Senior Tax Associate; Wealth Management Firm

As a member of the Tax Team, the senior tax professional is responsible for preparing and delivering individual and entity tax returns, projections, and related analysis. This role supports high‑net‑worth clients and partners closely with advisors to provide clear, accurate, and timely tax services. Ideal for someone who enjoys client interaction without the pressures of traditional public‑accounting billable hours.

• Prepare tax returns for individuals, trusts, and businesses
• Develop quarterly estimates and projections
• Communicate clearly with clients regarding tax filings and deliverables
• Conduct tax research and summarize findings
• Respond to tax questions and prepare related analysis
• Coordinate workflow with support staff to ensure accuracy and timeliness
• Assist with tax notices and draft initial correspondence
• Stay current on tax law changes and communicate impacts to clients

• 1–3+ years of tax experience
• Bachelor’s degree in Accounting or related field
• Strong tax code knowledge and general accounting skills
• CPA or EA obtained or in progress preferred
• Experience with tax software platforms a plus
• Highly organized, detail‑oriented, and able to manage high‑volume workloads
• Strong communication skills and ability to explain concepts clearly

Hybrid role with flexibility to work from home or in the office. Standard business hours with occasional extended hours during peak tax periods.

Base salary range: $95,000–$105,000
, plus incentive opportunities based on experience, skills, and certifications.

Comprehensive benefits package including medical, dental, vision, life and disability coverage, paid holidays, generous PTO, parental leave, adoption assistance, employee support programs, retirement plan with match, and additional voluntary benefits.