Tax Associate Jobs in New York
Tax associate jobs in New York are among the most active in the country, concentrated in public accounting, financial services, corporate tax departments, and real estate investment, with openings at every level from entry-level staff to senior associate. The largest hiring hubs are New York City, White Plains, and Albany, where firms like Deloitte, KPMG, and PricewaterhouseCoopers maintain substantial practices. The most in-demand specialties include international tax, state and local tax compliance, and partnership taxation. Find a role that fits below and apply directly.
Find Tax Associate JobsOverview
Showing 5 of 331+ Tax Associate jobs
INTRODUCTION
Join a Premier Multi-Family Office with Exceptional Growth, Strong Bonus Potential & Flexible Hybrid Work. This Jobot Job is hosted by: Mark C. Johnson. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
SALARY
Salary: $90,000 - $120,000 per year
A BIT ABOUT US
Our client is a nationally recognized wealth management and family office firm that provides integrated financial advisory, tax, accounting, investment management, and family office services to high-net-worth and ultra-high-net-worth individuals, families, executives, entrepreneurs, and business owners. With a client-first culture and a reputation for excellence, the firm delivers customized solutions designed to simplify complex financial lives. Team members enjoy a collaborative environment, direct client interaction, and meaningful opportunities to expand their expertise across multiple disciplines.
WHY JOIN US?
- Competitive Compensation & Rewards
- Base salary of $90,000 - $110,000
- Strong performance-based bonus potential
- 401(k) with company match
- Comprehensive health, dental, and vision coverage beginning on day one
- Work-Life Flexibility
- Flexible hybrid work schedule in New York City
- Generous PTO program
- Paid parental leave
- Commuter benefits
- Career Development
- Exposure to sophisticated family office and UHNW clientele
- Financial assistance for advanced education and professional certifications
- Opportunity to work alongside experienced professionals across tax, accounting, wealth management, and family office disciplines
- Clear opportunities for long-term career growth
CULTURE & IMPACT
- Collaborative, team-oriented environment
- Direct client interaction and relationship-building opportunities
- Firm-supported community involvement and volunteer initiatives
- High-performance culture focused on excellence and client service
JOB DETAILS
The Family Office Tax Associate will support a diverse portfolio of high-net-worth and ultra-high-net-worth clients by providing accounting, bookkeeping, financial administration, and family office support services. This role offers broad exposure to complex financial matters and requires strong attention to detail, excellent organizational skills, and a client-service mindset.
KEY RESPONSIBILITIES
Family Office & Accounting Services:
- Manage bookkeeping and accounting functions for multiple clients
- Process payroll and oversee bill payment activities
- Coordinate with external vendors and service providers
- Prepare and maintain general ledger entries
- Perform bank and account reconciliations
- Assist with mortgage applications and insurance placements
- Support various client-specific financial projects and initiatives
Client Service & Financial Administration:
- Provide business management and financial concierge services
- Serve as a trusted point of contact for client requests and inquiries
- Assist clients with a wide range of financial and administrative needs
- Support ongoing financial organization and planning efforts
Financial Reporting:
- Prepare customized client reports
- Generate financial statements and spending analyses
- Maintain accurate financial records and documentation
- Assist with budgeting and cash flow reporting as needed
Specialized Projects:
- Support forensic accounting engagements related to matrimonial and litigation matters
- Assist in analyzing financial records and preparing findings
- Create presentations and supporting documentation for attorneys and court proceedings
- Participate in ad hoc projects for clients and internal teams
Process Improvement & Operations:
- Develop and maintain written procedures and process documentation
- Create client-specific operating manuals and workflows
- Identify opportunities to improve efficiency and reduce risk
- Provide administrative and operational support to the broader team
BASIC QUALIFICATIONS
- 3+ years of accounting, bookkeeping, tax, or family office experience
- Prior experience within a Family Office, Business Management Firm, CPA Firm, or similar environment is required
- Strong knowledge of QuickBooks
- Proficiency in Microsoft Office Suite
- Excellent verbal and written communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong attention to detail and organizational skills
- Ability to work independently while contributing to a collaborative team culture
PREFERRED QUALIFICATIONS
- Bachelor's degree in Accounting, Finance, or related field
- Experience supporting high-net-worth or ultra-high-net-worth clients
- Exposure to family office operations and financial administration
- Experience with forensic accounting or complex financial reporting
IDEAL CANDIDATE
The ideal candidate is detail-oriented, highly organized, and passionate about delivering exceptional client service. They thrive in a relationship-driven environment, enjoy solving complex financial challenges, and are looking for a long-term opportunity with a growing and highly respected family office platform.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy.
INTRODUCTION
Join a Premier Multi-Family Office with Exceptional Growth, Strong Bonus Potential & Flexible Hybrid Work. This Jobot Job is hosted by: Mark C. Johnson. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
SALARY
Salary: $90,000 - $120,000 per year
A BIT ABOUT US
Our client is a nationally recognized wealth management and family office firm that provides integrated financial advisory, tax, accounting, investment management, and family office services to high-net-worth and ultra-high-net-worth individuals, families, executives, entrepreneurs, and business owners. With a client-first culture and a reputation for excellence, the firm delivers customized solutions designed to simplify complex financial lives. Team members enjoy a collaborative environment, direct client interaction, and meaningful opportunities to expand their expertise across multiple disciplines.
WHY JOIN US?
- Competitive Compensation & Rewards
- Base salary of $90,000 - $110,000
- Strong performance-based bonus potential
- 401(k) with company match
- Comprehensive health, dental, and vision coverage beginning on day one
- Work-Life Flexibility
- Flexible hybrid work schedule in New York City
- Generous PTO program
- Paid parental leave
- Commuter benefits
- Career Development
- Exposure to sophisticated family office and UHNW clientele
- Financial assistance for advanced education and professional certifications
- Opportunity to work alongside experienced professionals across tax, accounting, wealth management, and family office disciplines
- Clear opportunities for long-term career growth
CULTURE & IMPACT
- Collaborative, team-oriented environment
- Direct client interaction and relationship-building opportunities
- Firm-supported community involvement and volunteer initiatives
- High-performance culture focused on excellence and client service
JOB DETAILS
The Family Office Tax Associate will support a diverse portfolio of high-net-worth and ultra-high-net-worth clients by providing accounting, bookkeeping, financial administration, and family office support services. This role offers broad exposure to complex financial matters and requires strong attention to detail, excellent organizational skills, and a client-service mindset.
KEY RESPONSIBILITIES
Family Office & Accounting Services:
- Manage bookkeeping and accounting functions for multiple clients
- Process payroll and oversee bill payment activities
- Coordinate with external vendors and service providers
- Prepare and maintain general ledger entries
- Perform bank and account reconciliations
- Assist with mortgage applications and insurance placements
- Support various client-specific financial projects and initiatives
Client Service & Financial Administration:
- Provide business management and financial concierge services
- Serve as a trusted point of contact for client requests and inquiries
- Assist clients with a wide range of financial and administrative needs
- Support ongoing financial organization and planning efforts
Financial Reporting:
- Prepare customized client reports
- Generate financial statements and spending analyses
- Maintain accurate financial records and documentation
- Assist with budgeting and cash flow reporting as needed
Specialized Projects:
- Support forensic accounting engagements related to matrimonial and litigation matters
- Assist in analyzing financial records and preparing findings
- Create presentations and supporting documentation for attorneys and court proceedings
- Participate in ad hoc projects for clients and internal teams
Process Improvement & Operations:
- Develop and maintain written procedures and process documentation
- Create client-specific operating manuals and workflows
- Identify opportunities to improve efficiency and reduce risk
- Provide administrative and operational support to the broader team
BASIC QUALIFICATIONS
- 3+ years of accounting, bookkeeping, tax, or family office experience
- Prior experience within a Family Office, Business Management Firm, CPA Firm, or similar environment is required
- Strong knowledge of QuickBooks
- Proficiency in Microsoft Office Suite
- Excellent verbal and written communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong attention to detail and organizational skills
- Ability to work independently while contributing to a collaborative team culture
PREFERRED QUALIFICATIONS
- Bachelor's degree in Accounting, Finance, or related field
- Experience supporting high-net-worth or ultra-high-net-worth clients
- Exposure to family office operations and financial administration
- Experience with forensic accounting or complex financial reporting
IDEAL CANDIDATE
The ideal candidate is detail-oriented, highly organized, and passionate about delivering exceptional client service. They thrive in a relationship-driven environment, enjoy solving complex financial challenges, and are looking for a long-term opportunity with a growing and highly respected family office platform.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy.
See All 331+ Tax Associate Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Tax Associate JobsTax Associate Jobs by City in New York
Where New York roles are concentrated, by current openings.
Tax Associate Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Goldman Sachs23
- CohnReznick14
- JPMorganChase11
- KPMG9
- Morgan Stanley9
Top Industries Hiring
- Investment & Asset Management103
- Accounting & Auditing56
- Banking & Financial Services55
- Consulting & Professional Services31
- Technology & Software22
What New York Employers Look For
The qualifications that appear most often in tax associate jobs across New York.
- CPA license issued or recognized by the New York State Board of Public Accountancy preferred
- Bachelor's degree in accounting, taxation, or closely related field required
- Proficiency in tax preparation software such as GoSystem Tax RS or CCH Axcess
- Working knowledge of federal and New York State corporate and individual tax codes
- Strong analytical skills with experience preparing or reviewing tax returns and workpapers
- Effective written communication skills for client correspondence and internal reporting
Tax Associate Jobs in New York: Frequently Asked Questions
How do you become a tax associate in New York?
Most employers require a bachelor's degree in accounting or a related field, and many prefer candidates who are on track for CPA licensure through the New York State Board of Public Accountancy, which administers the Uniform CPA Examination and sets the education and experience requirements. Completing the required semester hours in accounting and business courses before graduation puts candidates in the strongest position. Many large New York firms hire new graduates into structured associate programs while they complete their CPA requirements.
How much do tax associates make in New York?
Tax associates in New York earn a median of about $71,850 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $39,010 for the lowest 10% to over $125,070 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire tax associates in New York?
Employers hiring tax associates in New York right now include Goldman Sachs, CohnReznick, and JPMorganChase, based on current listings on Migrate Mate as of June 2026. New York's concentration of Big Four and regional accounting firms, multinational corporations, and financial institutions makes it one of the deepest markets for tax associate roles in the country.
Which New York cities have the most tax associate jobs?
New York, New York City, and Rochester have the most tax associate openings in New York. New York City accounts for the greatest share by far, driven by its density of public accounting firms, investment banks, hedge funds, and corporate headquarters, while White Plains and Albany draw demand from regional firm offices, state government agencies, and the surrounding business communities.
Are there remote tax associate jobs in New York?
Yes, and more than many comparable roles, since tax compliance and review work is largely document-driven and software-based. About 32% of tax associate openings tied to New York are remote or hybrid as of June 2026, making it one of the more flexible accounting roles. Research, return preparation, and workpaper review are the functions most commonly performed remotely, while client-facing engagements and internal reviews typically require in-person presence.
How can I get hired as a tax associate in New York with little or no experience?
The most realistic entry path is applying to the first-year associate or staff tax programs that Big Four and large regional firms in New York City and White Plains run specifically for recent graduates. Candidates who have completed internships at public accounting firms, passed one or more sections of the CPA exam, or earned a master's in taxation gain a meaningful edge. Adjacent roles such as tax analyst, accounting technician, or bookkeeper at a New York company or firm also provide the experience base that hiring managers look for when considering applicants without direct public accounting backgrounds.
Where can I find and apply to tax associate jobs in New York?
You can find and apply to tax associate jobs in New York on Migrate Mate, which lists current openings across New York City, White Plains, Albany, and other markets in the state. Search the available roles, identify the ones that match your background and target practice area, and apply directly to the positions that fit.
See All 331+ Tax Associate Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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