(Remote) Tax Senior Associate in United States at Jobgether

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a (Remote) Tax Senior Associate in United States.

You will join a high-growth, client-focused wealth management environment specializing in supporting high-income professionals and complex financial profiles across the U.S. In this role, you will play a key part in delivering end-to-end tax services as part of a fully integrated financial planning offering that also includes portfolio management and holistic advisory support.
You will work closely with advisors, planners, and fellow tax professionals to ensure accurate compliance, proactive planning, and a seamless client experience.
Your responsibilities will span tax preparation, advisory work, client communication, and continuous process improvement in a fast-paced, detail-oriented environment.
You will act as a subject matter expert for complex tax matters, helping clients navigate multi-state filings, compensation structures, and evolving financial situations.
This role requires strong analytical ability, precision, and a service-oriented mindset to support highly sophisticated client needs.
It is ideal for a tax professional who enjoys combining technical depth with meaningful client impact in a collaborative, growth-oriented firm.

• Prepare and review federal, state, and related tax returns, including individual, trust, and gift tax filings for high-net-worth clients.
• Support tax compliance processes including estimated tax calculations, payments, and year-round monitoring of client obligations.
• Assist with responding to IRS and state tax notices, audits, and correspondence, ensuring timely and accurate resolution.
• Conduct tax planning and projections for clients with complex financial situations such as equity compensation and multi-state income.
• Analyze wage withholding and optimize client tax strategies in collaboration with advisory teams.
• Provide ongoing tax consulting support, researching complex tax issues and advising on client-specific scenarios.
• Contribute to process improvements, system enhancements, and evaluation of tax tools and technologies.
• Collaborate with wealth advisors and internal teams to align tax strategy with broader financial planning goals.
• Support client onboarding, implementation, and education related to tax processes and requirements.
• Assist in mentoring, training, and supporting junior team members as the firm continues to scale.

• Bachelor’s degree in Accounting, Finance, or related field.
• Active CPA license or EA credential strongly preferred (or eligibility in progress).
• 3–5+ years of tax experience, ideally focused on high-net-worth individuals in a professional services or SaaS-adjacent environment.
• Strong knowledge of federal and multi-state tax compliance, including complex filings and reporting requirements.
• Experience with tax planning, projections, and advisory services for high-income or multi-source income clients.
• Excellent written and verbal communication skills with the ability to simplify complex tax concepts.
• Strong organizational skills with the ability to manage multiple deadlines and client priorities.
• Analytical mindset with attention to detail and strong problem-solving ability.
• Comfort working with tax and financial software tools and willingness to learn new systems.
• Collaborative, service-oriented approach with a commitment to accuracy and client success.

• Competitive compensation aligned with experience and expertise (90,000–125,000 USD range)
• Fully remote work environment with flexible scheduling and strong work-life balance
• Comprehensive health coverage including medical, dental, vision, and disability insurance
• 401(k) plan with company match and immediate vesting
• Paid parental leave with flexible options for new parents
• Generous professional development stipend for certifications, courses, and conferences
• Home office setup support including technology and workspace stipend
• Wellness-focused culture including dedicated midweek wellness breaks
• Fully paid sabbatical program after long-term tenure
• Collaborative, values-driven culture focused on excellence, communication, and continuous improvement