Senior Tax Associate

Tax Review & Technical Leadership

• Prep and review of individual federal and state income tax returns, as well as business, trust, and estate tax returns
• Ensure technical accuracy, completeness, and consistency across returns
• Stay current on tax law changes and industry trends and apply them thoughtfully
• Understand not just what needs to be done, but why
• Apply technical knowledge to identify planning opportunities and improve outcomes
• Engage in extensive tax planning for individuals, families, and business owners
• Collaborate closely with the wealth management team to integrate tax strategy into broader financial plans
• Anticipate client needs and proactively identify risks and opportunities
• Serve as a trusted tax resource to advisors and clients
• Deliver high-quality work while moving quickly and managing multiple priorities
• Consistently use CRM and internal systems to manage tasks and deadlines
• Demonstrate strong follow-up and follow-through without needing micromanagement
• Pitch in as needed and support team success
• Share knowledge, insights, and updates with colleagues
• Provide and receive thoughtful, timely feedback
• Contribute ideas that improve client experience, internal processes, and firm growth

Compensation & Benefits

• Salary range: $90,000 - $120,000/year depending on level of experience.
• The salary includes a bonus paid out upon completion of tax season.
• 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure.
• Best and brightest leaders will have opportunities to buy into and become owners in the firm over time.
• 11 paid holidays and 15 PTO days to use at your discretion.
• Employer paid Health/Dental/Vision insurance premiums for individuals and families.
• Employer HSA contributions
• Employer paid Life and Long-Term Disability