Senior Tax Associate

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This range is provided by Steel Peak Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Steel Peak Tax Consulting is a division of Steel Peak Wealth, a comprehensive wealth management firm offering family office services, investment advisory, and tax consulting. We serve high-net‑worth individuals, families, and closely held businesses with personalized, sophisticated financial solutions.

We are seeking a highly skilled and detail‑oriented Senior Tax Associate to join our growing tax team. This hands‑on role involves the preparation of individual, corporate, partnership, and trust tax returns, along with accounting support. You’ll work closely with experienced professionals to deliver high‑quality service to a range of clients—from small businesses to high‑net‑worth individuals.

• Prepare individual, partnership, trust and corporation tax returns
• Ensure tax filings are complete, accurate, and compliant with current laws
• Support full‑cycle accounting, including adjusting journal entries
• Work within Quick Books, Quick Books Online (QBO), Sage
• Review client financials and source documents, flag inconsistencies
• Maintain thorough, organized work papers for internal review
• Occasionally assist with client questions and follow‑up documentation

• 5+ years of hands‑on experience with federal income tax preparation
• 5+ years of experience with Quick Books, QBO, and Sage
• Strong experience working with small business and high‑net‑worth clients
• Detail‑oriented with excellent organizational skills
• CPA or EA designation preferred (or actively working toward it)
• Experience with CCH Axcess Suite a plus

• Flexible hybrid work structure
• Paid Time Off accrual
• 401(k) with company match (eligible after one year)
• Collaborative, supportive team environment
• Exposure to diverse and sophisticated financial situations
• Long‑term professional growth within a client‑focused firm

Mid‑Senior level

Full‑time

Accounting/Auditing and Finance

Industries:
Financial Services and Accounting

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