Tax Associate
Firm Overview:
Stable Rock is an integrated professional services platform supporting over 500 clients including investment and asset managers, early-stage and midsize businesses, portfolio companies, and founders. We provide deep expertise across outsourced and fractional CFO services, accounting and bookkeeping, middle office and operations, regulatory and compliance, tax strategy and planning, IT, HR, insurance services, and AI-driven automation.
Our work is hands-on and customized. Clients work directly with a team of experienced professionals who take the time to understand how their business or personal finances operate and provide practical support that adapts as needs change.
Job Opportunity and Responsibilities:
Stable Rock is seeking a motivated and detail-oriented Tax Associate to join our Tax & Strategy Services team. This individual will play an important role in supporting the preparation and review of tax returns, conducting tax-related research, and assisting with tax compliance and planning engagements for a diverse client base, with a particular emphasis on high-net-worth individuals and clients with complex investment portfolios.
Working closely with experienced tax professionals and senior leadership, the Tax Associate will gain exposure to a variety of tax matters, including investment income, alternative investments, partnership reporting, and other complex financial arrangements. The ideal candidate has a strong foundation in tax compliance, enjoys working through technical challenges, and is interested in developing their expertise within a collaborative, client-focused professional services environment.
Key Responsibilities:
- Prepare individual federal and state income tax returns for high-net-worth individuals and other clients with varying levels of tax complexity.
- Assist with the preparation of 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 to ensure accurate tax reporting.
- Assist with the preparation and filing of tax extensions, estimated tax payments, and other compliance-related deliverables.
- Research tax regulations, legislation, and technical matters to support tax compliance and planning initiatives.
- Assist with identifying tax planning opportunities and potential tax implications related to clients' investment activities and financial circumstances.
- Communicate with clients to obtain necessary documentation, clarify financial information, and resolve outstanding tax-related questions.
- Collaborate with senior tax professionals to address complex tax matters and ensure the accuracy and completeness of client deliverables.
- Maintain organized workpapers and supporting documentation in accordance with internal procedures and applicable professional standards.
- Assist with responding to tax notices and other correspondence from federal and state taxing authorities.
- Stay informed of relevant tax law changes and industry developments that may impact clients.
- Contribute to process improvements and initiatives designed to enhance the efficiency and effectiveness of the tax function.
Qualifications, Skills, and Experience:
- 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.
What Success Looks Like:
- Accurate and timely preparation of individual tax returns and related compliance deliverables.
- Consistent quality and organization of workpapers, supporting schedules, and client documentation.
- Effective collaboration with senior tax professionals to resolve technical questions and address complex tax matters.
- Development of technical tax knowledge, particularly in areas involving high-net-worth individuals and investment-related reporting.
- Proactive communication and effective management of assigned responsibilities and deadlines.
- A commitment to delivering exceptional client experience while contributing to the continued development of the Tax & Strategy Services practice.
Why Stable Rock
Stable Rock offers an opportunity to become part of a collaborative, entrepreneurial, and growing professional services organization where individual contributions have a meaningful impact. Our team values initiative, accountability, intellectual curiosity, and a hands-on approach to solving problems.
As a member of our Tax & Strategy Services team, you will have the opportunity to work directly with experienced tax professionals and gain exposure to a diverse client base, including high-net-worth individuals, investment managers, and business owners. This role offers the ability to expand your technical expertise beyond traditional tax compliance, develop a broader understanding of investment-related tax matters, and contribute to delivering thoughtful, customized solutions to our clients.
Location
This role will be based in either out New York City or Westchester offices and will be expected to be in office 2-3 days per week.
Compensation
Highly competitive base salary ranging from $80,000 to $100,000, based on experience and location, with eligibility for a discretionary performance bonus.
Benefits:
- 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
Inclusion: Stable Rock is an equal opportunity employer and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences.
Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible.