Tax Associate

Manage a client base of high-net-worth individuals, trusts, and businesses, overseeing tax quality, client satisfaction, and team development within a wealth management context. This role involves preparing and reviewing complex tax returns, providing proactive tax planning, and collaborating with wealth advisors to integrate tax strategy into financial plans.

• Manage client base of high-net-worth individuals, trusts, and businesses
• Oversee preparation and review of complex tax returns (1040, 1120S, 1065, 1120, estates, trusts)
• Serve as primary relationship manager, delivering proactive tax planning and advisory services
• Collaborate with wealth management advisors on holistic financial plans
• Manage tax deadlines, workflow, and capacity planning
• Minimum 5 years of progressive tax experience, including 2 years in a supervisory role