Americas
Corporate
New York
Lazard is one of the world’s leading financial advisory and asset management firms.
Our people make the difference. With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that diversity, equity, inclusion, and allyship are not just business imperatives — they are central pillars of our employee experience. Our entrepreneurial culture and flat structure allow creative ideas and original concepts to drive our business forward — and for careers to take flight.
Lazard’s Corporate functions empower strategic decision-making and ensure continued success of our firm. From Finance & Tax to Information Technology and Human Resources, our colleagues around the globe support our financial advisory and asset management business lines in many ways. By utilizing the latest technology, these integral groups make sure our businesses are compliant, operationally efficient, and profitable.
We are seeking a highly skilled Tax Accountant with experience in high-net-worth individual tax returns, foreign individual tax returns, partnership, trust, and gift tax returns. The ideal candidate should have a strong background in reviewing and filing complex tax returns for clients with significant assets, diverse income streams, and intricate financial portfolios. This role requires a deep understanding of tax laws, regulations, and strategies to optimize tax outcomes while ensuring full compliance with federal, state, and local tax requirements.
We’ll trust you to:
- Review and prepare federal, state, and local tax returns for high-net-worth individuals, including personal, partnership, trust, and gift tax returns.
- Provide tax planning and advisory services to clients, particularly in the areas of trusts, and high-net-worth individuals.
- Collaborate with internal teams to gather the necessary information to project client’s cash flow.
- Communicate effectively with clients or their designated professionals to gather necessary tax documents and provide updates on projections and filings.
- Analyze clients' financial situations to identify tax-saving opportunities and areas for improvement.
- Interpret tax regulations and provide guidance on tax implications for clients.
- Assist with audits and inquiries by taxing authorities.
- Stay current with tax law changes and proactively adjust strategies to benefit clients.
- Leverage technology to transform and streamline processes.
You'll need to have:
- 5-8 years of experience in tax accounting, with a specific focus on individual, partnership, trusts, and gift returns.
- In-depth expertise in handling complex partnership accounting and understanding unique challenges associated with partnership structures.
- Robust knowledge of federal and state tax regulations, particularly for high-net-worth individuals and trusts
- Bachelor’s degree in accounting.
- CPA or Enrolled Agent designation required.
- Proficient in tax preparation software and Microsoft Office Suite (Excel, Word, etc.).
- Strong analytical and critical thinking skills.
- Excellent communication and people skills.
- Ability to work independently and manage multiple priorities in a challenging environment.
- Experience collaborating with a diverse client base, including high-net-worth individuals and their families.
- Meticulous and highly organized, with a commitment to accuracy and efficiency.
- Experience with international tax issues and expatriate tax returns.
Does this sound like you?
Apply! We’ll get in touch on the next steps.
What we offer:
We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions and will continue to invest in the development of your career.
We expect the base salary range for this role to be approximately $150,000-$175,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard’s compensation package, which also includes comprehensive benefits and may include incentive compensation.
Inclusion at Lazard
Lazard is an intellectual capital business focused on delivering the best advice and solutions to clients. Achieving these objectives requires us to identify, develop and retain the best talent. A workforce comprised of people with varied backgrounds and experiences creates a rich diversity of thought that empowers us to challenge conventional wisdom, as diverse perspectives lead to better decisions.
Our appreciation of diversity’s strength is ingrained in our multicultural heritage. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respect for individual differences, which has been core to our success for 175 years.
The ongoing cultivation of an inclusive culture are essential to our continued growth. We are committed to sustaining an environment in which all employees – regardless of socioeconomic status, race, ethnicity, nationality, religion, gender, gender expression, sexual orientation, physical abilities, veteran or military status – can maximize their individual potential, as well as our collective success.
