What are the responsibilities and job description for the Senior Tax Associate position at JCW Group?
About the Opportunity
A leading multi-family office is seeking a Senior Tax Associate to join its tax team. This is a client-facing role focused on compliance and planning for ultra-high-net-worth families, with a strong emphasis on trusts and estates.
Responsibilities
- Prepare and review U.S. tax returns for high-net-worth individuals and their families, with a focus on trusts and estates
- Handle a range of return types, including income, gift and estate, partnership, S corporation, and private foundation
- Prepare quarterly income tax projections across multiple scenarios to support planning recommendations
- Research tax issues affecting clients and communicate conclusions clearly
- Respond to IRS and state notices and support audits as needed
- Partner with clients and internal teams to gather information and answer questions throughout the filing process
- Stay current on tax law changes and proposals relevant to client families
Qualifications
- 2-4 years of individual taxation experience within a public accounting firm or similar environment
- Trust and estate tax experience strongly preferred
- Working knowledge of gift, estate, private foundation, and partnership taxation
- General familiarity with financial instruments and alternative investments is a plus
- CPA required; graduate degree a plus
- Strong analytical, organizational, and communication skills with a proactive, self-starting approach
- Comfortable working with a team across multiple offices
Why This Role
This is an opportunity to work in a family office environment, directly supporting UHNW families rather than a high volume of anonymous clients. The Senior Tax Associate will get involved in planning work beyond pure compliance, in a smaller team with a clear path to grow.
For more information regarding this position or other tax opportunities, feel free to reach out to kyla.jackson@jcwgroup.com.
Salary : $110,000 - $120,000