Senior Tax Associate

Job not on LinkedIn

🔥 19 hours ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🟠 Senior

💰 Tax

👻 Ghost score 14%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Exemplar Companies, PBC

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2005

💼 Consulting

📋 Compliance

💸 Finance

Consulting • Compliance • Finance

<Exemplar Companies, PBC> Exemplar Companies, PBC is a holistically integrated professional knowledge firm that provides legal, tax & accounting, compliance, strategy, capital raising, and wealth management services to startups, growth-stage companies, and impact-driven organizations. The firm emphasizes a relationship-first, value-based pricing model (no hourly billing) and a cross-disciplinary “one team” approach, offering coordinated advisory across law, finance, compliance, and strategy through programs like its Flexpertise subscription for scaling companies.

📋 Description

• Serve as a Senior Tax Associate of Exemplar Tax Strategies LLC • Bring and continue to manage an existing book of business and client relationships • Grow and develop new client relationships • Identify additional opportunities to serve existing clients through Exemplar's integrated professional services platform • Build relationships with HNW/UHNW individuals, families, entrepreneurs, executives, and business owners • Collaborate with Exemplar professionals across wealth management, tax, legal, insurance, capital markets, and business advisory • Utilize Exemplar's technology and platform to enhance client service, efficiency, and business growth • Participate in networking, referrals, and business development activities • Maintain compliance with applicable regulations and firm policies

🎯 Requirements

• Established tax professional with an existing book of business • CPA, EA, or Tax Attorney required • Demonstrated experience managing client relationships • Proven ability to retain clients and grow a book of business • Strong communication and relationship-management skills • Entrepreneurial mindset and ability to operate independently • Commitment to a fiduciary, client-first approach • Alignment with Exemplar's values and culture • Preferred: bilingual • Preferred: experience serving HNW/UHNW clients • Preferred: experience with alternative investments/private markets tax advisory • Preferred: experience working with entrepreneurs, business owners, executives, or complex families • Preferred: existing professional referral network

🏖️ Benefits

• Greater flexibility and access to an integrated technology and professional services platform • Integrated technology platform designed to support the practice and client experience • Entrepreneurial model with flexibility and autonomy of a 1099 affiliation • Collaborative resources across wealth management, tax, legal, estate planning, insurance, business advisory, capital markets, and alternatives • Competitive payout structure designed for experienced credentialed tax professionals

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