Experienced Tax Professional – Senior Tax Associate

Overview

This role is for an Experienced Tax Professional – Senior Tax Associate (1099 Independent Contractor / Full-Time).

Location

Remote — United States

Employment Type

Full-Time / 1099 Independent Contractor

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.
• 1099 affiliation model provides flexibility and autonomy.

Additional Information

The organization’s integrated platform is designed to support coordinated client solutions across investments, tax strategy, estate planning, risk management, business advisory, capital markets, alternative investments, and related services.