Senior Tax Associate
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Job Description
Senior Tax Associate preparing individual, business, and nonprofit returns for Alluvial Tax & Planning. Delivering proactive tax planning and supporting wealth management clients remotely.
Responsibilities:
- Prepare individual income tax returns, including 1040 returns
- Prepare business and nonprofit tax returns, including 1120S, 1065, and 990 returns
- Develop proactive tax planning strategies for individuals, small businesses, and nonprofit clients
- Research tax issues and recommend practical, client-focused solutions
- Review tax information, workpapers, returns, and planning recommendations for accuracy and completeness
- Identify tax planning opportunities, open questions, and areas requiring additional review
- Meet directly with clients to review returns, discuss planning opportunities, and answer tax-related questions
- Build lasting client relationships through responsive, thoughtful, and professional communication
- Document client discussions, planning priorities, follow-up items, and next steps
- Track client document requests, deadlines, open items, and tax-season follow-through
- Collaborate with team members to deliver exceptional client service
- Ensure client deliverables are organized, accurate, polished, and timely
- Perform accounting and bookkeeping services for clients as needed
- Assist clients with QuickBooks Online and related accounting questions
- Maintain accurate client records, digital documentation, tax files, notes, and internal tracking tools
- Support technology adoption, workflow improvements, and practice management processes
- Use modern tax, office, and client service tools
- Support the wealth management practice outside peak tax season by collaborating with financial advisors and applying tax expertise to broader financial planning strategies
Requirements:
- Bachelor’s degree in Accounting or a related field with tax experience, or Enrolled Agent designation
- 4+ years of progressive professional tax preparation experience, preferably within a public accounting or tax advisory environment
- Experience preparing individual 1040, S Corporation 1120S, Partnership 1065, and Nonprofit 990 tax returns
- Ability to independently prepare complex individual and business tax returns, including identifying and resolving technical tax issues
- Experience managing multiple client engagements, competing deadlines, and deliverables with minimal supervision
- Ability to identify proactive tax planning opportunities and communicate recommendations directly to clients
- Strong communication and client relationship skills with the ability to work directly with clients
- QuickBooks Online experience
- Experience using Microsoft Excel, Outlook, and Lacerte Tax Software
- Must be available during standard Central Time business hours
- Active CPA or EA designation preferred
- Experience preparing nonprofit 990 and/or trust and estate 1041 returns preferred
- Experience with QuickBooks Desktop, practice management software, and document management systems preferred
- Previous experience supporting high-net-worth individuals, business owners, or clients with complex financial circumstances preferred
Benefits:
- Overtime pay during tax season
- Performance bonus opportunities
- Year-round employment
- Greater scheduling flexibility outside tax season
- Paid vacation
- Paid holidays
- Flexible scheduling outside of tax season
- Professional development opportunities with modern technology and software
- Training and support to develop wealth management expertise
- Stable client base with meaningful tax planning and direct client relationships
- Family-oriented, collaborative culture built on teamwork, integrity, and exceptional client service
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