Senior Tax Associate, Private Client Services

Key Responsibilities

• Prepare complex tax returns for high-net-worth individuals, trusts, estates, partnerships, S corporations, private foundations, and gift tax engagements.
• Review individual and trust tax returns, workpapers, and related deliverables for accuracy, completeness, and compliance with professional and firm standards.
• Work directly with clients and their advisors to gather information, identify needs, and support tax compliance, planning, and consulting engagements.
• Research technical tax issues, analyze relevant facts and circumstances, and develop recommendations for engagement leaders.
• Analyze tax notices received from government agencies and prepare draft responses for review.
• Identify tax planning opportunities and assist in developing practical recommendations aligned with clients' personal, family, estate, philanthropic, and business objectives.
• Manage multiple assignments and deadlines while maintaining a high level of quality, accuracy, and attention to detail.
• Communicate proactively with clients and engagement teams regarding project status, open items, client needs, and deadlines.
• Build and maintain strong working relationships with clients, advisors, and internal team members.
• Support the development of associates and interns through mentoring, coaching, training, and day-to-day guidance.
• Stay informed on tax law changes and industry developments and assist in evaluating their impact on clients and engagements.
• Collaborate with professionals across service lines to address client needs and deliver integrated solutions.
• Contribute to process improvement initiatives that enhance client service, engagement efficiency, and team effectiveness.
• Participate in recruiting, onboarding, training, and firm development initiatives as opportunities arise.

Requirements

• Bachelor's degree in Accounting or a related field.
• 3+ years of public accounting tax experience.
• Experience preparing tax returns for individuals, trusts, estates, partnerships, and S corporations.
• Strong technical tax knowledge related to individual, trust, estate, partnership, and S corporation taxation, as well as tax compliance and research.
• Strong analytical, critical thinking, problem-solving, and decision-making skills.
• Excellent verbal and written communication skills.
• Able to manage multiple assignments, priorities, and deadlines while maintaining accuracy and attention to detail.
• Able to work independently and collaboratively within a team environment.

Preferred Qualifications

• Experience serving high-net-worth individuals, families, private foundations, and closely held businesses.
• Experience with gift tax, fiduciary, and private foundation engagements.
• Experience with tax research databases, tax compliance software, AI tools, and document management systems.
• Familiarity with UltraTax, GoRS, CoCounsel, and other Thomson Reuters products.