • Contribute to a flexible, stable, and team-oriented working culture that fosters professional development.


Requirements / Qualifications:


  • A bachelors degree with a concentration in accounting; an advanced degree in tax or law is beneficial.
  • 2-3 years of related work experience in a tax or family office practice; an emphasis on individual and fiduciary experience is critical.  Other competencies including pass through, gift tax or not for profit is a plus.
  • A commitment to learning and developing in an exacting tax environment within a growth business.
  • Excellent interpersonal, analytical, and problem-solving abilities.
  • Strong written and verbal communication skills.
  • Active progress towards the CPA certification, membership in the Bar, or Enrolled Agent status.
  • Proficiency in compliance technology applications including Pro Systems, BNA Income Tax planner and Microsoft products.  Knowledge of Prosystems Engagement tool a plus.


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