What are the responsibilities and job description for the Sr. Tax Associate position at CFS?
Senior Tax Associate
Metro Detroit, MI Area | Hybrid Flexibility Available Compensation: $70,000 - $130,000 Based on Experience
Join a Premier Family Office & Wealth Planning Organization
Our client is a nationally recognized family office and high-net-worth wealth planning firm providing sophisticated tax, estate, investment, and financial planning solutions to successful individuals, families, business owners, and executives.
Due to continued growth, the firm is seeking a Senior Tax Associate to join its expanding tax team. This is an outstanding opportunity for an experienced tax professional who enjoys preparing and managing individual tax returns while working directly with affluent clients in a highly collaborative environment.
Whether you are currently a Senior Tax Associate, Tax Senior, Enrolled Agent (EA), or CPA seeking greater flexibility and long-term career growth, this position offers the opportunity to build your career within a respected and growing organization.
Position Overview
The Senior Tax Associate will play a key role in preparing and reviewing complex individual income tax returns for high-net-worth individuals, executives, business owners, and family office clients. The ideal Senior Tax Associate will possess strong technical tax expertise, exceptional attention to detail, and a desire to expand into tax planning and advisory responsibilities over time.
This position provides exposure to sophisticated tax situations, direct interaction with clients, and a clear pathway for advancement within the organization.
Key Responsibilities
Required
This Senior Tax Associate position offers a unique opportunity to move beyond traditional tax compliance work and become part of a broader wealth planning and advisory team.
Highlights Include
The firm is interested in speaking with professionals currently working as:
Metro Detroit, MI Area | Hybrid Flexibility Available Compensation: $70,000 - $130,000 Based on Experience
Join a Premier Family Office & Wealth Planning Organization
Our client is a nationally recognized family office and high-net-worth wealth planning firm providing sophisticated tax, estate, investment, and financial planning solutions to successful individuals, families, business owners, and executives.
Due to continued growth, the firm is seeking a Senior Tax Associate to join its expanding tax team. This is an outstanding opportunity for an experienced tax professional who enjoys preparing and managing individual tax returns while working directly with affluent clients in a highly collaborative environment.
Whether you are currently a Senior Tax Associate, Tax Senior, Enrolled Agent (EA), or CPA seeking greater flexibility and long-term career growth, this position offers the opportunity to build your career within a respected and growing organization.
Position Overview
The Senior Tax Associate will play a key role in preparing and reviewing complex individual income tax returns for high-net-worth individuals, executives, business owners, and family office clients. The ideal Senior Tax Associate will possess strong technical tax expertise, exceptional attention to detail, and a desire to expand into tax planning and advisory responsibilities over time.
This position provides exposure to sophisticated tax situations, direct interaction with clients, and a clear pathway for advancement within the organization.
Key Responsibilities
- Prepare and review individual federal, state, and local tax returns (1040s)
- Manage high volumes of individual tax returns while maintaining exceptional accuracy
- Support the tax compliance needs of high-net-worth individuals and families
- Assist with proactive tax planning strategies and recommendations
- Analyze client financial information, tax documents, and supporting schedules
- Research tax issues and stay current on changing federal and state tax regulations
- Identify opportunities for tax savings and planning efficiencies
- Assist with tax projections and year-end planning initiatives
- Collaborate with wealth advisors, financial planners, attorneys, and other professional advisors
- Communicate directly with clients regarding tax matters and information requests
- Assist with tax notices, audits, and regulatory correspondence as needed
- Deliver outstanding client service while maintaining confidentiality and professionalism
Required
- 3 years of experience preparing individual income tax returns
- Extensive experience with Form 1040 preparation and related schedules
- Strong understanding of federal and state tax regulations
- Excellent analytical, organizational, and problem-solving skills
- Ability to manage multiple priorities and deadlines during busy seasons
- Strong written and verbal communication skills
- Enrolled Agent (EA) designation
- CPA license or CPA-track candidate
- Public accounting, family office, wealth management, or tax advisory experience
- Experience serving high-net-worth individuals and business owners
- Exposure to trusts, estates, partnerships, and closely held businesses
- Experience utilizing professional tax software platforms
This Senior Tax Associate position offers a unique opportunity to move beyond traditional tax compliance work and become part of a broader wealth planning and advisory team.
Highlights Include
- Direct exposure to affluent individuals, families, and business owners
- Opportunity to work on sophisticated tax planning strategies
- Collaborative and supportive team culture
- Career advancement opportunities beyond a traditional tax preparer role
- Strong leadership support and mentorship
- Exposure to family office and wealth management planning concepts
- Greater flexibility and work-life balance than many public accounting environments
- An opportunity for a Senior Tax Associate to grow into leadership and advisory responsibilities over time
- Competitive base salary of $70,000 - $130,000 , depending on experience, credentials, and overall qualifications
- Performance-based bonus opportunities
- Flexible and hybrid work arrangements
- Generous PTO package and paid holidays
- Comprehensive medical, dental, and vision coverage
- 401(k) retirement plan with employer contribution
- Continuing education and professional development support
- CPA and EA licensing support
- Career growth opportunities within a nationally recognized organization
- Strong emphasis on employee well-being and workplace flexibility
The firm is interested in speaking with professionals currently working as:
- Senior Tax Associate
- Tax Senior
- Senior Tax Accountant
- Tax Accountant
- Enrolled Agent (EA)
- CPA
- Tax Advisor
- Wealth Management Tax Professional
- Family Office Tax Professional
- Individual Income Tax Specialist
Salary : $70,000 - $130,000