Senior Associate - Tax Services

About the role

This is our experienced-level Tax Senior Associate position—ideal for candidates with 3-5 years of relevant tax experience who are ready to deepen their technical expertise, take ownership of client engagements, and mentor developing team members. An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who deliver our values and vision.

Responsibilities

• Prepare and review individual income tax returns and related workpapers, including partnerships, corporations, trusts, foundations, and gift returns.
• Prepare or review quarterly estimates, projections, and assist with complex tax planning engagements.
• Research technical tax matters and help develop recommendations for clients and internal teams.
• Assist with tax audits, notices, and correspondence with taxing authorities.
• Partner with wealth managers, clients, and client service teams to ascertain, track, and preserve data needed for tax preparation and planning.
• Manage multiple engagements and competing deadlines while ensuring timely delivery and accuracy of client work.
• Review work for completeness, identify planning opportunities, and apply strong analytical and problem-solving skills.
• Serve as a day-to-day contact for clients and internal stakeholders, communicating tax matters clearly and professionally.
• Mentor and provide guidance to Associates and other developing team members; oversee onboarding and knowledge sharing.
• Demonstrate initiative and leadership in improving workflows, identifying efficiencies, and contributing to team operations.
• Maintain confidentiality and exercise sound professional judgment in handling sensitive client information.
• Aid in ad hoc projects and process improvement initiatives.

Requirements

We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: Bachelor’s degree in Accounting (or equivalent with accounting coursework). Minimum 3-5 years of experience in tax or public accounting. CPA license, CPA eligibility with progress toward completion, or Master’s in Taxation/MBT preferred.

Qualifications

Knowledge: Strong foundation in individual and entity taxation, including partnerships, corporations, trusts, and gift taxation. Experience with professional tax software and electronic workpaper systems. Understanding of wealth management and high-net-worth client service environments. Awareness of confidentiality standards, ethical responsibilities, and regulatory compliance expectations.

Skills

• Proficiency with Microsoft Excel and Word.
• Strong written and verbal communication skills, including the ability to explain complex tax matters clearly.
• Strong analytical and problem-solving capabilities.
• Excellent organizational skills with attention to detail and follow-through.
• Professional presence with strong interpersonal and relationship-building skills.

Abilities

• Ability to manage multiple engagements and competing priorities in a fast-paced environment.
• Ability to work independently while coordinating effectively across teams.
• Demonstrated ownership mindset with proactive follow-through and accountability.
• Ability to review work for accuracy and identify planning opportunities.
• Ability to mentor and support developing team members.
• Adaptability, curiosity, and a continuous learning mindset.

Benefits

Environment supportive to learning and growing your career
Continuing education assistance program
401(k) with company match
Bonus program
Company contribution up to 95% for health insurance
Hybrid work arrangement

Pay

TBD

Schedule

Primarily sedentary work in an office with minimal distractions; walking throughout the office.