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About the Role

The Tax Practice focuses on tax business planning, advisory, and compliance services for ultra-wealthy families and multi-generational wealth planning, specializing in the taxation of gifts, trusts, estates, foundations, closely held entities, and individual returns.

Responsibilities

• Demonstrate thorough technical knowledge of accounting and reporting standards.
• Identify tax risk management issues and propose solutions through research and collaboration.
• Review tax procedures, engagement workpapers, and financial statements without supervision.
• Address advanced technical accounting questions from team members and client management.
• Manage multiple assignments within an engagement.
• Communicate work status and client issues to the Partner.
• Conduct research, consult with team members, and prepare technical memos.
• Perform top-level review of returns, workpapers, and issues.
• Serve as primary client contact for complex issues and develop positive client relationships.

Requirements

• Bachelor's degree in Accounting.
• 8+ years of relevant work and industry experience within High Net Worth/Family Office taxation.
• Prior experience managing engagements and clients.
• Ability to work independently and collaboratively.
• CPA or EA license.

Skills

• Advanced-level tax preparation.
• Technical accounting research.
• Tax risk management.
• Client relationship management.
• CCH ProSystem.
• Microsoft Office 365.
• Engagement software.

Location

• New York, NY

Work Type

• Hybrid
• 2 days in office
• 3 days remote
• Full-time
• Exempt

Experience Level

• 8+ years

Education Level

• Bachelor's degree in Accounting or Taxation

Salary/Compensations

• $100,000 - $150,000

Benefits

• Annual cash bonus
• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(k)

About the Company

• Joel Isaacson & Co. serves successful executives, business owners, professionals, and high net worth families with investment, cash flow, estate, tax, insurance, and retirement planning.
• Joel Isaacson & Co. is part of the Focus Financial Partners’ network, maintaining independent operations with the support of a broader organization.
• Focus Financial Partners is a leading financial services firm providing integrated wealth management, family office, and business management services.

Equal Opportunity

• Focus is an equal opportunity employer and bases employment decisions on skillset without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or other protected characteristics.
• Focus complies with federal and state disability laws and provides reasonable accommodations.