Senior Tax & Wealth Planning Associate

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

Benefits offered by this job

Competitive salary

Overtime pay during tax season

Performance bonus opportunities

Paid vacation

Paid holidays

Flexible scheduling outside of tax se

Job summary

Alluvial Tax & Planning is seeking a Senior Tax Associate to join our growing team in a unique, year-round role combining tax expertise with financial planning. During tax season, focus on tax preparation for individuals, families, and business owners; outside peak season, transition into wealth management with advisory collaboration.

You’ll prepare returns, identify planning opportunities, and guide clients toward proactive tax decisions while expanding your expertise beyond compliance into

Qualifications

• Bachelor’s degree in Accounting or related field or Enrolled Agent designation.
• 3-6 years of public accounting or tax preparation experience.
• Experience preparing 1040, 1120S, 1065, and 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

• 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.

Skills

Strong communication

Client relationship skills

QuickBooks Online

Microsoft Excel

Microsoft Outlook

Lacerte Tax Software

Education

Bachelor’s degree in Accounting or related field or EA designation

Tools

QuickBooks Online

Microsoft Excel

Microsoft Outlook

Lacerte Tax Software

Job description

Alluvial Tax & Planning is seeking a Senior Tax Associate to join our growing team in a unique, year-round role combining tax expertise with financial planning. During tax season, focus on tax preparation for individuals, families, and business owners; outside peak season, transition into wealth management with advisory collaboration.

You’ll prepare returns, identify planning opportunities, and guide clients toward proactive tax decisions while expanding your expertise beyond compliance into