Tax Senior

Company Description

Navis Wealth Management is an independent boutique wealth advisory practice located in Rye Brook, NY. The firm offers customized wealth management solutions to help clients grow, preserve, and transfer wealth with confidence. Navis creates personalized financial plans to help clients identify and pursue their financial goals at every stage of life, building strong and lasting personal relationships along the way.

We are a growing private wealth management firm seeking a highly diligent, ambitious, and detail-oriented Certified Public Accountant (CPA) to join our in-office team.

This role is ideal for a professional who understands the nuance, discretion, and precision required when serving high-net-worth individuals and families. We are looking for someone who takes ownership, follows through relentlessly, and brings both technical excellence and leadership presence to the table.

About the Role

As our CPA, you will play a critical role in supporting complex financial planning strategies, tax compliance, and advisory services for our clients. You will collaborate closely with advisors, clients, and internal team members to ensure accuracy, efficiency, and proactive financial oversight.

This is not a “clock in, clock out” role. We are seeking someone with an immeasurable work ethic who is invested in building long-term impact — both for our clients and within our firm.

Key Responsibilities

• Prepare and review individual, trust, and entity tax returns
• Oversee financial reporting and ensure regulatory compliance
• Collaborate with wealth advisors on tax-efficient strategies
• Monitor deadlines and proactively follow up on outstanding items
• Identify and implement process improvements
• Maintain strict confidentiality and discretion
• Serve as a mentor to junior team members and help develop emerging talent
• Contribute to a culture of excellence, accountability, and continuous learning

Who You Are

• Highly attentive to detail — accuracy matters deeply to you
• Not afraid of follow-up; you ensure nothing slips through the cracks
• Open to evolving systems and new approaches to improving workflows
• Hardworking, dependable, and internally motivated
• Comfortable in an in-person, collaborative office environment
• Professional and polished in client interactions
• Willing to teach, mentor, and lead by example
• Growth-minded and ambitious

Qualifications

• Active CPA license
• Bachelor’s degree in Accounting (Master’s preferred)
• Experience with high-net-worth individuals, trusts, and complex tax structures preferred
• Strong knowledge of federal and state tax regulations
• Excellent communication and organizational skills
• Ability to manage multiple priorities while maintaining precision

What We Offer

• A collaborative, high-integrity team environment
• Meaningful client relationships and impactful work
• Opportunity for long-term growth within the firm
• Salary Range: $125,000 to $165,000 Competitive compensation and benefits

If you are a CPA who values excellence, ownership, and mentorship — and you’re ready to contribute to a firm serving sophisticated clients — we invite you to apply.