Senior Tax Associate

POSITION SUMMARY

Perform tax compliance, planning, and advisory services for a single-family office serving ultra-high-net-worth individuals and their related entities. This role operates with increased independence, manages assigned workstreams, supports complex multi-entity structures, reviews work prepared by junior staff, and collaborates with internal team members and external advisors to deliver high-quality, timely results.

KEY RESPONSIBILITIES

Tax Compliance & Planning

• Prepare and review federal and state tax returns, including individual, fiduciary, partnership, closely held entity, and transfer tax filings, as applicable to assigned clients
• Review tax returns, projections, and workpapers prepared by junior team members for accuracy, completeness, and consistency
• Prepare and review quarterly and annual tax projections
• Proactively identify tax planning opportunities and contribute to developing recommendations to improve tax efficiency
• Contribute to and support Managers in delivering tax planning and advisory insights, including contributing to client discussions and execution of planning strategies

Multi-Entity & Investment Structures

• Support tax compliance and planning across complex, multi-entity structures, including investment partnerships, trusts, and closely held entities
• Analyze K-1s, investment activity, and related tax implications, and translate findings into reporting positions and planning recommendations

Cross-Functional Collaboration & Execution

• Act as an integrated member of the client service team, supporting client meeting preparation and contributing to discussions on tax strategies and recommendations
• Partner with internal team members and external advisors (e.g., legal counsel, investment professionals) to gather information and support accurate, timely tax filings
• Actively support assigned client relationships and tax deliverables, including preparing materials for client meetings, maintaining awareness of ongoing tax compliance and planning activities, assisting with execution of tax-related action items, and supporting client communications
• Provide guidance, training, and review support to junior team members, including day-to-day direction and constructive feedback
• Take ownership of discrete workstreams for assigned clients, coordinating with internal and external stakeholders to ensure timely delivery

Research & Analysis

• Conduct tax research, interpret tax law changes, and clearly document conclusions and recommendations
• Stay current on federal, state, and local tax law developments and proactively share relevant insights within the team
• Stay current with evolving technology trends (AI, automation, data analytics); champion digital transformation and process improvement initiatives

Audit & Compliance Support

• Support responses to tax authority notices and audits, including gathering documentation, preparing responses, assisting in representing client positions, and corresponding with tax authorities as appropriate

Process Improvement & Execution

• Identify and implement enhancements to processes, documentation, and workflows to improve efficiency and effectiveness within the tax function
• Leverage technology, automation, and data tools (e.g., AI, analytics) to enhance accuracy, efficiency, scalability, and insight
• Maintain organized, audit-ready workpapers to support tax filings and analysis
• Manage multiple priorities and deadlines with attention to detail
• Support execution of administrative tasks necessary to ensure accurate and timely completion of tax filings

QUALIFICATIONS

• Bachelor’s degree in Accounting, Finance, or related field
• 4-6 years of relevant tax experience (public accounting or family office experience preferred)
• CPA, EA or JD required
• Proficiency with tax compliance software, tax research tools, and technology-enabled workflow/process improvement

CORE COMPETENCIES

• Teamwork: Working together with clear communication, shared goals, and mutual support to ensure everyone can do their best work
• Excellence: Commitment to delivering our best every day by upholding high standards with accountability, adaptability, integrity, and also empathy
• Advocacy: Championing the best interest of our colleagues and clients by supporting one another to ensure every voice is heard and every action serves the greater good
• Meaningful Connections: Fostering a shared sense of belonging by building intentional, authentic relationships grounded in trust, understanding, and collaboration
• !nnovation: Exploring better ways forward by applying new ideas and existing knowledge to drive meaningful and continuous progress
• Detail-oriented and highly organized, with strong accountability and ability to manage multiple priorities independently
• Clear communicator with strong analytical thinking, problem-solving, and sound judgment, including ability to identify, escalate, and help resolve issues
• High integrity, discretion, and professionalism in a confidential environment, with ability to build effective, collaborative relationships
• Demonstrates initiative, intellectual curiosity, and strong research skills, with commitment to continuous learning, while reviewing work and providing guidance to others