Senior Tax Associate

Overview

The organization is seeking a Senior Tax Associate to join its team. This role involves preparing and reviewing tax returns, supporting tax planning initiatives, and ensuring compliance for high-net-worth individuals, families, and related entities. The position partners with internal teams on tax research and planning, assists with staff development, and helps communicate tax updates to clients.

Responsibilities

• Perform tax planning and preparation for high-net-worth individuals and their related entities
• Complete first reviews on certain individual and fiduciary returns
• Ensure compliance with all federal and state filing requirements on behalf of clients
• Serve as a resource to business management teams for tax planning, tax research, and ongoing education on tax-related developments
• Assist Tax Managers with regularly educating permanent and seasonal tax preparation staff
• Help communicate relevant tax developments to clients through newsletters, social media, and/or other communications

Requirements

• Bachelor’s degree in Finance or Accounting with 3+ years’ relevant experience
• Demonstrated focus on preparing individual, fiduciary, partnership and S-corp tax returns, with a primary focus on high-net-worth individuals and families
• Superb written and verbal communication skills
• Strong problem-solving, technology, communication, and organizational skills
• Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology
• Notable attention to detail, self-initiated follow-through, and outstanding time management
• Ability to work individually and in a team atmosphere
• Willingness and ability to work additional hours, as needed, during busy season
• CPA, CPA candidate, or EA granting the ability to represent clients before the IRS preferred

Preferred Qualifications

• Experience preparing multi-state returns
• Experience with ProSystem fx® Tax, CCH Axcess, CCH Workflow, Engagement and BNA Income Tax™ Planner

Compensation & Benefits

• This position is an exempt position.
• Annualized base pay range: $80,000 - $100,000 per year base salary compensation range.
• Actual base pay may vary based on factors including experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set.
• Base pay is one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).

Location

• Work is described as a US-based role only (no specific work location provided).