Senior Tax & Wealth Planning Associate

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

Benefits offered by this job

Competitive salary

Vacation & holidays

Flexible scheduling

Professional development

Stable client base

Family-friendly culture

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

Communication

Client relationships

Public accounting experience

Tax knowledge

Education

Bachelor’s degree in Accounting or related field

CPA or EA designation

Tools

QuickBooks Online

Lacerte Tax Software

Microsoft Excel

Outlook

Job description

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.