Tax Associate

Stable Rock Solutions

. Prepare individual federal and state income tax returns for high-net-worth individuals and other clients .

Posted 10/30/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing federal and state income tax returns for high-net-worth individuals, with a strong understanding of investment-related tax reporting and compliance requirements. Proficient in analyzing tax regulations and identifying planning opportunities while maintaining high-quality standards in documentation and client communication.

Highest-signal resume keywords

Federal Income Tax PreparationState Income Tax PreparationInvestment-Related Tax ReportingTax Compliance RequirementsCPA Eligibility

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax ResearchFinancial Statement ReviewTax PlanningTax Software Proficiency

Soft Skills

Analytical SkillsProblem-Solving SkillsAttention to DetailWritten CommunicationVerbal Communication

Certifications & Qualifications

CPA Certification Progress

Industry Keywords

High-Net-Worth IndividualsPartnership K-1sCapital GainsInvestment IncomeTax Compliance

About the role

Key responsibilities & impact

Prepare individual federal and state income tax returns for high-net-worth individuals and other clients
Assist with tax returns involving investment income, capital gains and losses, partnership K-1s, trusts, and alternative investments
Review financial statements, investment reporting, tax documents, and supporting schedules for accurate tax reporting
Prepare and file tax extensions, estimated tax payments, and other compliance deliverables
Research tax regulations, legislation, and technical matters
Identify tax planning opportunities and potential tax implications of clients' investment activities and financial circumstances
Communicate with clients to obtain documentation, clarify financial information, and resolve tax-related questions
Collaborate with senior tax professionals on complex tax matters and client deliverables
Maintain organized workpapers and supporting documentation
Respond to tax notices and correspondence from federal and state taxing authorities
Stay informed of tax law changes and industry developments
Contribute to tax-process improvements and efficiency initiatives

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, or a related field
2–4 years of relevant experience in public accounting, tax preparation, or a professional services environment
Experience preparing individual federal and state income tax returns
Familiarity with investment-related tax reporting, including interest, dividends, capital gains, and partnership K-1s
Understanding of fundamental tax compliance requirements and applicable federal and state tax regulations
Experience with professional tax preparation software is preferred
Strong analytical and problem-solving skills, with the ability to research and interpret tax-related information
Exceptional attention to detail and commitment to producing accurate, high-quality work
Strong written and verbal communication skills, with the ability to interact professionally with clients and internal stakeholders
Ability to manage multiple assignments and deadlines in a fast-paced, client-service-oriented environment
CPA eligibility or progress toward CPA certification is preferred
Legally authorized to work in the United States

Benefits

Comp & perks

Medical, Dental, and Vision insurance coverage; employee-only premiums are paid at 100%
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
401(k) retirement savings plan
Unlimited paid time off policy
Hybrid work flexibility to support professional and personal balance
Eligibility for a discretionary performance bonus