Senior Tax Associate OOJ

Job Description

Helping clients meet their tax obligations. Managing the impact of tax on the clients' business. Helping businesses with tax strategy.

We are seeking a Senior Tax Associate to provide estate planning and tax compliance services for high-net-worth clients. This role involves preparing individual, fiduciary, gift, and estate tax returns, conducting tax research, and managing client relationships. The position offers strong career growth potential and the opportunity to work with experienced professionals in a fast-paced environment.

• Prepare individual, fiduciary, gift, and estate tax returns.
• Provide estate and financial planning compliance services.
• Oversee fiduciary accountings for estates and trusts.
• Review client tax information and ensure high-quality service delivery.
• Conduct tax research and respond to inquiries from tax authorities.
• Build and maintain strong client relationships.

• Bachelor’s degree in Accounting; MST preferred.
• CPA or progress toward certification, including 150-credit requirement.
• 3+ years of tax experience in a public accounting firm.
• Experience with individual, estate, trust, and gift tax preparation.
• Knowledge of federal, state, and local tax laws.
• Strong analytical, communication, and organizational skills.
• Proficiency in Microsoft Office.

This role offers the chance to work with high-net-worth clients on complex trust and estate tax issues while building strong client relationships. The position provides a clear path for career advancement and the opportunity to develop expertise in estate planning and tax strategy in a supportive, collaborative environment.

OOJ - 33693