Flexible Hybrid Schedule, Ready to move beyond traditional tax compliance and become a trusted advisor to high-net-worth individuals and families?
This Jobot Job is hosted by: Mark C. Johnson Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume. Salary: $120,000 - $140,000 per year
A bit about us:
Our client is a leading independent wealth management and family office firm serving high-net-worth individuals, families, executives, entrepreneurs, and institutions across the United States.
The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof. Clients rely on the firm not only for technical expertise, but for trusted advice across all aspects of their financial lives.
With continued growth and a strong reputation for excellence, the firm offers professionals the opportunity to work on sophisticated client engagements while building long-term, meaningful client relationships.
Why join us?
Unlike traditional public accounting environments, this role offers exposure to a broad range of advisory services that extend well beyond tax compliance.
You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm values collaboration, professional growth, and delivering an exceptional client experience.
Highlights include:
Competitive compensation package ($120,000 – $140,000) Annual bonus opportunity (20%) Comprehensive medical, dental, and vision coverage beginning on day one 401(k) plan with company match Flexible PTO policy Paid parental leave Financial support for advanced education and professional certifications Commuter benefits Opportunities for community involvement and volunteer service Exposure to sophisticated high-net-worth tax planning and family office engagements A collaborative culture focused on long-term professional development
This is an excellent opportunity for a tax professional seeking greater client interaction, advisory exposure, and a career path beyond traditional public accounting.
Job Details
The Senior Tax Associate will play a key role in delivering tax compliance, tax planning, financial administration, and family office services to high-net-worth individuals and families.
This position combines technical tax expertise with client relationship management and financial oversight responsibilities. The successful candidate will work directly with clients and collaborate closely with members of their broader wealth management teams to provide comprehensive financial support and exceptional service.
Key Responsibilities
Tax Compliance & Planning Prepare and review individual, business, trust, and fiduciary income tax returns, including multi-state filings Prepare and review tax projections, estimated tax calculations, and planning analyses Respond to tax notices and assist with tax audits and examinations Conduct tax research and support special projects Review payroll tax filings and various information return filings
Family Office & Financial Administration Provide business management, financial administration, and financial concierge services for multiple clients Review bookkeeping activities, including general ledger postings, payroll processing, bank reconciliations, and financial statement preparation Monitor and review client financial reporting, budgets, cash flow analyses, spending reports, and financial plans Assist with forensic accounting and financial analyses related to matrimonial matters Coordinate with advisors, attorneys, accountants, and other members of clients' professional teams
Client Relationship Management Develop and maintain strong relationships with high-net-worth clients and their families Serve as a trusted resource and responsive point of contact for client requests Participate in all business aspects of client engagements, including billing, collections, and maintaining profitability Deliver a high level of service while managing multiple client relationships and deadlines
Qualifications Bachelor's degree in Accounting required Master's in Taxation preferred CPA license preferred; CFP designation a plus 5–7 years of high-net-worth tax experience within a public accounting, family office, or wealth management environment Strong experience preparing and reviewing complex individual income tax returns Knowledge of tax planning, financial planning, and financial administration concepts Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online) Excellent analytical, organizational, and problem-solving skills Strong verbal and written communication abilities Ability to manage multiple priorities and deadlines in a fast-paced environment Demonstrated professionalism, integrity, dependability, and commitment to client service What Success Looks Like
The ideal candidate is technically strong, detail-oriented, and highly organized, but also enjoys working directly with clients and helping them solve complex financial challenges. They are comfortable balancing tax responsibilities with broader financial administration and family office services while maintaining exceptional attention to detail and client satisfaction.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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