Experienced Tax Professional – Senior Tax Associate

United StatesRemoteFull-timesenior

Finance & AccountingTax Specialist

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Quick Summary

Key Responsibilities

Serve as a Senior Tax Associate within the tax advisory practice. Bring, manage, and maintain an existing book of business and established client relationships.

Requirements Summary

An established tax professional with an existing book of business, preferably with a strong focus on business clients. A Certified P

Technical Tools

Finance & AccountingTax Specialist

We are seeking an experienced tax professional with an established client portfolio and a strong background in serving business clients. This opportunity is designed for credentialed professionals looking to grow their practice through a flexible, entrepreneurial affiliation model. You will continue managing your existing client relationships while developing new business opportunities and expanding the services available to your clients. Through an integrated professional services platform, you will gain access to expertise across tax, wealth management, legal services, estate planning, insurance, and business advisory. You will work with high-net-worth individuals, families, entrepreneurs, executives, and business owners with increasingly complex financial needs. This role offers the autonomy to build your practice while benefiting from collaborative resources, technology, and competitive compensation opportunities.

As a Senior Tax Associate, you will manage and expand an established client portfolio while leveraging a multidisciplinary professional services platform to deliver comprehensive solutions. Your main responsibilities will include:

Serve as a Senior Tax Associate within the tax advisory practice.
Bring, manage, and maintain an existing book of business and established client relationships.
Develop new client relationships and identify opportunities to expand your professional network.
Retain existing clients while identifying opportunities to grow your portfolio and revenue.
Connect clients with additional services across tax, wealth management, legal services, estate planning, insurance, capital markets, business advisory, and alternative investments.
Build and maintain relationships with high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs, executives, and business owners.
Collaborate with professionals across multiple disciplines to deliver coordinated solutions tailored to clients' financial and business needs.
Leverage integrated technology and platform resources to improve operational efficiency and enhance the client experience.
Participate in networking, referral generation, and business development initiatives.
Maintain compliance with applicable regulatory requirements, professional standards, and internal policies.
Uphold a fiduciary, client-first approach across all professional activities.

Requirements

~1 min read

The ideal candidate is an established tax professional with a successful track record of managing client relationships and growing an independent practice. The following qualifications and capabilities are required:

An established tax professional with an existing book of business, preferably with a strong focus on business clients.
A Certified Public Accountant (CPA), Enrolled Agent (EA), or Tax Attorney credential.
Demonstrated experience managing and maintaining long-term client relationships.
Proven ability to retain clients, develop new business, and grow an existing client portfolio.
Strong communication, interpersonal, and relationship-management skills.
An entrepreneurial mindset, with the ability to work independently and manage a professional practice.
A strong commitment to fiduciary principles and a client-first service philosophy.
Alignment with a collaborative, growth-oriented, and relationship-driven professional culture.

Bilingual communication skills.
Experience serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families.
Knowledge of tax advisory services related to alternative investments and private markets.
Experience working with entrepreneurs, business owners, executives, and families with complex financial needs.
An established professional network and existing referral relationships.

What We Offer

~2 min read

✓Opportunity to continue managing and serving an existing book of business.

✓Competitive payout structure designed for experienced, credentialed tax professionals.

✓Flexible 1099 independent contractor affiliation model.

✓Entrepreneurial autonomy to operate and grow your own professional practice.

✓Access to an integrated platform covering wealth management, tax, legal services, estate planning, insurance, business advisory, capital markets, and alternative investments.

✓Opportunities to generate additional revenue by introducing complementary services to existing clients.

✓Integrated technology resources designed to improve practice management, operational efficiency, and client experience.

✓Access to multidisciplinary professionals who can support increasingly complex client needs.

✓Opportunities to expand your client portfolio through networking, referrals, and cross-disciplinary collaboration.

✓Fully remote working arrangement within the United States.