Senior Tax Associate

Client: Fintech Organization Role: Senior Tax Associate Salary: $150,000 - $200,000/annuallyLocation: Midtown, Manhattan (*5 days a week onsite*)Job Description: What You'll DoForward-Looking Tax ProjectionsForecast Liability: Develop sophisticated models to estimate future tax obligations based on shifting income, deductions, and credits.Scenario Analysis: Model the "what-ifs"-from job changes and liquidity events to family shifts-to illustrate the real-dollar impact of financial decisions.Precision Withholding: Audit W-4s and withholding levels to eliminate year-end surprises and optimize cash flow.Estimated Payments: Calculate and manage quarterly estimated payments, ensuring members leverage IRS Safe Harbor rules to avoid penalties.Strategic Tax OptimizationYou will collaborate with our financial planning team to identify and execute high-impact strategies in: Equity Compensation: Navigating the complexities of ISOs, NSOs, RSUs, and RSAs, including AMT mitigation and exercise-and-hold strategies.Real Estate: Maximizing depreciation, managing 1031 exchanges, and optimizing rental income.Retirement & Education: Advising on tax-efficient vehicles like Backdoor Roth IRAs, 401(k)s, 529s, and Coverdell accounts.Philanthropy & Estate: Implementing donor-advised funds (DAFs), charitable trusts, and lifetime gifting strategies.SALT & International: Solving for residency/domicile issues and managing the tax implications of foreign investments or US persons living abroad.QualificationsCredentials: You are a CPA or Enrolled Agent with at least 7+ years of experience in high-net-worth individual tax planning and return review.Technical Mastery: You have an encyclopedic knowledge of federal, state, and local tax laws, particularly regarding estates, trusts, and passive investments.The "Fintech" Mindset: You are proficient in leading tax software but are also eager to help us shape and adopt new technology to automate and elevate the member experience.Communication Artistry: You can translate the Internal Revenue Code into plain, actionable English for our members and internal partners.Collaborative Spirit: You enjoy working at the center of a cross-functional team, bridging the gap between tax, investment, and financial planning.Equal Opportunity NoticeHighspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com .Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.Representation NoticeBy submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client.Privacy NoticeVaco by Highspring respects your privacy and are committed to providing transparent notice of our policies.California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.Virginia residents may access our state specific policies here.Residents of all other states may access our policies here.Canadian residents may access our policies in English here and in French here.Residents of countries governed by GDPR and UK GDPR may access our policies here.Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.Pay Transparency NoticeDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:· the individual's skill sets, experience and training;· licensure and certification requirements;· office location and other geographic considerations; and· other business and organizational needs.With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).