What's Awesome About Our Client?

·        A top nationally ranked RIA firm, committed to serving clients as a national fiduciary.

·        Work within a unique ecosystem that integrates financial planning, investment management, tax, and estate planning—all managed by one team.

·        Experience a firm that prioritizes meaningful impact on families' lives over traditional billable-hour pressures.

·        Enjoy a supportive, fast-paced environment that offers a healthier work-life balance than traditional public accounting firms, with no audit, assurance, or business development requirements.

Why this job – SENIOR TAX ASSOCIATE:

The Tax Associate acts as a vital part of the collaborative Tax Team, working directly with wealth management teams to provide tax compliance and analytical services to high-net-worth clients. This role is responsible for preparing income tax returns, creating quarterly estimates, and delivering actionable projections. You will work on diverse tax matters, collaborate closely with a dedicated group of EAs, CPAs, and accountants, and support day-to-day client service. This is an ideal role for an eager tax professional who wants to grow their expertise in individual and entity tax preparation within an innovative, relationship-driven firm.

What You'll Actually Do:

• Prepare tax returns for high-net-worth individuals, trusts, and businesses; create quarterly estimates and projections.
• Serve as a reliable point of contact to respond to tax questions, estimates, and analysis alongside both tax and wealth management clients.
• Coordinate with tax support staff to ensure timely workflow practices and data integrity.
• Work with the tax staff to respond to tax notices, handle initial preparation of correspondence, and stay up to date on evolving tax laws to advise on client impact.

To Be Successful in This Role, You Will Need:

• Bachelor’s degree in Accounting or a related field required.
• 3+ years of experience working in public accounting or an equivalent tax preparation environment.
• Obtained or plan to obtain CPA or EA is a plus.
• Experience with high-net worth clients.
• Individual and Business return experience (1040, 1120, 1120-S).
• Strong tax preparation knowledge; experience with CCH Axcess preferred.
• Personable, superior communication skills, highly organized, and detail-oriented with excellent time-management abilities.
• Proven ability to handle a large volume of activities at one time in a fast-paced environment.

Where and How Much:

• Target Compensation: $100K - $100K, 10% bonus
• 100% REMOTE, Located in Northeast, U.S.
• 3 weeks PTO, medical, 401(k) with match
• 14 Company Paid Holidays including a full week off at Thanksgiving.