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About the Role
Stable Rock is seeking a motivated and detail-oriented Tax Associate to join our Tax & Strategy Services team. This individual will support tax return preparation and review, conduct tax research, and assist with tax compliance and planning for a diverse client base, with an emphasis on high-net-worth individuals and clients with complex investment portfolios.
Responsibilities
- Prepare individual federal and state income tax returns for high-net-worth individuals and other clients.
- Assist with the preparation of tax returns involving investment income, capital gains and losses, partnership K-1s, trusts, and alternative investments.
- Review financial statements, investment reporting, tax documents, and supporting schedules for accurate tax reporting.
- Assist with the preparation and filing of tax extensions, estimated tax payments, and other compliance deliverables.
- Research tax regulations, legislation, and technical matters to support tax compliance and planning.
- Assist with identifying tax planning opportunities and potential tax implications related to clients' investment activities.
- Communicate with clients to obtain necessary documentation, clarify financial information, and resolve tax-related questions.
- Collaborate with senior tax professionals to address complex tax matters.
- Maintain organized workpapers and supporting documentation.
- Assist with responding to tax notices and correspondence from taxing authorities.
- Stay informed of relevant tax law changes and industry developments.
- Contribute to process improvements to enhance the efficiency and effectiveness of the tax function.
Requirements
- Bachelor's degree in Accounting, Finance, or a related field.
- 2–4 years of relevant experience in public accounting, tax preparation, or a professional services environment.
- Experience preparing individual federal and state income tax returns.
- Familiarity with investment-related tax reporting, including interest, dividends, capital gains, and partnership K-1s.
- Understanding of fundamental tax compliance requirements and applicable federal and state tax regulations.
- Experience with professional tax preparation software is preferred.
- Strong analytical and problem-solving skills.
- Ability to research and interpret tax-related information.
- Exceptional attention to detail and commitment to producing accurate, high-quality work.
- Strong written and verbal communication skills.
- Ability to interact professionally with clients and internal stakeholders.
- Ability to manage multiple assignments and deadlines in a fast-paced environment.
- CPA eligibility or progress toward CPA certification is preferred.
Skills
- Tax preparation
- Tax compliance
- Tax planning
- Investment income reporting
- Capital gains and losses reporting
- Partnership K-1s
- Trusts
- Alternative investments
- Financial statement review
- Tax research
- Client communication
- Collaboration
- Workpaper maintenance
- Tax notice response
- Analytical skills
- Problem-solving skills
- Attention to detail
- Written communication
- Verbal communication
- Time management
Location
- New York City, NY
- Westchester, NY
Work Type
- Hybrid
Experience Level
- 2-4 years
Education Level
- Bachelor's degree in Accounting, Finance, or related field
Salary/Compensations
- $80,000 - $100,000
Benefits
- Medical, Dental, and Vision insurance coverage (Employee-only premiums paid at 100%)
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- 401(k) retirement savings plan
- Unlimited paid time off policy
- Hybrid work flexibility
About the Company
- Stable Rock is an integrated professional services platform supporting over 500 clients including investment and asset managers, early-stage and midsize businesses, portfolio companies, and founders.
- We provide deep expertise across outsourced and fractional CFO services, accounting and bookkeeping, middle office and operations, regulatory and compliance, tax strategy and planning, IT, HR, insurance services, and AI-driven automation.
- Our work is hands-on and customized. Clients work directly with a team of experienced professionals who take the time to understand how their business or personal finances operate and provide practical support that adapts as needs change.
- Stable Rock offers an opportunity to become part of a collaborative, entrepreneurial, and growing professional services organization where individual contributions have a meaningful impact.
- Our team values initiative, accountability, intellectual curiosity, and a hands-on approach to solving problems.
Equal Opportunity
- Stable Rock is an equal opportunity employer and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
- We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences.
- Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible.