Senior Tax Associate, Private Client

Premier Financial Search; United States; Remote; USD 120,000 - 170,000; Full time

Job summary

Premier Financial Search is seeking a remote Senior Tax Associate to prepare and review returns for high-net-worth families, family offices, and foundations. You will handle structures from individuals to trusts, and private foundations, ensuring cross-entity consistency and timely delivery.

The role requires 2–4 years of tax experience in top private-client groups; CPA or licensure pursuit; and proficiency with Forms 1040/1065/1041. GoSystem Tax RS is a plus, and the position is fully remote.

Qualifications

• 2 to 4 years of tax experience in a Big 4 Private Client, Family Office or HNW tax group (large national firm also considered)
• CPA, or actively pursuing licensure
• Hands-on preparation of Forms 1040, 1065 and 1041, with exposure to Form 709
• Comfortable working remotely and solving problems independently
• GoSystem Tax RS experience preferred

Responsibilities

• Prepare complex individual, trust, gift, partnership and closely held entity returns for HNW and UHNW clients
• Work through multi-generational family structures, foundations and related entities
• Review returns prepared by staff as you grow into the review role
• Research technical issues and bring recommendations to managers
• Work with the client service team to meet deadlines in a remote setting

Education

CPA license

Tools

GoSystem Tax RS

Job description

Our client, a respected CPA firm with a private client practice, is hiring a remote Senior Tax Associate to prepare and review returns for high-net-worth and ultra-high-net-worth families, family offices, and foundations. You'll work across a family's entire structure, from the individual returns to their trusts, family partnerships, and private foundation, and see how each return affects the others.

This is a fully remote opportunity.

Responsibilities:

• Prepare complex individual, trust, gift, partnership and closely held entity returns for HNW and UHNW clients
• Work through multi-generational family structures, foundations and related entities
• Review returns prepared by staff as you grow into the review role
• Research technical issues and bring recommendations to managers
• Work with the client service team to meet deadlines in a remote setting

Qualifications:

• 2 to 4 years of tax experience in a Big 4 Private Client, Family Office or HNW tax group (large national firm also considered)
• Career started at that firm, not through an acquisition of a smaller firm
• Hands-on preparation of Forms 1040, 1065 and 1041, with exposure to Form 709
• CPA, or actively pursuing licensure
• Comfortable working remotely and solving problems independently
• GoSystem Tax RS experience preferred