Senior Tax Associate Location: Hybrid Schedule Type: Direct Hire Presented by: The Intersect Group Company Overview We are supporting a fast-growing, partner-led advisory organization that provides comprehensive wealth, tax, and financial planning services to ultra-high-net-worth families, family offices, and mission-driven institutions. The firm is known for its national footprint, collaborative culture, and commitment to delivering a truly holistic client experience. With continued expansion across multiple offices and service lines, this environment offers exceptional professional development opportunities and direct exposure to sophisticated client engagements. Employees benefit from a supportive culture that values innovation, expertise, and long-term career growth. Role Summary The Senior Tax Associate will play a key role in delivering high-quality tax compliance and planning services for complex family groups and multi-entity structures. This position supports a wide range of client needs including preparation and review of individual, trust, partnership, and multi-state returns, as well as quarterly projections and estimates.
You will work closely with managers, directors, and cross-functional teams to maintain accurate client information, lead elements of the tax preparation process, and support ongoing family office deliverables throughout the year. This role provides meaningful exposure to sophisticated tax matters with clear pathways for advancement. Key Responsibilities
Prepare and review complex individual, trust, partnership, and multi-state tax returns
Assist with initial detail review of tax filings, quarterly reports, and family office projects
Prepare and analyze quarterly tax projections and estimates used for planning
Organize, manage, and maintain complete and accurate financial information for assigned clients
Support preparation of quarterly meeting deliverables for families and internal teams
Conduct tax research and provide recommendations for planning strategies and ad hoc client requests
Drive the tax preparation workflow to ensure timely, accurate, and compliant filings
Leverage staff and interns through clear communication and effective task delegation
Support additional family office activities including entity structuring, planning support, and related services
Key Requirements
Bachelor’s degree in Accounting or related field
Three or more years of public accounting tax experience serving high-net-worth individuals or family office clients
Strong blend of individual, trust, and partnership tax experience
CPA strongly preferred; candidates must have completed the education requirements and ideally passed one or more sections
Experience preparing and reviewing multi-entity tax filings and quarterly estimates
Strong organizational skills with the ability to manage multiple projects and deadlines
Excellent communication skills and ability to build strong working relationships
High level of professionalism and ability to handle confidential client information
Preferred Skills
Previous public accounting experience
Experience working with sophisticated, multi-generational family groups
Strong Excel skills and familiarity with tax software platforms
Call to Action If you are a motivated tax professional seeking to deepen your expertise and work with sophisticated clients in a supportive and high-growth environment, apply today through The Intersect Group with your resume and best contact information. We will follow up promptly with the next steps.
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