Senior Associate, Tax

Senior Associate, Tax Overview

• The Senior Associate, Tax role offers a unique opportunity to work with a prestigious client base, providing tailored tax and family office services.
• Collaborate with a dynamic team in a hybrid work environment, ensuring work-life balance and professional growth.
• Engage in career development opportunities, moving beyond traditional public accounting practices.
• Contribute to a supportive and purpose-driven environment focused on delivering exceptional client service.
• Leverage advanced tools and resources to enhance efficiency and work quality in tax preparation and planning.
• Play a key role in managing and organizing clients' financial information for accurate tax and financial planning.
• Join a growing organization committed to fostering a meaningful impact for clients and professionals alike.
• Access comprehensive benefits designed to support life inside and outside of work.

Senior Associate, Tax Key Responsibilities & Duties

• Drive the preparation and review of tax returns, ensuring compliance and timeliness.
• Collaborate with staff and interns to optimize workflow and communication.
• Assist managers in reviewing individual, trust, partnership, and multistate tax returns.
• Organize and manage clients' financial data for accurate family office deliverables.
• Prepare and review quarterly projections and tax estimates to support financial planning.
• Research and recommend tax strategies and financial planning solutions.
• Contribute to client meetings by preparing detailed family office deliverables.
• Perform other family office duties as required to meet client needs.

Senior Associate, Tax Job Requirements

• Bachelor’s degree in accounting or a related field is required; CPA preferred.
• 3-5 years of public accounting tax experience, preferably with high-net-worth families or family office services.
• Proficiency in using AI-powered productivity tools to enhance efficiency and collaboration.
• Strong organizational skills for managing complex financial data and tax information.
• Ability to work effectively in a hybrid environment, balancing in-office and remote tasks.
• Excellent communication skills for collaborating with team members and clients.
• Commitment to delivering high-quality service and maintaining client satisfaction.
• Knowledge of tax strategies and financial planning techniques for high-net-worth clients.