(Remote) Tax Senior Associate

About the role

We seek a Tax Senior Associate to join the Tax team at Geometric. The Tax Senior Associate will work alongside our current Tax team (two Tax Advisors and two Tax Senior Associates) and collaborate with our Wealth Advisors and Financial Planning team to serve our approximately 250 (and growing quickly) client families. Tax services are a critical part of our client value proposition (tax services are bundled into our core offering and provided to essentially all clients) and this role presents an opportunity to help build the Tax team and advance quickly within a high growth environment.

Responsibilities

• Tax compliance:
• Prepare and review federal and state returns (as well as any associated gift tax returns, trust returns, etc.) for our clients.
• Note that we have clients all over the country, and many of our clients work in multiple states throughout the year, so a basic understanding of differing state tax law will be necessary.
• Periodically assess the need for quarterly estimated tax payments and ensure that all necessary payments are made by our clients.
• Assist clients with any tax letters, notices, and audits, which includes drafting responses and communicating with the IRS and various state Departments of Revenue.
• Assess implications of US international tax reporting (including forms FinCEN 114, 8938, and 1116) for our foreign clients living in the US who have foreign bank accounts, assets, and income.
• Tax planning/consulting:
• Collaborate with Tax Advisors to produce and review tax projections and tax planning for a subset of our clients (e.g., clients with stock-based compensation, self-employed clients with fluctuating cashflows, and clients with multiple sources of income).
• Perform and review wage and withholding analyses to help clients achieve their preferred level of tax withholding, and help them to periodically re-calibrate as circumstances change (new jobs, etc.).
• Provide year-round assistance in consulting on tax matters/questions that come up, researching relevant topics as needed.
• Help evaluate and demo any alternatives to current software being used by the Tax team.
• Continually search for ways to improve the Tax team’s and the firm’s processes and client experience, and to speak up when they are found.
• Help recruit, hire, train, and manage others on the Tax team as the firm continues to grow.

Qualifications

• Bachelor’s degree
• Active CPA license or EA credential strongly preferred. If not currently certified, must meet educational requirements to obtain license or credential in state of employment upon hire.
• 3-5 years of relevant work experience in tax services (particularly tax return preparation and compliance) for high-net-worth individuals
• Clear and confident communication, both in writing and orally. The ability to succinctly distill complex topics into understandable form when conversing with clients and educating our internal team.
• Experience in and comfort with the tax topics relevant to Geometric’s niche client audience, and the curiosity to gain further expertise in those matters.
• A “planning mindset.” The ability to view tax planning in the broader context of a client’s financial goals.
• Knowledge of the basics of estate planning or willingness and aptitude to learn.
• Exceptional organizational skills. You should be the type of person who develops processes to ensure that everything remains organized and that nothing ever falls through the cracks.
• Airtight reliability. Always doing what you say you will do, when you say you will do it. When you take ownership of a task or project, everyone else on the team should feel comfortable knowing that it is taken care of.
• Aptitude for and comfort with technology. Both the ability to effectively use existing technology and the willingness to think strategically about how new technology could be used to improve our internal processes.
• Knowledge of (or at least willingness and aptitude to learn) the technology relevant to our tax practice: CCH Axcess, CCH AnswerConnect, BNA Income Tax Planner, and Sureprep.
• Comfort with receiving feedback with a positive attitude and willingness to implement changes.