What are the responsibilities and job description for the Tax Associate - Experienced Staff or Senior position at PeopleCaddie?
Job Description
Tax Staff or Senior – High Net Worth (Hybrid – Cleveland, OH)
Compensation: $75,000 – $120,000 base salary, depending on experience
Staff-level candidates (1–2 years) typically fall in the $75K–$95K range, while experienced Seniors may earn up to $120K.
We’re working with a growing professional services firm seeking a Tax Staff or Senior to join their high net worth (HNW) practice. This role offers hands-on experience with complex tax compliance and planning for affluent individuals, families, and trusts. The ideal candidate is looking to expand their expertise in a collaborative, fast-paced environment that values technical growth and client service.
Key Responsibilities
#PCFA #TaxJobs #HighNetWorth #ClevelandCareers
Tax Staff or Senior – High Net Worth (Hybrid – Cleveland, OH)
Compensation: $75,000 – $120,000 base salary, depending on experience
Staff-level candidates (1–2 years) typically fall in the $75K–$95K range, while experienced Seniors may earn up to $120K.
We’re working with a growing professional services firm seeking a Tax Staff or Senior to join their high net worth (HNW) practice. This role offers hands-on experience with complex tax compliance and planning for affluent individuals, families, and trusts. The ideal candidate is looking to expand their expertise in a collaborative, fast-paced environment that values technical growth and client service.
Key Responsibilities
- Prepare and/or review individual tax returns (Form 1040), including multi-state filings for HNW individuals and families
- Assist in preparing fiduciary tax returns (Form 1041) for trusts
- Support development and execution of tax-efficient strategies tailored to each client’s financial and estate planning goals
- Remain current on tax regulations and industry updates to ensure compliant, proactive guidance
- Collaborate with team members on estate, trust, and wealth transfer strategies
- Deliver responsive, high-quality client service and build long-term relationships based on trust and expertise
- Work closely with internal teams to ensure accurate, timely filings
- Mentor junior team members, contributing to a supportive and growth-oriented team culture
- Bring initiative and attention to detail to every aspect of the role
- Bachelor’s degree in Accounting (required)
- CPA license or on track to obtain it
- 1–3 years of tax experience, ideally focused on high net worth individuals, families, and/or trusts
- Strong communication skills and ability to explain complex tax concepts clearly
- Proficiency in Microsoft Excel, Outlook, Word, and Adobe; experience with tax software is a plus
- Motivated to learn, grow, and succeed in a client-focused environment
#PCFA #TaxJobs #HighNetWorth #ClevelandCareers
Salary : $75,000 - $120,000
