Senior Tax Associate

Perform tax compliance, planning, and advisory services for a single-family office serving ultra-high-net-worth individuals and their related entities. This role operates with increased independence, manages assigned workstreams, supports complex multi-entity structures, reviews work prepared by junior staff, and collaborates with internal team members and external advisors to deliver high-quality, timely results.

KEY RESPONSIBILITIES

Tax Compliance & Planning Prepare and review federal and state tax returns, including individual, fiduciary, partnership, closely held entity, and transfer tax filings, as applicable to assigned clients Review tax returns, projections, and workpapers prepared by junior team members for accuracy, completeness, and consistency Prepare and review quarterly and annual tax projections Proactively identify tax planning opportunities and contribute to developing recommendations to improve tax efficiency Contribute to and support Managers in delivering tax planning and advisory insights, including contributing to client discussions and execution of planning strategies Multi-Entity & Investment Structures Support tax compliance and planning across complex, multi-entity structures, including investment partnerships, trusts, and closely held entities Analyze K-1s, investment activity, and related tax implications, and translate findings into reporting positions and planning recommendations Cross-Functional Collaboration & Execution Act as an integrated member of the client service team, supporting client meeting preparation and contributing to discussions on tax strategies and recommendations Partner with internal team members and external advisors (e.g., legal counsel, investment professionals) to gather information and support accurate, timely tax filings Actively support assigned client relationships and tax deliverables, including preparing materials for client meetings, maintaining awareness of ongoing tax compliance and planning activities, assisting with execution of tax-related action items, and supporting client communications Provide guidance, training, and review support to junior team members, including day-to-day direction and constructive feedback Take ownership of discrete workstreams for assigned clients, coordinating with internal and external stakeholders to ensure timely delivery Research & Analysis Conduct tax research, interpret tax law changes, and clearly document conclusions and recommendations Stay current on federal, state, and local tax law developments and proactively share relevant insights within the team Stay current with evolving technology trends (AI, automation, data analytics); champion digital transformation and process improvement initiatives Audit & Compliance Support Support responses to tax authority notices and audits, including gathering documentation, preparing responses, assisting in representing client positions, and corresponding with tax authorities as appropriate Process Improvement & Execution Identify and implement enhancements to processes, documentation, and workflows to improve efficiency and effectiveness within the tax function Leverage technology, automation, and data tools (e.g., AI, analytics) to enhance accuracy, efficiency, scalability, and insight Maintain organized, audit-ready workpapers to support tax filings and analysis Manage multiple priorities and deadlines with attention to detail Support execution of administrative tasks necessary to ensure accurate and timely completion of tax filings

QUALIFICATIONS

Bachelor's degree in Accounting, Finance, or related field 4-6 years of relevant tax experience (public accounting or family office experience preferred) CPA, EA or JD required Proficiency with tax compliance software, tax research tools, and technology-enabled workflow/process improvement

CORE COMPETENCIES

Teamwork : Working together with clear communication, shared goals, and mutual support to ensure everyone can do their best work Excellence : Commitment to delivering our best every day by upholding high standards with accountability, adaptability, integrity, and also empathy Advocacy : Championing the best interest of our colleagues and clients by supporting one another to ensure every voice is heard and every action serves the greater good Meaningful Connections : Fostering a shared sense of belonging by building intentional, authentic relationships grounded in trust, understanding, and collaboration Innovation : Exploring better ways forward by applying new ideas and existing knowledge to drive meaningful and continuous progress Detail-oriented and highly organized, with strong accountability and ability to manage multiple priorities independently Clear communicator with strong analytical thinking, problem-solving, and sound judgment, including ability to identify, elevate, and help resolve issues High integrity, discretion, and professionalism in a confidential environment, with ability to build effective, collaborative relationships Demonstrates initiative, intellectual curiosity, and strong research skills, with commitment to continuous learning, while reviewing work and providing guidance to others #J-18808-Ljbffr Fiduciary Counselling, Inc.