Senior Tax Associate

Senior Tax AssociateLocation: Marion, Ohio OR Delaware, OH (In-office, Mon-Fri)Pay Range: Competitive salary based on experience ($75,000-$95,000) + overtime pay during tax season + performance bonus opportunities *Additional benefits outlined belowType: Full-Time, In PersonFirm: Alluvial Tax & Planning and Alluvial Private WealthReporting To: Megan Wilson and Lars OlsonJoin Our Team at Alluvial - At Alluvial Tax & Planning, tax professionals are trusted advisors, not just tax preparers. At Alluvial Private Wealth, we provide planning & wealth management advice to help clients realize their most important life goals. Our sister firms work closely with individuals, small businesses, and nonprofit organizations to provide proactive planning and personalized financial guidance.Position Overview - Alluvial Private Wealth is seeking an experienced Senior Tax Associate to join our growing team in a unique, year-round role that brings together tax expertise and financial planning. During tax season, this position will primarily focus on tax preparation and planning, working directly with individuals, families, and business owners across a variety of tax situations.You'll play an integral role in preparing returns, identifying planning opportunities, and helping clients make thoughtful, proactive tax decisions.Outside of peak tax season, the role will transition into our wealth management practice, where you'll have the opportunity to apply your tax knowledge within the broader context of a client's financial life. You'll support financial planning initiatives, collaborate with advisors on client strategies, and develop experience across areas of comprehensive wealth management.This structure is intentionally designed to offer something different from a traditional tax position: year-round employment, benefits, a more balanced seasonal workload, and the opportunity to expand your expertise beyond tax compliance into comprehensive financial planning.We're looking for someone who already has a strong foundation in tax and is excited by the opportunity to broaden their skill set. Prior wealth management experience is not required. We'll provide the training and support needed to develop that side of your expertise.Your Role & ResponsibilitiesYou will contribute to tax preparation, proactive planning, client service, and accounting support for individuals, small businesses, and nonprofit organizations, including but not limited to:Tax Preparation & PlanningPrepare individual income tax returns, including 1040 returnsPrepare business and nonprofit tax returns, including 1120S, 1065, and 990 returnsDevelop proactive tax planning strategies for individuals, small businesses, and nonprofit clientsResearch tax issues and recommend practical, client-focused solutionsReview tax information, workpapers, returns, and planning recommendations for accuracy, completeness, and alignment with client needsIdentify tax planning opportunities, open questions, or areas requiring additional review before client meetings or filing deadlinesClient Service & Relationship ManagementMeet directly with clients to review returns, discuss planning opportunities, and answer tax-related questionsBuild lasting client relationships through responsive, thoughtful, and professional communicationDocument client discussions, planning priorities, follow-up items, and next steps in internal systemsTrack client document requests, deadlines, open items, and tax season follow-throughCollaborate with team members to deliver exceptional client service and keep priorities moving forwardHelp ensure client deliverables are organized, accurate, polished, and prepared in a timely mannerAccounting, Bookkeeping, & Practice SupportPerform accounting and bookkeeping services for clients as neededAssist clients with QuickBooks Online and support related accounting questionsMaintain accurate client records, digital documentation, tax files, notes, and internal tracking toolsSupport technology adoption, workflow improvements, and practice management processes as assignedUse modern tax, office, and client service tools to support efficient, accurate workContribute to a collaborative, dependable, detail-oriented, and client-focused team environmentRequirementsWhat We're Looking ForRequired QualificationsBachelor's degree in Accounting or a related field with tax experience, or Enrolled Agent designation3-6 years of public accounting or tax preparation experienceExperience preparing individual 1040, S Corporation 1120S, Partnership 1065, and Nonprofit 990 tax returnsExperience with tax planning, not just tax preparationStrong communication and client relationship skills with the ability to work directly with clientsQuickBooks Online experienceExperience using Microsoft Excel, Outlook, and Lacerte Tax SoftwarePreferred QualificationsCPA or EA (Enrolled Agent) designation/certificationQuickBooks Desktop experienceExperience with practice management softwareExperience with document management systemsWhy Join Alluvial Tax & Planning?Competitive salary ($75,000-$95,000) based on experience, overtime pay during tax season, and performance bonus opportunitiesPaid vacation and paid holidaysFlexible scheduling outside of tax seasonProfessional development opportunities with modern technology and softwareStable client base with meaningful tax planning and direct client relationshipsA family-oriented, collaborative culture built on teamwork, integrity, and exceptional client service