Senior Tax Associate

About the role

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

Primary Responsibilities

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

Qualifications

• A Bachelor’s degree in Finance or Accounting with 3+ years’ relevant experience;
• A 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;
• Noteable attention to detail, self-initiated follow-through, and outstanding time management;
• The willingness and ability to work individually and in a team atmosphere;
• The ability to work individually and in a team atmosphere.

Preferred Qualifications

• CPA, CPA candidate or EA granting the ability to represent clients before the IRS;
• Experience preparing multi-state returns;
• Experience with ProSystem fx® Tax, CCH Axcess, CCH Workflow, Engagement and BNA Income Tax™ Planner.

Benefits

This position is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - $100,000 per year base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just 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).