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About the Role

Joel Isaacson & Co. is seeking a Senior Tax Associate to join their Tax Practice, which focuses on tax business planning, advisory & compliance services for ultra-wealthy families and multi-generational wealth planning. The group specializes in the taxation of gifts, trusts, estates, foundations, closely held entities, and individual returns.

Responsibilities

• Demonstrates thorough technical knowledge of accounting and reporting standards in research, completion, and review.
• Identifies tax risk management issues and proposes solutions through research and collaboration.
• Reviews tax procedures, engagement workpapers, and financial statements independently.
• Addresses advanced technical accounting questions from team members and client management.
• Performs advanced-level tax preparation.
• Manages multiple assignments within an engagement.
• Communicates work status and client issues to the Partner.
• Conducts research, consults with team members, draws conclusions, and prepares memos.
• Utilizes advanced knowledge of applicable accounting software (e.g., ProSystem Tax, Engagement).
• Performs top-level review of returns, workpapers, and issues.
• Serves as primary client contact and liaison for complex issues, developing positive client relationships.

Requirements

• Bachelor's of Accounting is required.
• 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.

Skills

• Accounting standards
• Reporting standards
• Tax risk management
• Tax preparation
• Research
• Collaboration
• Client communication
• ProSystem Tax
• Engagement software
• Microsoft Office 365

Location

• New York, NY

Work Type

• Hybrid (2 days in office / 3 days remote)
• Exempt position

Experience Level

• 8+ years of relevant work and industry experience
• Senior level

Education Level

• Bachelor's Degree in Accounting or Taxation
• CPA / EA License

Salary/Compensations

• $100,000-$150,000 base salary

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 services including investment and cash flow management, estate and tax planning and preparation, insurance planning, and retirement planning.
• The firm is part of the Focus Financial Partners’ network, operating independently while gaining support from a broader organization.