Tax Senior

About The JobReady to take the next step in your career with an industry-leading wealth management and family office advisory firm?At our firm, we serve ultra-high-net-worth families, single-family offices, foundations, and endowments, managing and advising on over $180 billion in client assets. We are united by a clear purpose: helping clients navigate complex financial landscapes with clarity and long-term support across their full wealth ecosystem. Our integrated services span tax strategy, investment advisory, estate planning, philanthropic guidance, and family governance.We are seeking a Senior Associate, Tax to join our growing Tax & Family Office Services practice. In this key role, you will serve and anticipate all of our clients' tax and family office needs in a timely, accurate, and proactive manner. If you are looking to move beyond basic tax prep, work with complex entity structures, and collaborate directly with high-net-worth families and multi-disciplinary advisors, we want you on our team.ResponsibilitiesDrive the tax return preparation process and tax estimates to produce timely, compliant filings.Input tax information and review complex individual, trust, partnership, and multi-state tax returns.Prepare and review quarterly projections and tax estimates to enable effective tax and overall financial planning for clients.Assist managers with the initial detailed review of tax returns, quarterly reports, and specialized family office projects.Leverage staff and intern support through effective delegation and clear communication regarding workflow.Proactively manage and organize client financial data, maintaining a complete, accurate family database.Assist with the preparation of comprehensive family office deliverables for client quarterly meetings.Research, recommend, and follow up on technical tax, financial planning, and ad hoc client requests.QualificationsBachelor's degree in Accounting or a related field required.3 to 5 years of public accounting tax experience with a CPA firm serving high-net-worth families, or direct Family Office Services experience.Active CPA license or progress toward CPA certification preferred.Technical proficiency in preparing and reviewing individual (1040), trust (1041), partnership (1065), and multi-state returns.Strong organizational skills and the ability to manage multiple complex engagement workflows concurrently.Excellent written and verbal communication skills, with a collaborative approach to delegating work and building client trust.Why Join Us?Sophisticated Work Environment: Engage in integrated, high-level wealth advisory work alongside specialists in investments, estate planning, and family governance.Flexible PTO & Work-Life Support: Enjoy flexible PTO, parental leave, and workplace programs designed to support you at every stage of life.Comprehensive Benefits: Premium medical, dental, and vision coverage, flexible spending options, life insurance, and education/CPE support.Financial Security: Competitive starting base salary, discretionary annual bonus opportunities, and a robust 401(k) plan.Career Growth: Direct access to experienced leaders, continuous professional development, and structured pathways for long-term career advancement.