Senior Tax Associate

• A top nationally ranked RIA firm, committed to serving clients as a national fiduciary.
• Work within a unique ecosystem that integrates financial planning, investment management, tax, and estate planning—all managed by one team.
• Experience a firm that prioritizes meaningful impact on families' lives over traditional billable-hour pressures.
• Enjoy a supportive, fast-paced environment that offers a healthier work-life balance than traditional public accounting firms, with no audit, assurance, or business development requirements.

The Tax Associate acts as a vital part of the collaborative Tax Team, working directly with wealth management teams to provide tax compliance and analytical services to high-net-worth clients. This role is responsible for preparing income tax returns, creating quarterly estimates, and delivering actionable projections. You will work on diverse tax matters, collaborate closely with a dedicated group of EAs, CPAs, and accountants, and support day-to-day client service.

This is an ideal role for an eager tax professional who wants to grow their expertise in individual and entity tax preparation within an innovative, relationship-driven firm.

• Prepare tax returns for high-net-worth individuals, trusts, and businesses; create quarterly estimates and projections.
• Serve as a reliable point of contact to respond to tax questions, estimates, and analysis alongside both tax and wealth management clients.
• Coordinate with tax support staff to ensure timely workflow practices and data integrity.
• Work with the tax staff to respond to tax notices, handle initial preparation of correspondence, and stay up to date on evolving tax laws to advise on client impact.

• Bachelor’s degree in Accounting or a related field required.
• 3+ years of experience working in public accounting or an equivalent tax preparation environment.
• Obtained or plan to obtain CPA or EA is a plus.
• Experience with high-net worth clients.
• Individual and Business return experience (1040, 1120, 1120-S).
• Strong tax preparation knowledge; experience with CCH Axcess preferred.
• Personable, superior communication skills, highly organized, and detail-oriented with excellent time-management abilities.
• Proven ability to handle a large volume of activities at one time in a fast-paced environment.

• 100% REMOTE, Located in Northeast, U.S.
• 3 weeks PTO,medical, 401(k) with match
• 14 Company Paid Holidays including a full week off at Thanksgiving.