Senior Tax Associate - Registered Investment Advisor

As a member of the Tax Team, the senior tax professional is responsible for preparing and delivering individual and entity tax returns, projections, and related analysis. This role supports high‑net‑worth clients and partners closely with advisors to provide clear, accurate, and timely tax services. Ideal for someone who enjoys client interaction without the pressures of traditional public‑accounting billable hours.

Key Responsibilities

• Prepare tax returns for individuals, trusts, and businesses
• Develop quarterly estimates and projections
• Communicate clearly with clients regarding tax filings and deliverables
• Conduct tax research and summarize findings
• Respond to tax questions and prepare related analysis
• Coordinate workflow with support staff to ensure accuracy and timeliness
• Assist with tax notices and draft initial correspondence
• Stay current on tax law changes and communicate impacts to clients

Qualifications

• 1–3 years of tax experience
• Bachelor’s degree in Accounting or related field
• Strong tax code knowledge and general accounting skills
• CPA or EA obtained or in progress preferred
• Master’s in Tax a plus
• Experience with tax software platforms a plus
• Highly organized, detail‑oriented, and able to manage high‑volume workloads
• Strong communication skills and ability to explain concepts clearly

Work Environment

REMOTE & FLEXIBLE -Work from home, with the office there when you want it. No requirement to be in the office or a set number of days. Real flexibility, not just a buzzword.

Compensation

Base salary range: $95,000–$105,000, plus incentive opportunities based on experience, skills, and certifications.

Benefits

Comprehensive benefits package including medical, dental, vision, life and disability coverage, paid holidays, generous PTO, parental leave, adoption assistance, employee support programs, retirement plan with match, and additional voluntary benefits.