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
Production tax returns and projections for sophisticated clients
Domain
Wealth management / High-net-worth tax planning
Deliverable
Production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Complex income tax return preparation, Tax projection modeling, Multi-state filing expertise, Private equity tax knowledge, Executive compensation tax analysis, K-1 activity management, Client data coordination, CRM system management, Thomson Reuters Suite proficiency, Process improvement
Preferred skills
CPA, EA, or JD designation, Master's in Taxation, Private equity experience, High complexity K-1 activity experience, Multi-state filing experience, Thomson Reuters experience
Technologies
Thomson Reuters Suite, Salesforce
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), Drive proactive process improvement for advisors and team members
Seniority
Senior, hands-on IC