Senior Tax Associate

Distinct | North America

Fort Wayne (IN)

On-site

USD 85,000 - 125,000

Full time

38 hours ago
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Job summary

Distinct | North America in the Midwest seeks an experienced Senior Tax Associate or early Tax Manager to join the team. The firm is growing in Trusts & Estates and HNW client work and you will be supported by partners who have progressed from within the firm.

Trusts & Estates will make up at least 50% of your workload but you won’t be boxed into a 100% specialist role. You’ll work directly with a Partner on complex T&E matters and shape your workload as you progress.

Qualifications

  • 3+ years of public accounting experience.
  • Experience at Senior level, or recently stepped into Manager.
  • Interest in continuing technical development while taking on more responsibility.

Responsibilities

  • Trusts & Estates as a core part of your workload
  • HNW individual returns, including 1040s
  • Some business returns depending on your experience and interests
  • Working directly with a Partner on more complex T&E matters
  • The opportunity to shape your workload around your strengths as you progress

Skills

Public accounting experience
Senior level experience
Technical development

Job description

At this firm, progression is pretty easy to prove.

Several of the current Partners started here as Senior Associates themselves.

So if you’re an experienced Senior who wants to know there is somewhere to go next, you’re surrounded by people who have already made that move and can help you do the same.

The firm is continuing to grow, particularly across its Trusts & Estates and HNW client base, and they’re looking for an experienced Senior Tax Associate or early Tax Manager to join the team.

Trusts & Estates will make up at least 50% of your workload, but you won’t be boxed into a 100% specialist role.

Your work will include:
  • Trusts & Estates as a core part of your workload
  • HNW individual returns, including 1040s
  • Some business returns depending on your experience and interests
  • Working directly with a Partner on more complex T&E matters
  • The opportunity to shape your workload around your strengths as you progress
You’ll probably be a good fit if you have:
  • 3+ years of public accounting experience
  • Experience at Senior level, or you’ve recently stepped into Manager
  • An interest in continuing to develop technically while taking on more responsibility

The culture is another big reason people stay.

It has a very Midwest feel. Down to earth people, collaborative teams and very little ego. Turnover is low and plenty of people have built long careers here.

They’ve also continued to improve flexibility. Outside of busy season, flexible Fridays now run throughout the year rather than just between Memorial Day and Labor Day.

And if you enjoy helping more junior people develop, there’s plenty of opportunity for that too. The firm invests heavily in its intern and graduate pipeline, so as you progress, you can start taking on more mentoring and development rather than your next step simply meaning more review work.

They’re growing, investing in better technology and processes, and building stronger layers internally so there is room for people to move up with the firm.

If you’re an experienced Senior or early Manager who likes Trusts & Estates but doesn’t necessarily want to do it 100% of the time, this gives you a good balance of specialism, variety and somewhere to actually progress.

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