Senior Tax Associate - UHNW
Listed on 2026-11-05
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Accounting
Tax Advisor, Tax Accountant, Tax Manager, Public Accounting -
Finance & Banking
Tax Advisor, Tax Accountant, Tax Manager
Are you a Senior Tax Associate with ultra-high-net-worth client experience looking to step away from the pressures of traditional public accounting? Join a leading financial services organization where you'll work with sophisticated UHNW clients, gain exposure to complex tax matters, and enjoy a non-billable hours environment focused on client outcomes rather than utilization targets.
Who you are:- Bachelors degree in Accounting, Finance, or adjacent field
- 3+ years of public accounting tax experience
- Extensive experience supporting ultra-high-net-worth (UHNW) clients is required
- Experience preparing individual, trust, partnership, S-Corp, and other closely held business tax returns
- CPA, EA, or actively pursuing professional certification preferred
- Prepare tax returns for ultra-high-net-worth individuals, trusts, and closely held businesses
- Develop tax projections, quarterly estimates, and planning analyses for clients
- Research complex tax issues and communicate recommendations to clients and internal advisors
- Partner with wealth management professionals to deliver a high-touch client experience
- UHNW specialization:
Focus your practice on sophisticated ultra-high-net-worth clients and complex tax matters - Quality over utilization:
Enjoy a non-billable hours environment focused on client service and outcomes rather than chargeable hour targets - Client service focus:
No business development or sales responsibilities - Reasonable busy season expectations:
Typically 50-55 hours during busy season and 40-45 hours during non-busy season
Compensation is determined by several factors which may include skillset, experience level, and education.
The expected range for this role is $100,000 - $110,000 on base per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.
We actively support and promote people of various backgrounds, from race, religion, gender to geographical area, university, lifestyle, and personality type.
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