SENIOR TAX ASSOCIATE

Fiduciary-Counselling,-Inc.-; Saint Paul (MN); On-site; USD 110,000 - 160,000; Full time

Job summary

Paylocity is seeking an experienced tax professional to perform compliance, planning, and advisory services for a single-family office. You will manage assigned workstreams, review junior staff work, and collaborate with advisors to deliver high-quality, timely results across multi-entity structures.

The role emphasizes independence, client service, and continuous improvement in tax processes using technology and data tools.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 4-6 years of relevant tax experience (public accounting or family office preferred).
• CPA, EA or JD required.
• Proficiency with tax software, tax research tools, and technology-enabled workflow/process improvement.

Responsibilities

• Prepare and review federal and state tax returns for various entity types.
• Review returns, projections, and workpapers for accuracy and consistency.
• Proactively identify tax planning opportunities and recommendations.
• Support complex multi-entity structures across investments and trusts.
• Collaborate with internal team and external advisors to deliver timely results.

Skills

Tax compliance

Tax planning

Multi-entity structures

K-1 analysis

Client relations

Mentoring junior staff

Process improvement

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Tax software

Tax research tools

Job description

Description

POSITION SUMMARY

Perform tax compliance, planning, and advisory services for a single-family office serving ultra-high-net-worth individuals and their related entities. This role operates with increased independence, manages assigned workstreams, supports complex multi-entity structures, reviews work prepared by junior staff, and collaborates with internal team members and external advisors to deliver high-quality, timely results.

KEY RESPONSIBILITIES

Tax Compliance & Planning

• Prepare and review federal and state tax returns, including individual, fiduciary, partnership, closely held entity, and transfer tax filings, as applicable to assigned clients
• Review tax returns, projections, and workpapers prepared by junior team members for accuracy, completeness, and consistency
• Prepare and review quarterly and annual tax projections
• Proactively identify tax planning opportunities and contribute to developing recommendations to improve tax efficiency
• Contribute to and support Managers in delivering tax planning and advisory insights, including contributing to client discussions and execution of planning strategies

Multi-Entity & Investment Structures

• Support tax compliance and planning across complex, multi-entity structures, including investment partnerships, trusts, and closely held entities
• Analyze K-1s, investment activity, and related tax implications, and translate findings into reporting positions and planning recommendations

Cross-Functional Collaboration & Execution

• Act as an integrated member of the client service team, supporting client meeting preparation and contributing to discussions on tax strategies and recommendations
• Partner with internal team members and external advisors (e.g., legal counsel, investment professionals) to gather information and support accurate, timely tax filings
• Actively support assigned client relationships and tax deliverables, including preparing materials for client meetings, maintaining awareness of ongoing tax compliance and planning activities, assisting with execution of tax-related action items, and supporting client communications
• Provide guidance, training, and review support to junior team members, including day-to-day direction and constructive feedback
• Take ownership of discrete workstreams for assigned clients, coordinating with internal and external stakeholders to ensure timely delivery

Research & Analysis

• Conduct tax research, interpret tax law changes, and clearly document conclusions and recommendations
• Stay current on federal, state, and local tax law developments and proactively share relevant insights within the team
• Stay current with evolving technology trends (AI, automation, data analytics); champion digital transformation and process improvement initiatives

Audit & Compliance Support

• Support responses to tax authority notices and audits, including gathering documentation, preparing responses, assisting in representing client positions, and corresponding with tax authorities as appropriate

Process Improvement & Execution

• Identify and implement enhancements to processes, documentation, and workflows to improve efficiency and effectiveness within the tax function
• Leverage technology, automation, and data tools (e.g., AI, analytics) to enhance accuracy, efficiency, scalability, and insight
• Maintain organized, audit-ready workpapers to support tax filings and analysis
• Manage multiple priorities and deadlines with attention to detail
• Support execution of administrative tasks necessary to ensure accurate and timely completion of tax filings

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• 4-6 years of relevant tax experience (public accounting or family office experience preferred)
• CPA, EA or JD required
• Proficiency with tax compliance software, tax research tools, and technology-enabled workflow/process improvement