Sr. Tax Associate

Senior Tax Associate Metro Detroit, MI Area | Hybrid Flexibility Available Compensation: $70,000 - $130,000+ Based on Experience Join a Premier Family Office & Wealth Planning Organization Our client is a nationally recognized family office and high-net-worth wealth planning firm providing sophisticated tax, estate, investment, and financial planning solutions to successful individuals, families, business owners, and executives. Due to continued growth, the firm is seeking a Senior Tax Associate to join its expanding tax team. This is an outstanding opportunity for an experienced tax professional who enjoys preparing and managing individual tax returns while working directly with affluent clients in a highly collaborative environment. Whether you are currently a Senior Tax Associate, Tax Senior, Enrolled Agent (EA), or CPA seeking greater flexibility and long-term career growth, this position offers the opportunity to build your career within a respected and growing organization. Position Overview The Senior Tax Associate will play a key role in preparing and reviewing complex individual income tax returns for high-net-worth individuals, executives, business owners, and family office clients. The ideal Senior Tax Associate will possess strong technical tax expertise, exceptional attention to detail, and a desire to expand into tax planning and advisory responsibilities over time. This position provides exposure to sophisticated tax situations, direct interaction with clients, and a clear pathway for advancement within the organization. Key Responsibilities Prepare and review individual federal, state, and local tax returns (1040s)Manage high volumes of individual tax returns while maintaining exceptional accuracySupport the tax compliance needs of high-net-worth individuals and familiesAssist with proactive tax planning strategies and recommendationsAnalyze client financial information, tax documents, and supporting schedulesResearch tax issues and stay current on changing federal and state tax regulationsIdentify opportunities for tax savings and planning efficienciesAssist with tax projections and year-end planning initiativesCollaborate with wealth advisors, financial planners, attorneys, and other professional advisorsCommunicate directly with clients regarding tax matters and information requestsAssist with tax notices, audits, and regulatory correspondence as neededDeliver outstanding client service while maintaining confidentiality and professionalism Qualifications Required 3+ years of experience preparing individual income tax returnsExtensive experience with Form 1040 preparation and related schedulesStrong understanding of federal and state tax regulationsExcellent analytical, organizational, and problem-solving skillsAbility to manage multiple priorities and deadlines during busy seasonsStrong written and verbal communication skills Preferred Enrolled Agent (EA) designationCPA license or CPA-track candidatePublic accounting, family office, wealth management, or tax advisory experienceExperience serving high-net-worth individuals and business ownersExposure to trusts, estates, partnerships, and closely held businessesExperience utilizing professional tax software platforms Why Consider This Senior Tax Associate Opportunity? This Senior Tax Associate position offers a unique opportunity to move beyond traditional tax compliance work and become part of a broader wealth planning and advisory team. Highlights Include Direct exposure to affluent individuals, families, and business ownersOpportunity to work on sophisticated tax planning strategiesCollaborative and supportive team cultureCareer advancement opportunities beyond a traditional tax preparer roleStrong leadership support and mentorshipExposure to family office and wealth management planning conceptsGreater flexibility and work-life balance than many public accounting environmentsAn opportunity for a Senior Tax Associate to grow into leadership and advisory responsibilities over time Compensation & Benefits Competitive base salary of $70,000 - $130,000+, depending on experience, credentials, and overall qualificationsPerformance-based bonus opportunitiesFlexible and hybrid work arrangementsGenerous PTO package and paid holidaysComprehensive medical, dental, and vision coverage401(k) retirement plan with employer contributionContinuing education and professional development supportCPA and EA licensing supportCareer growth opportunities within a nationally recognized organizationStrong emphasis on employee well-being and workplace flexibility Ideal Candidate Backgrounds The firm is interested in speaking with professionals currently working as: Senior Tax AssociateTax SeniorSenior Tax AccountantTax AccountantEnrolled Agent (EA)CPATax AdvisorWealth Management Tax ProfessionalFamily Office Tax ProfessionalIndividual Income Tax Specialist #insep2026