Tax Senior

Description:

If you're looking for something different - a role where technical challenge meets flexibility and autonomy - this might be your lane. We're helping a Top National Wealth Management Firm, quietly build out a hand-picked team of Tax Seniors who are reshaping how client service looks in wealth management.

This isn't just about a bigger title. It's about working with smart, supportive people on complex and rewarding client work in the High Net Worth space, all while maintaining the kind of work-life rhythm you usually only dream about in this industry.

What You'll Do

Role

As apart of this growing team, you'll be a key player on a nimble team working with high-net-worth individuals, Real Estate, and closely held businesses. Your role will balance hands-on technical work with strategic advisory and mentorship. You'll:
 

• Lead tax compliance and planning for complex flow-through entities (partnerships, LLCs, etc.)
• Work closely with clients to identify tax issues and develop proactive planning strategies
• Manage project timelines, workflow, and review deliverables for accuracy and technical quality
• Coach and mentor junior staff, while contributing to internal firm growth initiatives
• Participate in developing new client relationships and expanding services with existing ones
• Research sophisticated tax matters and present findings in a practical, client-friendly way
• Collaborate across departments in a culture that prioritizes teamwork and integrity
   

What You Bring

This Isn't An Entry Point - It's For Someone Who Already Knows The Ropes And Wants More Control And More Impact. You'll Ideally Have
 

• CPA license; Master's in Taxation a strong plus
• 2-5+ years of relevant tax experience
• Advanced knowledge of partnership taxation, flow-throughs, and compliance
• Experience with HNW Individuals and Real Estate clients
• Strong research and communication skills - especially the ability to translate complexity into business language
• Project management skills - you know how to juggle deadlines without dropping balls
• A team-first mindset, with a real interest in mentoring others and helping the firm grow
• Experience using firm tech tools to drive better client outcomes