Senior Tax Associate
Location: Marion, Ohio OR Delaware, OH (In-office, Mon-Fri)
About the role
Alluvial Private Wealth is seeking an experienced Senior Tax Associate to join our growing team in a unique, year-round role that brings together tax expertise and financial planning. During tax season, this position will primarily focus on tax preparation and planning, working directly with individuals, families, and business owners across a variety of tax situations. Outside of peak tax season, the role will transition into our wealth management practice, where you'll have the opportunity to apply your tax knowledge within the broader context of a client's financial life. This structure is intentionally designed to offer year-round employment, benefits, a more balanced seasonal workload, and the opportunity to expand your expertise beyond tax compliance into comprehensive financial planning.
Responsibilities
- Prepare individual income tax returns, including 1040 returns
- Prepare business and nonprofit tax returns, including 1120S, 1065, and 990 returns
- Develop proactive tax planning strategies for individuals, small businesses, and nonprofit clients
- Research tax issues and recommend practical, client-focused solutions
- Review tax information, workpapers, returns, and planning recommendations for accuracy, completeness, and alignment with client needs
- Identify tax planning opportunities, open questions, or areas requiring additional review before client meetings or filing deadlines
- Meet directly with clients to review returns, discuss planning opportunities, and answer tax-related questions
- Build lasting client relationships through responsive, thoughtful, and professional communication
- Document client discussions, planning priorities, follow-up items, and next steps in internal systems
- Track client document requests, deadlines, open items, and tax season follow-through
- Collaborate with team members to deliver exceptional client service and keep priorities moving forward
- Help ensure client deliverables are organized, accurate, polished, and prepared in a timely manner
- Perform accounting and bookkeeping services for clients as needed
- Assist clients with QuickBooks Online and support related accounting questions
- Maintain accurate client records, digital documentation, tax files, notes, and internal tracking tools
- Support technology adoption, workflow improvements, and practice management processes as assigned
- Use modern tax, office, and client service tools to support efficient, accurate work
- Contribute to a collaborative, dependable, detail-oriented, and client-focused team environment
Requirements
- Bachelor’s degree in Accounting or a related field with tax experience, or Enrolled Agent designation
- 3-6 years of public accounting or tax preparation experience
- Experience preparing individual 1040, S Corporation 1120S, Partnership 1065, and Nonprofit 990 tax returns
- Experience with tax planning, not just tax preparation
- Strong communication and client relationship skills with the ability to work directly with clients
- QuickBooks Online experience
- Experience using Microsoft Excel, Outlook, and Lacerte Tax Software
Preferred Qualifications
- CPA or EA (Enrolled Agent) designation/certification
- QuickBooks Desktop experience
- Experience with practice management software
- Experience with document management systems
Benefits
- Competitive salary ($75,000-$95,000) based on experience
- Overtime pay during tax season
- Performance bonus opportunities
- Paid vacation and paid holidays
- Flexible scheduling outside of tax season
- Professional development opportunities with modern technology and software
Why Join Us
A family-oriented, collaborative culture built on teamwork, integrity, and exceptional client service. Stable client base with meaningful tax planning and direct client relationships.