Assistant Director, Tax (Individual/High-Net Worth)

Assistant Director, Tax (Individual High Net Worth + Corp)

• Compensation: $150,000 - 200,000 Base + Bonus
• NYC, Onsite. Potential to earn a remote day during the week after proving trust. Twenty days PTO, Summer Fridays. Uber home during Busy Season. Dinners provided. Four day work week for the month of May.
• Exponentially growing, full-service boutique CPA firm that serves as the premier financial backbone for high-net-worth individuals, small businesses, and expanding companies across New York City. This dynamic firm operates out of offices in Manhattan and Brooklyn, blending institutional-grade financial strategy with the highly responsive, personalized attention of a specialized partner. They focus on high-impact tax strategy, precision bookkeeping, and fractional CFO advisory. They proactively position their clients for the future through rigorous tax minimization, compliance risk mitigation, and scalable financial infrastructure.
• They are looking for an Assistant Director level candidate to join their team. You will be responsible for reviewing Manager, Senior Associate, and Associate work.
• Role breaks down as followed: 2/3 Individual and 1/3 Partnership/C Corp.
• Big 4 backgrounds will not work in this environment.

Key Responsibilities

• Client Portfolio Management: Oversee and service a high-volume client portfolio of approximately 1,800 accounts, maintaining strong client relationships and driving timely, high-quality deliverables.
• Tax Preparation & Compliance: Prepare, review, and file complex federal, state, and local tax returns across a diverse scope, including:
• Individual: High-Net-Worth and complex individual filings
• Corporate & Business: C-Corp, S-Corp, and Partnership returns
• Exempt & Estate/Gift: Non-Profit and Gift Tax filings
• International & Specialty Filings: Controlled Foreign Corporation / Foreign-Owned Entity disclosures and Tax-Deferred Exchanges
• Strategic Advisory & Tax Planning: Proactively advise individual and commercial clients on tax minimization strategies, overall financial planning, regulatory shifts, and structured transactions.
• Technical Consultation & Client Support: Serve as a subject matter expert by addressing complex technical tax inquiries, delivering clear solutions, and guiding clients through regular tax assessments and ongoing planning initiatives.
• Audit & Representation Support: Support the resolution of inquiries and notices from federal, state, and local tax authorities as required.

By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.

Equal Opportunity Notice

Highspring 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 Notice

By 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 Notice

Vaco 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 Notice

Determining 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).