Remote - Senior Tax Associate

* Additional benefits outlined below

$75,000-$95,000 Base Salary + overtime pay during tax season + performance bonus opportunities
* Additional benefits outlined below

Full-Time

Alluvial Tax & Planning and Alluvial Private Wealth

Fully Remote (U.S.

-Based Only) | Must be available during standard Central Time business hours. Physical offices located in Marion and Delaware, Ohio.

4+ years of progressive professional tax preparation experience, preferably within a public accounting or tax advisory environment.

Alluvial Private Wealth is seeking an experienced Senior Tax Associate to join our growing team in a unique, fully remote opportunity that combines advanced tax preparation, proactive tax planning, and exposure to comprehensive wealth management.

During tax season, you'll take ownership of individual and business tax returns, work directly with clients on complex tax matters, and identify opportunities to deliver proactive, strategic tax guidance. Outside of peak tax season, you'll transition into supporting our wealth management practice, collaborating with financial advisors and applying your tax expertise to broader financial planning strategies.

What makes this opportunity different? You'll enjoy year-round employment, overtime compensation during tax season, greater scheduling flexibility during the remainder of the year, and the opportunity to expand your expertise beyond traditional tax compliance. We're looking for an experienced tax professional who can work independently, confidently manage client relationships, and contribute meaningful tax planning expertise from day one.

Prior wealth management experience is not required. We'll provide the training and support to help you develop that side of your career.

• Prepare individual income tax returns, including 1040 returns
• Prepare business and nonprofit tax returns, including 1120S, 1065, and 990 returns
• Develop proactive tax planning strategies for individuals, small businesses, and nonprofit clients
• Research tax issues and recommend practical, client-focused solutions
• Review tax information, work papers, returns, and planning recommendations for accuracy, completeness, and alignment with client needs
• Identify tax planning opportunities, open questions, or areas requiring additional review before client meetings or filing deadlines

• Meet directly with clients to review returns, discuss planning opportunities, and answer tax-related questions
• Build lasting client relationships through responsive, thoughtful, and professional communication
• Document client discussions, planning priorities, follow-up items, and next steps in internal systems
• Track client document requests, deadlines, open items, and tax season follow-through
• Collaborate with team members to deliver exceptional client service and keep priorities moving forward
• Help ensure client deliverables are organized, accurate, polished, and prepared in a timely manner

• Perform accounting and bookkeeping services for clients as needed
• Assist clients with Quick Books Online and support related accounting questions
• Maintain accurate client records, digital documentation, tax files, notes, and internal tracking tools
• Support technology adoption, workflow improvements, and practice management processes as assigned
• Use modern tax, office, and client service tools to support efficient, accurate work
• Contribute to a collaborative, dependable, detail-oriented, and client-focused team environment

• Bachelor’s degree in Accounting or a…