Senior Tax Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate closely with the Tax team and Wealth Advisors to fulfill clients’ financial planning requirements.

• Prepare and review federal and state tax returns for clients.

• Assist clients with tax letters, notices, and audits.

• Evaluate the implications of US international tax reporting for foreign clients residing in the US.

• Partner with Tax Advisors to create tax projections and planning strategies.

• Aid in assessing and demonstrating software alternatives for the Tax team.

• Continuously seek opportunities to enhance processes and improve client experience.

• Assist in recruiting, hiring, training, and managing members of the Tax team.

⛳️ Requirements

• Bachelor’s degree.

• Active CPA license or EA credential is highly preferred.

• 3-5 years of relevant experience in tax services.

• Strong and confident communication skills, both written and verbal.

• Understanding of basic estate planning concepts or a willingness and aptitude to learn.

• Outstanding organizational skills.

• Unwavering reliability.

• Comfort and aptitude for using technology.

🏝️ Benefits

• Flexible work schedule.

• Health insurance.

• 401(k) plan with a 5% company match and immediate vesting.

• Paid parental leave.

• Professional Development Sponsorship.

• Complimentary Portfolio Management services for employees.

• Support for tech and home office needs.

• Wellness Wednesdays.

• Fully-paid five-week sabbaticals after seven years with the firm.