Senior Tax Associate
Sanctuary Wealth
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Benefits offered by this job
Job summary
Alluvial Tax & Planning is seeking a Senior Tax Associate to join our year‑round team, blending tax expertise with financial planning for individuals, families, and businesses. The role focuses on tax preparation during peak season and transitions to wealth management support later in the year.
You will prepare returns, identify planning opportunities, and help clients make proactive tax decisions while expanding your experience beyond traditional tax work.
Qualifications
- Bachelor's degree in Accounting or related field with tax experience or EA designation.
- 3-6 years of public accounting or tax experience.
- Experience preparing 1040, 1120S, 1065, and 990 tax returns.
- Experience with tax planning, not just tax preparation.
- Strong communication and client relationship skills.
- QuickBooks Online experience.
- Experience using Excel, Outlook, and Lacerte.
Responsibilities
- Prepare individual and business tax returns and planning.
- Meet directly with clients to review returns and discuss planning.
- Document client discussions and follow-up items.
- Support wealth management initiatives outside peak season.
Skills
Education
Tools
Job description
Location: Marion, Ohio OR Delaware, OH (In-office, Mon-Fri)
Competitive salary based on experience ($75,000-$95,000) + overtime pay during tax season + performance bonus opportunities *Additional benefits outlined below
Full-Time, In Person
Alluvial Tax & Planning and Alluvial Private Wealth
Megan Wilson and Lars Olson
At Alluvial Tax & Planning , tax professionals are trusted advisors, not just tax preparers. At Alluvial Private Wealth, we provide planning & wealth management advice to help clients realize their most important life goals. Our sister firms work closely with individuals, small businesses, and nonprofit organizations to provide proactive planning and personalized financial guidance.
Alluvial Private Wealth is seeking an experienced Senior Tax Associate to join our growing team in a unique, year-round role that brings together tax expertise and financial planning. During tax season, this position will primarily focus on tax preparation and planning, working directly with individuals, families, and business owners across a variety of tax situations.
You will play an integral role in preparing returns, identifying planning opportunities, and helping clients make thoughtful, proactive tax decisions.
Outside of peak tax season, the role will transition into our wealth management practice, where you'll have the opportunity to apply your tax knowledge within the broader context of a client's financial life. You'll support financial planning initiatives, collaborate with advisors on client strategies, and develop experience across areas of comprehensive wealth management.
This structure is intentionally designed to offer something different from a traditional tax position: year-round employment, benefits, a more balanced seasonal workload, and the opportunity to expand your expertise beyond tax compliance into comprehensive financial planning.
We're looking for someone who already has a strong foundation in tax and is excited by the opportunity to broaden their skill set. Prior wealth management experience is not required. We'll provide the training and support needed to develop that side of your expertise.
You will contribute to tax preparation, proactive planning, client service, and accounting support for individuals, small businesses, and nonprofit organizations, including but not limited to:
- 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, completeness, and alignment with client needs
- Identify tax planning opportunities, open questions, or areas requiring additional review before client meetings or filing deadlines
- 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 in internal systems
- Track client document requests, deadlines, open items, and tax season follow-through
- Collaborate with team members to deliver exceptional client service and keep priorities moving forward
- Help ensure client deliverables are organized, accurate, polished, and prepared in a timely manner
- Perform accounting and bookkeeping services for clients as needed
- Assist clients with QuickBooks Online and support 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 as assigned
- Use modern tax, office, and client service tools to support efficient, accurate work
- Contribute to a collaborative, dependable, detail-oriented, and client-focused team environment
- Bachelor’s degree in Accounting or a related field with tax experience, or Enrolled Agent designation
- 3-6 years of public accounting or tax preparation experience
- Experience preparing individual 1040, S Corporation 1120S, Partnership 1065, and Nonprofit 990 tax returns
- Experience with tax planning, not just tax preparation
- 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
- CPA or EA (Enrolled Agent) designation/certification
- QuickBooks Desktop experience
- Experience with practice management software
- Experience with document management systems
- Competitive salary ($75,000-$95,000) based on experience, overtime pay during tax season, and performance bonus opportunities
- Paid vacation and paid holidays
- Flexible scheduling outside of tax season
- Professional development opportunities with modern technology and software
- Stable client base with meaningful tax planning and direct client relationships
- A family-oriented, collaborative culture built on teamwork, integrity, and exceptional client service
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