Senior Tax Associate

Base pay range

$/yr - $/yr

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.

The senior tax associate works directly with the tax team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

• Enjoy team collaboration
• Thrive in a healthy company culture that recognizes success
• Want to learn and grow your current skill set
• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others

• Build and maintain client relationships aimed at client retention; support clients as it relates to planning, projects and compliance requirements
• Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
• Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
• Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
• Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through compliance, practice management, etc.
• Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
• Present complete, timely and accurate client deliverables
• Compliance to the Firm’s quality control standards
• Additional projects, furthering the service of clients, as needed
• 3+ years of related experience skills and knowledge

• Bachelor’s degree, Accounting or Finance

• Proficiency in Microsoft Office including Word, Outlook, and Excel
• Familiarity with tax software programs
• Positive attitude toward client relations to provide exceptional, proactive client service
• Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
• Highly organized with strong analytical skills, creative problem solving and strong research capabilities
• Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks
• Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
• Clear communicator with strong interpersonal writing & presentation skills

Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available.

• $100,000-$130,000 per year
• Hybrid schedule-3 days in office

Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave

• Associate

• Full-time

• Accounting/Auditing
• Finance
• Human Resources

• Insurance
• Financial Services
• Insurance Agencies and Brokerages

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