Tax Manager

Senior Tax Associate

Latham, NY | Hybrid Schedule Available

An established and growing tax advisory practice is seeking a Senior Tax Associate to join a collaborative team serving high-net-worth individuals, families, trusts, estates, and closely held businesses

.
This is an excellent opportunity for a tax professional who enjoys combining technical tax expertise with proactive planning and advisory work. You'll work alongside financial advisors and estate planning professionals to help clients make informed decisions that preserve and grow wealth across generation

s.
What You'll

• DoPrepare and review complex individual, trust, estate, gift, and business tax retu
• rnsDevelop tax projections and quarterly estimated tax calculati
• onsResearch complex tax issues and identify planning opportunit
• iesCollaborate with financial advisors, attorneys, and other professionals to implement tax-efficient strateg
• iesSupport estate and trust planning engagements, including fiduciary tax matt
• ersParticipate in client meetings and help deliver a high-touch client experie
• nceUtilize professional tax software and workflow systems to ensure accurate, timely client deliverab

les
What We're Looking

• ForBachelor's degree in Accounting, Taxation, or a related f
• ieldCPA, EA, or actively pursuing CPA licen
• sureApproximately 3–7 years of public accounting or wealth management tax experi
• enceExperience preparing individual income tax returns; experience with trusts, estates, and gift tax returns is highly desir
• ableStrong understanding of federal and state tax regulat
• ionsExcellent communication, organization, and client relationship sk
• illsExperience working with professional tax preparation software and electronic filing sys

tems
Why This Opportunity Stand

s OutThis position offers far more than traditional tax compliance work. You'll have the opportunity to become a trusted advisor to affluent clients while partnering with experienced wealth management and estate planning professionals on sophisticated tax planning strate

gies.
The firm o

• ffers:Competitive base
• salaryPerformance-based bonus oppor
• tunityComprehensive benefits p
• ackage401(k) with company contri
• butionProfessional development and CPA continuing education s
• upportHybrid work flexi
• bilityLong-term career growth with increasing client-facing responsibi

lities
If you're looking for a role where you can expand your tax planning expertise while working with sophisticated clients in a collaborative environment, we'd love to speak wi

th you.
Confidentia

• l SearchTalentWealth Recruiting has been retained to conduct this search on behalf of our client. All inquiries will be handled with the strictest con