Advice Personnel · 2 hours ago
Senior Tax Associate – Real Estate Investment and HNW Family Office – Hybrid
New York, NY
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $125K/yr
2+ years expAdvice Personnel is a premier Manhattan-based real estate investment and development firm seeking an experienced Tax Accountant to join their internal tax team. This role focuses on preparing complex partnership returns, trust accounting, and strategic tax planning while collaborating on financial statement preparation and internal processes.
EmploymentRecruitingStaffing Agency
Hiring Manager
Whitley Cummings
Responsibilities
Lead the preparation and review of complex partnership returns across a diverse investment portfolio
Support tax planning and compliance for various structures, including trusts, corporations, and foundations
Collaborate on financial statement preparation and day-to-day accounting for real estate holdings and private investments
Assist in developing workpapers and internal processes as the firm expands its dedicated financial team
Qualification
Required
2+ years of tax experience (CPA firm background preferred)
Degree in Accounting or Taxation
CPA or candidacy is a major plus
Strong Excel proficiency
Collaborative, detail-oriented mindset
Hybrid (4 days per week) in Midtown Manhattan
Benefits
Bonus
Benefits
Company
Advice Personnel
Advice is a boutique recruiting firm specializing in placing professionals in accounting and tax, finance, real estate operations, human resources, office support and go-to-market.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
A
Alan Schwartz
Retired Managing Director
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