Senior Tax Associate – High Net Worth Clients & Family Office Services

About the role

Ready to move beyond traditional tax compliance and become a trusted advisor to high-net-worth individuals and families? This role offers exposure to a broad range of advisory services that extend well beyond tax compliance. You’ll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm values collaboration, professional growth, and delivering an exceptional client experience.

Responsibilities

• Tax Compliance & Planning
  • Prepare and review individual, business, trust, and fiduciary income tax returns, including multi-state filings
  • Prepare and review tax projections, estimated tax calculations, and planning analyses
  • Respond to tax notices and assist with tax audits and examinations
  • Conduct tax research and support special projects
  • Review payroll tax filings and various information return filings
• Family Office & Financial Administration
  • Provide business management, financial administration, and financial concierge services for multiple clients
  • Review bookkeeping activities, including general ledger postings, payroll processing, bank reconciliations, and financial statement preparation
  • Monitor and review client financial reporting, budgets, cash flow analyses, spending reports, and financial plans
  • Assist with forensic accounting and financial analyses related to matrimonial matters
  • Coordinate with advisors, attorneys, accountants, and other members of clients’ professional teams
• Client Relationship Management
  • Develop and maintain strong relationships with high-net-worth clients and their families
  • Serve as a trusted resource and responsive point of contact for client requests
  • Participate in all business aspects of client engagements, including billing, collections, and maintaining profitability
  • Deliver a high level of service while managing multiple client relationships and deadlines

Qualifications

• Bachelor’s degree in Accounting required
• Master’s in Taxation preferred
• CPA license preferred; CFP designation a plus
• 5–7 years of high-net-worth tax experience within a public accounting, family office, or wealth management environment
• Strong experience preparing and reviewing complex individual income tax returns
• Knowledge of tax planning, financial planning, and financial administration concepts
• Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online)
• Excellent analytical, organizational, and problem-solving skills
• Strong verbal and written communication abilities
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Demonstrated professionalism, integrity, dependability, and commitment to client service

What Success Looks Like

The ideal candidate is technically strong, detail-oriented, and highly organized, but also enjoys working directly with clients and helping them solve complex financial challenges. They are comfortable balancing tax responsibilities with broader financial administration and family office services while maintaining exceptional attention to detail and client satisfaction.

Benefits

• Competitive compensation package ($120,000 – $140,000)
• Annual bonus opportunity (20%)
• Comprehensive medical, dental, and vision coverage beginning on day one
• 401(k) plan with company match
• Flexible PTO policy
• Paid parental leave
• Financial support for advanced education and professional certifications
• Commuter benefits
• Opportunities for community involvement and volunteer service

Schedule

Flexible Hybrid Schedule