Senior Tax Associate

Overview

This role involves serving as a Senior Tax Associate responsible for 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, supports staff development, and helps communicate relevant 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
• Support business management teams with tax planning, tax research, and ongoing education on tax-related developments
• Assist Tax Managers with educating permanent and seasonal tax preparation staff on a regular basis
• Assist with communicating 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
• Experience preparing individual, fiduciary, partnership, and S-corp tax returns, with a primary focus on high-net-worth individuals and families
• Strong written and verbal communication skills; strong problem-solving, technology, communication, and organizational skills
• Proficiency in Microsoft Office applications, including Excel; proven ability to learn other technology
• Notable attention to detail, self-initiated follow-through, and excellent time management
• Ability to work individually and in a team environment
• Willingness and ability to work additional hours, as needed, during busy season
• CPA, CPA candidate, or EA preferred (granting the ability to represent clients before the IRS)
• Experience preparing multi-state returns preferred
• Experience with ProSystem fx® Tax, CCH Axcess, CCH Workflow, Engagement, and BNA Income Tax™ Planner 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

• 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 total compensation
• Other rewards may include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k)

Location

• United States-based roles only (additional state-specific information applies as noted below)

Equal Employment Opportunity and State Notices

• Equal opportunity employer; employment decisions based on skillset without regard to protected characteristics, including race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state, and/or federal law
• Reasonable accommodations are available for applicants and employees with disabilities

State-specific notices (US)

• California: Information on California privacy rights applies
• Indiana: Unlawful to discriminate based on status as a veteran
• Maryland: Under Maryland law, an employer may not require or demand, as a condition of employment, that an individual submit to or take a polygraph or similar test; violations are subject to a fine not exceeding $100
• Massachusetts: Unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment
• Montana: If hired, employment relationship governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901
• Rhode Island: Covered by state workers’ compensation law; false information about ability to perform essential functions may affect eligibility under workers’ compensation provisions
• ADA compliance applies