Tax Specialist

Role: Tax Specialist - Ultra High Net Worth (UHNW)

Location: New York, NY

Reports To: Tax Director / Head of Tax

About the Role

JCW is partnered with a family office seeking a highly skilled Tax Specialist to join their team, focusing on ultra-high-net-worth individuals, trusts and estates, and partnership taxation. This is an excellent opportunity for a motivated professional with strong technical expertise and client service skills to work in a collaborative environment and play a key role in managing complex tax matters for sophisticated clients.

Key Responsibilities

• Prepare and review federal, state, and local income tax returns for UHNW individuals, trusts, estates, and partnerships.
• Conduct in-depth tax research and provide guidance on estate, gift, and partnership tax issues.
• Assist in tax planning strategies for UHNW families, including wealth transfer, charitable giving, and succession planning.
• Manage compliance timelines and ensure accuracy in all tax filings.
• Support senior leadership in addressing IRS and state tax inquiries.
• Build and maintain strong client relationships, serving as a trusted advisor on tax-related matters.
• Collaborate with legal, investment, and financial planning teams to provide integrated client service.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA strongly preferred.
• 5 years of relevant tax experience, ideally from a public accounting firm or family office environment.
• Strong technical knowledge of UHNW individual tax, trusts and estates, and partnership taxation.
• Excellent research, analytical, and problem-solving skills.
• Ability to communicate complex tax concepts clearly and effectively to clients and colleagues.
• Highly detail-oriented with strong organizational skills and ability to manage multiple priorities.

For more information regarding this position or other tax opportunities, please reach out to fiona.miles@jcwgroup.com.