Senior Tax Associate

Vaco by Highspring; Connecticut; On-site; USD 110,000 - 150,000; Full time

Job summary

Vaco by Highspring, a growing independent wealth management firm, seeks a Senior Tax Associate to join its integrated tax advisory practice. This role sits at the intersection of tax compliance and holistic financial planning, working closely with clients and wealth advisors with a clear path toward future leadership.

The candidate will prepare and review federal and state tax returns, collaborate on planning strategies for high-net-worth individuals and business owners, and contribute to a team

Qualifications

• 5+ years of experience preparing and reviewing federal and state tax returns.
• CPA or EA preferred.
• Experience with tax planning and wealth management coordination.
• Strong client-facing communication and interpersonal skills.
• RIA or wealth management experience preferred.
• Proficiency with tax software such as Lacerte, TaxDome, or SurePrep, as well as QuickBooks and Microsoft Office.
• Strong organizational skills and the ability to manage multiple deadlines.
• Supervisory experience is a plus.

Responsibilities

• Prepare and review federal and state tax returns for individuals, trusts, estates, partnerships, corporations, and exempt organizations.
• Prepare estimated tax payments and respond to IRS and state tax correspondence.
• Work closely with wealth advisors to develop and implement tax planning strategies for high-net-worth individuals, business owners, and multigenerational families.
• Communicate directly with clients and provide high-quality, responsive tax service throughout the engagement.
• Stay current on tax law and proactively identify planning opportunities.
• Contribute to a collaborative team environment with opportunities to mentor others and grow into a supervisory role.

Skills

Client-facing communication

Wealth management coordination

Mentorship potential

Education

CPA or EA

Tools

Lacerte

TaxDome

SurePrep

QuickBooks

Microsoft Office

Job description

A growing independent wealth management firm is seeking a Senior Tax Associate to join its integrated tax advisory practice. This role offers the opportunity to work at the intersection of tax compliance and holistic financial planning, partnering closely with clients and wealth advisors while having a clear path toward future leadership.

Key Responsibilities

• Prepare and review federal and state tax returns for individuals, trusts, estates, partnerships, corporations, and exempt organizations.
• Prepare estimated tax payments and respond to IRS and state tax correspondence.
• Work closely with wealth advisors to develop and implement tax planning strategies for high-net-worth individuals, business owners, and multigenerational families.
• Communicate directly with clients and provide high-quality, responsive tax service throughout the engagement.
• Stay current on tax law and proactively identify planning opportunities.
• Contribute to a collaborative team environment with opportunities to mentor others and grow into a supervisory role.

Qualifications

• 5+ years of experience preparing and reviewing federal and state tax returns.
• CPA or EA preferred.
• Experience with tax planning and wealth management coordination.
• Strong client-facing communication and interpersonal skills.
• RIA or wealth management experience preferred.
• Proficiency with tax software such as Lacerte, TaxDome, or SurePrep, as well as QuickBooks and Microsoft Office.
• Strong organizational skills and the ability to manage multiple deadlines.
• Supervisory experience is a plus.

Why Consider the Opportunity

This is an opportunity to move beyond traditional tax compliance and work directly alongside wealth advisors on comprehensive financial and tax planning. The firm is growing, offers exposure to sophisticated client situations, and provides a strong path for professional and leadership development.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.

Equal Opportunity Notice

Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact [e-mail] .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client.

Privacy Notice

Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR and UK GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual's skill sets, experience and training;

licensure and certification requirements;

office location and other geographic considerations; and

other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).