Senior Tax & Wealth Planner — Year-Round, In-Office

Sanctuary Wealth; Marion (OH); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Overtime pay during tax season

Bonus opportunities

Paid vacation and holidays

Flexible scheduling outside tax season

Professional development opportunities

Job summary

Alluvial Tax & Planning in Marion, OH seeks a Senior Tax Associate for a year‑round role combining tax expertise and wealth planning. Tax season focuses on prep and planning for individuals, families, and small business owners across diverse situations.

Outside peak season, transition to wealth management, support financial planning initiatives, and collaborate with advisors to broaden experience in comprehensive financial planning. Training provided to grow this skillset.

Qualifications

• Bachelor’s degree in Accounting or 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.

Responsibilities

• Contribute to tax preparation, proactive planning, client service, and accounting support for individuals, small businesses, and nonprofit organizations.
• Prepare individual income tax returns and business/nonprofit returns.
• Develop proactive tax planning strategies for various clients.
• Research tax issues and recommend practical solutions.
• Review tax information and planning recommendations for accuracy and alignment with client needs.
• Identify tax planning opportunities and items requiring further review before meetings or deadlines.
• Meet with clients to review returns and discuss planning opportunities.
• Document client discussions and follow-up items in internal systems.
• Collaborate with team members to deliver strong client service and keep priorities moving.

Skills

Communication

Client relationships

QuickBooks Online

Microsoft Excel

Microsoft Outlook

Lacerte Tax Software

Education

Bachelor’s degree in Accounting or related field

CPA or EA designation

Tools

QuickBooks Online

Lacerte

Microsoft Excel

Microsoft Outlook

Job description

Alluvial Tax & Planning in Marion, OH seeks a Senior Tax Associate for a year‑round role combining tax expertise and wealth planning. Tax season focuses on prep and planning for individuals, families, and small business owners across diverse situations.

Outside peak season, transition to wealth management, support financial planning initiatives, and collaborate with advisors to broaden experience in comprehensive financial planning. Training provided to grow this skillset.