What are the responsibilities and job description for the Senior Associate - Tax Services position at ASPIRIANT LLC?
We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
- Collaborative work environment where together we achieve more
- Environment supportive to learning and growing your career
- Continuing education assistance program
- 401(k) with company match
- Bonus program
- Company contribution up to 95% for health insurance
- Hybrid work arrangement
How you will contribute:
- Prepare and review individual income tax returns and related workpapers, including partnerships, corporations, trusts, foundations, and gift returns.
- Prepare or review quarterly estimates, projections, and assist with complex tax planning engagements.
- Research technical tax matters and help develop recommendations for clients and internal teams.
- Assist with tax audits, notices, and correspondence with taxing authorities.
- Partner with wealth managers, clients, and client service teams to ascertain, track, and preserve data needed for tax preparation and planning.
- Manage multiple engagements and competing deadlines while ensuring timely delivery and accuracy of client work.
- Review work for completeness, identify planning opportunities, and apply strong analytical and problem-solving skills.
- Serve as a day-to-day contact for clients and internal stakeholders, communicating tax matters clearly and professionally.
- Mentor and provide guidance to Associates and other developing team members; oversee onboarding and knowledge sharing.
- Demonstrate initiative and leadership in improving workflows, identifying efficiencies, and contributing to team operations.
- Maintain confidentiality and exercise sound professional judgment in handling sensitive client information.
- Assist with ad hoc projects and process improvement initiatives.
Is this you?
An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine.
The attributes and talents that lead to success in the role are:
Knowledge:
- Strong foundation in individual and entity taxation, including partnerships, corporations, trusts, and gift taxation.
- Experience with professional tax software and electronic workpaper systems.
- Understanding of wealth management and high-net-worth client service environments.
- Awareness of confidentiality standards, ethical responsibilities, and regulatory compliance expectations.
Skills:
- Proficiency with Microsoft Excel and Word.
- Strong written and verbal communication skills , including the ability to explain complex tax matters clearly.
- Strong analytical and problem-solving capabilities.
- Excellent organizational skills with attention to detail and follow-through.
- Professional presence with strong interpersonal and relationship-building skills.
Abilities:
- Ability to manage multiple engagements and competing priorities in a fast-paced environment.
- Ability to work independently while coordinating effectively across teams.
- Demonstrated ownership mindset with proactive follow-through and accountability.
- Ability to review work for accuracy and identify planning opportunities.
- Ability to mentor and support developing team members.
- Adaptability, curiosity, and a continuous learning mindset.
Experience and Education:
We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:
- Bachelor’s degree in Accounting (or equivalent with accounting coursework).
- Minimum 3-5 years of experience in tax or public accounting.
- CPA license, CPA eligibility with progress toward completion, or Master’s in Taxation/MBT preferred.
Physical Demands and Work Environment:
Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.
Aspiriant is committed to diversity, inclusion and belonging.
A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.
www.aspiriant.com
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.
Salary : $85,000 - $125,000