Senior Tax Associate – High Net Worth Clients & Family Office Services

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.

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.

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.