Remote Tax Senior Associate | WFH

Job Overview

We are inviting applications for the position of Tax Senior Associate within our progressive Tax team. This role presents an exceptional opportunity to work collaboratively with our Tax Advisors and Wealth Advisors, addressing the needs of our expanding client base, which currently encompasses approximately 215 families. As a member of our team, you will play a pivotal role in enhancing our tax service offerings within a rapidly evolving environment.

Key Responsibilities

• Prepare and review federal and state tax returns, including those for gifts and trusts, for a diverse range of clients nationwide, ensuring compliance with varying state tax regulations.
• Monitor and manage quarterly estimated tax payments to ensure timely fulfillment by clients.
• Assist in drafting responses to tax-related correspondence, including notices and audits, while engaging with the IRS and state Departments of Revenue.
• Collaborate with Tax Advisors to produce forward-thinking tax projections and planning strategies for clients with distinctive financial situations.
• Conduct analyses related to wage and withholding to assist clients in achieving optimal tax withholding levels.
• Provide ongoing advisory support to clients on a variety of tax matters, undertaking necessary research to offer informed guidance.
• Evaluate and recommend alternative tax software solutions to improve team efficiency.
• Cultivate expertise in tax issues pertinent to our specialized clientele, contributing insights and updates on relevant tax law changes.
• Actively participate in the recruitment, training, and mentorship of new team members as our firm continues to grow.
  
  

Required Skills

• Excellent written and verbal communication skills, enabling effective explanation of complex topics to clients and internal teams.
• Familiarity with the unique tax concerns of high-net-worth individuals, alongside a strong desire to enhance expertise in these areas.
• Strong organizational skills, ensuring efficient processes and meticulous attention to detail.
• Basic understanding of estate planning is advantageous, accompanied by a willingness to learn.
• Proficient in technology and open to exploring innovative solutions for internal process improvements.
• Service-oriented approach, dedicated to delivering exceptional support to clients and colleagues.
• Positive and approachable demeanor, contributing to a collaborative team environment.
  
  

Qualifications

• A bachelor’s degree is required.
• An active CPA license or EA credential is strongly preferred. Candidates must meet the educational requirements for licensure upon hire if not currently certified.
• 1 to 4 years of relevant tax experience, especially in compliance for high-net-worth individuals is essential.
• A holistic perspective on tax planning, contextualizing it within broader financial goals is crucial.
• Dependability and reliability, with a commitment to completing assigned tasks efficiently.
• Receptiveness to feedback promoting ongoing professional development.
  
  

Career Growth Opportunities

Successful candidates can anticipate opportunities for advancement to a Tax Manager role within one to two years, contingent upon maintaining an active CPA license or EA credential.

Company Culture And Values

We pride ourselves on fostering a welcoming and informal workplace culture that emphasizes:

• Excellence: We prioritize exceptional service and the interests of our clients.
• Communication: Open and clear dialogue is essential to our operations.
• Continuous Improvement: We embrace growth and recognize the importance of ongoing development.
• Support and Balance: We encourage positivity and well-being in our work environment.
• Diversity and Inclusion: We are committed to creating an inclusive atmosphere that values diverse perspectives.
  
  

Compensation And Benefits

The salary for this position ranges from \(80,000 to \)115,000 based on experience and qualifications. Our philosophy is to provide above-market rates to attract and retain leading talent. Benefits include:

• Flexible work schedule, typically from 8:30 AM to 5:00 PM CT, accommodating personal and family needs.
• Comprehensive health insurance coverage, including medical, dental, vision, and long-term disability benefits.
• 401(k) plan with a 5% company match and immediate vesting.
• Paid parental leave options for both mothers and fathers.
• Annual stipends for professional development and continued learning pursuits.
• Complimentary portfolio management services for employees and their immediate families.
• Support for creating a productive home office environment.
• Wellness initiatives promoting employee well-being.
  
  

We look forward to receiving your application and discovering how you can contribute to our team’s success.

Employment Type: Full-Time