Senior Tax Associate
Core
Senior tax associate preparing and reviewing complex income tax returns and projections for high-net-worth individuals and family entities.
Role type
Senior IC tax accountant
Builds
Tax returns, projections, and integrated financial planning strategies
Domain
Wealth management / High-net-worth tax planning
Required skills
Complex income tax return preparation, Tax projection modeling, Multi-state filing expertise, Private equity tax knowledge, Executive compensation tax, K-1 activity handling, Client communication, CRM management (Salesforce), Thomson Reuters Suite proficiency
Preferred skills
CPA, EA, or JD designation, Master's in Taxation, Thomson Reuters experience, Private equity experience
Technologies
Salesforce, Thomson Reuters Suite
Responsibilities
Prepare and review complex income tax returns for local and nationwide high-net-worth clients, Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions, Collaborate with tax, business advisory team, and financial advisors to create integrated planning opportunities, Research, analyze, and resolve a wide range of tax issues, Communicate with clients to request data, respond to questions, and participate in client meetings as a support role, Assist with the timely completion and submission of all client-related transaction requests, Organize and maintain the CRM system (Salesforce), utilize Thomson Reuters Suite to prepare returns and projections, Drive proactive process improvement for advisors and team members
Seniority
Mid-Senior, hands-on IC
