A respected boutique CPA firm serving high-net-worth individuals and complex entities is seeking an experienced Senior Tax Associate to join their close-knit and high-performing team. This role offers the opportunity to work on sophisticated tax engagements including multi-state filings, K-1s, trusts, and advanced tax planning, while contributing to a collaborative culture that values technical precision and work-life balance. This is an ideal opportunity for a highly skilled tax professional with strong technical aptitude and public accounting experience who enjoys working independently while supporting a team. Candidates who thrive in detail-oriented environments and take pride in accuracy and client service will excel here.

Senior Tax Associate Responsibilities:

• Prepare and review complex tax returns for high-net-worth individuals, trusts, corporations, partnerships, and private foundations
• Manage tax filings involving restricted stock, stock options, RSUs, multi-K1s, and multi-state scenarios
• Support tax planning by preparing detailed, multi-year personal income tax projections under varying scenarios
• Respond to federal and state tax authority notices and correspondence
• Collaborate directly with the Managing Partner and mentor junior staff
• Stay current on federal and state tax laws and ensure compliance
• Assist with bookkeeping and QuickBooks tasks as needed
• Review client materials and assist with documentation for tax advisory projects

Senior Tax Associate Requirements:

• Bachelor’s Degree in Accounting
• CPA or Enrolled Agent is required
• Minimum 5–7 years of experience in public accounting, focused on complex tax engagements
• Deep understanding of individual, trust, and corporate tax laws and filings
• Experience with high-net-worth clients
• Proficiency with UltraTax and QuickBooks
• Knowledge of restricted stocks, ISOs/NQSOs, RSUs, and related tax treatments
• Strong interpersonal, organizational, and problem-solving skills
• Preparing gift tax returns and trust/estate returns experience is a plus
• Handling international income, private investments, and income from multiple states is preferred
• Drafting income tax projections, estimates, and multi-scenario analyses is preferred
• Experience working with sophisticated investment vehicles and planning strategies is a plus

Benefits:

• Competitive base salary
• Two performance-based bonuses per year
• 401(k) with company match
• 100% employer-paid medical and dental for employees and dependents
• Vision insurance available
• Flexible PTO
• Week off post-tax season
• Paid holidays
• Summer Fridays off when fully staffed
• Hotel coverage if commuting monthly for remote candidates

If you are technically sound, reliable, and passionate about delivering excellence, we encourage you to apply!

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