Sr. Tax Associate – CA (Newport Beach), NY (NY), CO (Denver), IL (Chicago), OR (Bend), GA (ATL)

Senior Tax Associate – Wealth Management Firm – Various Locations (CA, NY, CO, IL, OR, GA)

Looking for a tax role where you can focus on client work without the pressure of billable hours? Join a leading national financial services firm known for its collaborative culture, strong work-life balance, and focus on high-net-worth clients. This is a great opportunity to work across individual and entity tax with majority exposure to HNW individuals, while enjoying flexibility and a supportive team environment. Apply now!

Who you are:

• 2+ years of public accounting or equivalent tax experience
• Experience with high-net-worth individuals, with exposure to both individual and business tax
• Bachelor’s degree in Accounting or related field; CPA or EA (in progress or completed) preferred
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment

What you’ll do:

• Prepare tax returns for high-net-worth individuals, trusts, and businesses 
• Develop tax projections, quarterly estimates, and perform tax research
• Communicate directly with clients to deliver returns and explain tax concepts clearly
• Partner with internal teams to ensure accurate, timely workflows and respond to tax notices

Why work here:

• No billable hours requirement and strong emphasis on work/life balance
• Flexible hybrid and remote work options depending on location
• Comprehensive benefits package including medical, retirement, and generous PTO

What does this position pay?

Compensation is determined by several factors which may include skillset, experience level, and education.
The expected range for this role is $85,000-$105,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

What’s next?

Please email your resume to apierce@provenrecruiting.com if you’re excited to explore this opportunity with our client.

We actively support and promote people of various backgrounds, from race, religion, gender to geographical area, university, lifestyle, and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Apply today!

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