Experienced Tax Professional – Senior Tax Associate

Overview

This role is for an experienced tax professional to join the team as a Senior Tax Associate (1099 Independent Contractor) with an established book of business. The position focuses on serving business clients and expanding existing client relationships through an integrated platform that supports coordinated solutions across tax and related advisory services.

Responsibilities

• Serve as a Senior Tax Associate within the organization’s tax practice.
• Bring and continue to manage an existing book of business and client relationships.
• Grow and develop new client relationships.
• Identify additional opportunities to serve existing clients through an integrated professional services platform.
• Build relationships with HNW/UHNW individuals, families, entrepreneurs, executives, and business owners.
• Collaborate with professionals across wealth management, tax, legal, insurance, capital markets, and business advisory.
• Use the organization’s technology and platform to enhance client service, efficiency, and business growth.
• Participate in networking, referrals, and business development activities.
• Maintain compliance with applicable regulations and firm policies.

Requirements

• Established tax professional with an existing book of business.
• CPA, EA, or Tax Attorney required.
• Demonstrated experience managing client relationships.
• Proven ability to retain clients and grow a book of business.
• Strong communication and relationship-management skills.
• Entrepreneurial mindset and ability to operate independently.
• Commitment to a fiduciary, client-first approach.
• Alignment with the organization’s values and culture.

Preferred Qualifications

• Bilingual.
• Experience serving HNW/UHNW clients.
• Experience with alternative investments/private markets tax advisory.
• Experience working with entrepreneurs, business owners, executives, or complex families.
• Existing professional referral network.

Compensation & Benefits

• Competitive payout structure designed for experienced credentialed tax professionals.

Location

• Remote — United States

Employment Type

• Full-Time / 1099 Independent Contractor