Senior Tax Associate

Overview

A wealth management firm is seeking a Senior Tax Associate to support the Tax Manager in delivering comprehensive tax planning and compliance services to high-net-worth clients and the business management division.

Responsibilities

• Prepare tax planning and returns for high-net-worth individuals and related entities.
• Conduct first reviews of individual and fiduciary tax returns.
• Ensure compliance with federal and state tax filing requirements.
• Serve as a resource for business management teams on tax planning, research, and education regarding tax developments.
• Assist Tax Managers in training permanent and seasonal tax preparation staff.
• Help communicate relevant tax updates to clients through newsletters, social media, and other channels.

Requirements

• Bachelor’s degree in Finance or Accounting.
• Minimum of 3 years of relevant experience preparing individual, fiduciary, partnership, and S-corp tax returns, primarily for high-net-worth individuals and families.
• Excellent written and verbal communication skills.
• Strong problem-solving, organizational, and technology skills.
• Proficiency in Microsoft Office, especially Excel, with the ability to learn new software.
• High attention to detail, self-motivation, and strong time management.
• Ability to work independently and collaboratively.
• Willingness to work additional hours during busy seasons.

Preferred Qualifications

• CPA, CPA candidate, or Enrolled Agent (EA) status allowing representation before the IRS.
• Experience preparing multi-state tax returns.
• Familiarity with ProSystem fx® Tax, CCH Axcess, CCH Workflow, Engagement, and BNA Income Tax™ Planner.

Compensation & Benefits

• Annual base salary range: $90,000 to $105,000, depending on experience, expertise, location, and skills.
• Additional compensation may include an annual cash bonus.
• Comprehensive benefits package included.

Location

• Not specified.

The employer is an equal opportunity organization that bases employment decisions on skills and qualifications without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or other protected characteristics. Reasonable accommodations are provided for applicants and employees with disabilities upon request.

Additional state-specific employment law notices apply for applicants in Indiana, Maryland, California, Massachusetts, Montana, and Rhode Island.