Tax Senior Associate

Role Description

We seek a Tax Senior Associate to join the Tax team at Geometric. The Tax Senior Associate will work alongside our current Tax team (two Tax Advisors and two Tax Senior Associates) and collaborate with our Wealth Advisors and Financial Planning team to serve our approximately 250 (and growing quickly) client families. Tax services are a critical part of our client value proposition and this role presents an opportunity to help build the Tax team and advance quickly within a high growth environment.

Responsibilities

• Work closely with the Tax team and Wealth Advisors to meet our clients’ holistic financial planning needs by contributing to the tax services that we provide.
• Tax compliance:
  • Prepare and review federal and state returns (as well as any associated gift tax returns, trust returns, etc.) for our clients.
  • Periodically assess the need for quarterly estimated tax payments and ensure that all necessary payments are made by our clients.
  • Assist clients with any tax letters, notices, and audits, which includes drafting responses and communicating with the IRS and various state Departments of Revenue.
  • Assess implications of US international tax reporting for our foreign clients living in the US who have foreign bank accounts, assets, and income.
• Tax planning/consulting:
  • Collaborate with Tax Advisors to produce and review tax projections and tax planning for a subset of our clients.
  • Perform and review wage and withholding analyses to help clients achieve their preferred level of tax withholding.
  • Provide year-round assistance in consulting on tax matters/questions that come up, researching relevant topics as needed.
  • Help evaluate and demo any alternatives to current software being used by the Tax team.
  • Continually search for ways to improve the Tax team’s and the firm’s processes and client experience.
  • Help to recruit, hire, train, and manage others on the Tax team as the firm continues to grow.

Hourly Work Expectations

Our tax services are bundled with our core offering and our Tax team members do not track hours. There are no billable hour requirements and the below represents total work hour expectations. We value flexibility and balance, but the constraints of tax season will inevitably lead to hours that exceed our standard working hours. For our Tax team, we target an average of 55 hours per week during the busy seasons leading up to the 4/15 and 10/15 deadlines, with hours ranging from 50 to 60 hours per week.

Career Path

Based on our current needs and growth rate, we would expect that a successful Tax Senior Associate would progress to Tax Manager within one to two years, dependent on obtaining (or maintaining) an active CPA license or EA credential.

Qualifications

• Bachelor’s degree.
• Active CPA license or EA credential strongly preferred.
• 3-5 years of relevant work experience in tax services for high-net-worth individuals.
• Clear and confident communication, both in writing and orally.
• Experience in and comfort with the tax topics relevant to Geometric’s niche client audience.
• A “planning mindset.”
• Knowledge of the basics of estate planning or willingness and aptitude to learn.
• Exceptional organizational skills.
• Airtight reliability.
• Aptitude for and comfort with technology.
• Knowledge of technology relevant to our tax practice.
• Comfort with receiving feedback with the goal of continuous professional growth.
• Service-minded, both in providing excellent service to our clients and to the rest of our team.
• Fun to work with and enjoyable to be around.

Location

Anywhere within the continental U.S. We strive to find the best people, and we use technology that allows us to operate as a team regardless of location.

Compensation

The compensation range for this role is $90,000 to $125,000. Placement within this range depends on experience and qualifications.

Benefits

• Flexible work schedule.
• Health insurance.
• 401(k) including 5% company match with immediate vesting.
• Paid parental leave after welcoming biological or adopted children.
• Professional Development Sponsorship.
• Portfolio Management at no charge.
• Tech/home office needs support.
• Wellness Wednesdays.
• Sabbaticals after seven years with the firm.

Culture

Our firm is small, friendly, and informal. Our team strives to uphold our four core values:

• Excellence.
• Overcommunication.
• Continuous Improvement.
• Support and Balance.
• Diverse Perspectives.

Typical Interview/Evaluation Process

The typical process includes:

• First-round interview, typically with a member of the Tax team.
• Second-round interview, with existing Tax team members.
• Written simulation exercise.
• Final-round interview, typically with Geometric’s CEO and COO.