Senior Tax Associate | Wealth Management Firm | No Tracking of Billable Hours

Location: Remote (U.S.)

About the role

We are a nationally recognized wealth management firm dedicated to serving HNW & UHNW individuals, families, executives, and business owners. Our integrated approach combines investment management, tax planning, estate planning, and financial advisory services to provide comprehensive wealth solutions. We are seeking an experienced Tax Senior who enjoys building long-term client relationships, solving complex tax issues, and delivering exceptional client service in a client-focused advisory environment rather than a traditional public accounting firm.

Responsibilities

• Prepare complex federal and state individual income tax returns (form 1040) for HNW clients
• Work alongside Wealth Advisors to identify tax planning opportunities throughout the year
• Research complex tax issues and provide practical planning recommendations
• Communicate directly with clients regarding tax documents, planning opportunities, and IRS or state notices
• Manage multiple client engagements while consistently meeting deadlines during busy season and throughout the year

Requirements

• Bachelor's Degree in Accounting, Finance, or related field
• CPA license or CPA eligibility strongly preferred
• 2+ years of Public Accounting or Wealth Management tax experience
• Experience preparing HNW Form 1040 tax returns
• Ability to manage multiple priorities while providing outstanding client service

Benefits

• Fully remote work environment
• Comprehensive medical, dental, and vision benefits
• Unlimited PTO
• 401K with company match
• No tracking of billable hours

Pay

Up to $120K base salary + discretionary bonus