Senior Tax Associate

Senior Tax AssociateWe are seeking a knowledgeable and client-focused Senior Tax Associate to join our wealth management firm. This role is responsible for delivering high-quality tax planning, compliance, and advisory services to high-net-worth individuals and executives. The ideal candidate will have deep expertise in personal and fiduciary tax matters, strong interpersonal skills, and a passion for helping clients achieve their financial goals.Key ResponsibilitiesPrepare individual, trust, and estateProvide proactive tax planning and advisory services tailored to clients' financial situations and long-term goals.Collaborate with financial advisors, estate planners, and legal professionals to deliver integrated wealth management solutions.Represent clients in IRS and state tax audits and correspondence.Stay current on tax law changes and communicate implications to clients and internal teams.Develop and maintain strong relationships with clients, serving as a trusted advisor.Assist in onboarding new clients and evaluating their tax needs as part of the broader financial planning process.Engage in tax planning and consulting processQualificationsBachelor's degree in accounting, Finance, or related field (CPA or EA required) or working towards certification.2-5 years of experience in tax advisory, public accounting firm serving high-net-worth clients.Strong technical knowledge of individual, trust, and estate taxation.Excellent communication and client service skills.Ability to manage multiple client relationships and deadlines effectively.Experience with tax software (e.g., CCH, Sure Prep, or similar) and financial planning tools.Preferred SkillsKnowledge of investment taxation, including carried interest, K-1s, and passive activity rules.Big Four Public accounting experienceBenefitsCompensation – Base Salary + BonusNo Billable HoursPaid meals during busy seasonHealth/Medical/Dental/Vision InsuranceMentor ProgramsVoluntary benefits such as pet insurance, legal services and supplemental Life/AD&DFlexible Spending Accounts401(k) planEmployer-paid Short-Term Disability, Long-Term Disability and Life InsuranceCPA reimbursements (exam fees and review courses)Continuing Professional Education courses available in a variety of accessible formats