Tax Family Office- Senior Associate
- Location
- New York City, NY
- Listed
- 12 days ago
About the role
Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team.
Primary Responsibilities
As a Senior Associate in our New York office, your responsibilities would include the following activities:
- Preparation and review of personal, business and fiduciary income tax returns including multi-state filings
- Preparation and review of tax projections for planning and estimated taxes and other tax planning
- Respond to tax notices and assist with tax audits
- Tax research and special projects
- Review of payroll tax returns and other information tax return filings
- Forensic accounting and other financial work for matrimonial actions
- Provide business management/financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements)
- Review client specific reports including financial statements, budgets, cash flow and spending reports, as well as financial plans
- Responsible for developing and maintaining superior client relationships
- Interaction with other members of a client's wealth management team
- Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability
Required Qualifications
- Extensive knowledge of income tax planning, financial planning and financial administration
- Bachelor's degree in Accounting, Masters in Tax a plus
- CPA license preferred, CFP desirable
- 5 - 7 years of High Net Worth tax experience with CPA firm or wealth management firm
- Extensive experience with preparation and review of individual income tax returns with an emphasis on the taxation of high net worth individuals
- Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online versions)
- Ability to manage professionals, workflow, to multitask and meet deadlines
- Excellent oral and written communication skills, strong organizational skills and attention to detail
- Professionalism, dependability, integrity and trustworthiness combined with a team mentality
Compensation Range
$120,000-$140,000
Why Cerity Partners
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- Health, dental, and vision insurance - day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to. Applicants must be authorized to work for any employer in the U.S.
Equal opportunity and legal notices
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
From Cerity Partners's careers page, first listed on Rolev.ai on October 29, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Tax Family Office- Senior Associate role at Cerity Partners, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Common questions
Where is the Tax Family Office- Senior Associate job at Cerity Partners located?
This Tax Family Office- Senior Associate position at Cerity Partners is located in New York City, NY. Always check Cerity Partners's application page for specific state eligibility or relocation policies.
How do I apply for the Tax Family Office- Senior Associate position at Cerity Partners?
This listing links directly to Cerity Partners's Workday application page. You can apply directly on Cerity Partners's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.