Senior Tax Associate

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $75k - $95k / year

⏰ Full Time

🟠 Senior

💰 Tax

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Sanctuary Wealth

WebsiteLinkedInAll Job Openings

51 - 200 employees

🛡️ Insurance

💸 Finance

💳 Fintech

💰 Convertible Note on 2022-07

Insurance • Finance • Fintech

Sanctuary Wealth is a financial services company that provides a platform and comprehensive support for advisors seeking independence. It operates as both a registered investment adviser and broker-dealer, offering a suite of services designed to help financial advisors transition from traditional wirehouses to independent practices. Sanctuary Wealth focuses on enabling advisors to deliver better client experiences and grow their businesses through access to proprietary tools and an extensive network of resources. The company supports partner firms with operations, compliance, and investment solutions, fostering a community of elite advisors across the United States.

📋 Description

• Prepare individual income tax returns, including 1040 returns • Prepare business and nonprofit tax returns, including 1120S, 1065, and 990 returns • Develop proactive tax planning strategies for individuals, small businesses, and nonprofit clients • Research tax issues and recommend practical, client-focused solutions • Review tax information, workpapers, returns, and planning recommendations for accuracy and completeness • Identify tax planning opportunities, open questions, and areas requiring additional review • Meet directly with clients to review returns, discuss planning opportunities, and answer tax-related questions • Build lasting client relationships through responsive, thoughtful, and professional communication • Document client discussions, planning priorities, follow-up items, and next steps • Track client document requests, deadlines, open items, and tax-season follow-through • Collaborate with team members to deliver exceptional client service • Ensure client deliverables are organized, accurate, polished, and timely • Perform accounting and bookkeeping services for clients as needed • Assist clients with QuickBooks Online and related accounting questions • Maintain accurate client records, digital documentation, tax files, notes, and internal tracking tools • Support technology adoption, workflow improvements, and practice management processes • Use modern tax, office, and client service tools • Support the wealth management practice outside peak tax season by collaborating with financial advisors and applying tax expertise to broader financial planning strategies

🎯 Requirements

• Bachelor’s degree in Accounting or a related field with tax experience, or Enrolled Agent designation • 4+ years of progressive professional tax preparation experience, preferably within a public accounting or tax advisory environment • Experience preparing individual 1040, S Corporation 1120S, Partnership 1065, and Nonprofit 990 tax returns • Ability to independently prepare complex individual and business tax returns, including identifying and resolving technical tax issues • Experience managing multiple client engagements, competing deadlines, and deliverables with minimal supervision • Ability to identify proactive tax planning opportunities and communicate recommendations directly to clients • Strong communication and client relationship skills with the ability to work directly with clients • QuickBooks Online experience • Experience using Microsoft Excel, Outlook, and Lacerte Tax Software • Must be available during standard Central Time business hours • Active CPA or EA designation preferred • Experience preparing nonprofit 990 and/or trust and estate 1041 returns preferred • Experience with QuickBooks Desktop, practice management software, and document management systems preferred • Previous experience supporting high-net-worth individuals, business owners, or clients with complex financial circumstances preferred

🏖️ Benefits

• Overtime pay during tax season • Performance bonus opportunities • Year-round employment • Greater scheduling flexibility outside tax season • Paid vacation • Paid holidays • Flexible scheduling outside of tax season • Professional development opportunities with modern technology and software • Training and support to develop wealth management expertise • Stable client base with meaningful tax planning and direct client relationships • Family-oriented, collaborative culture built on teamwork, integrity, and exceptional client service

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