Banyan Search is supporting a long-standing financial services client in their search for a Senior Tax Associate. This position is ideal for someone who enjoys complex tax work in a collaborative low-turnover environment. Our client offers exceptional work/life balance with VERY limited overtime!
What Youll Do
- Prepare and review various federal and state tax returns (individual trust partnership etc.)
- Manage partnership tax allocations basis tracking and capital account work
- Research tax matters and summarize findings clearly and concisely
- Respond to tax notices and assist with general compliance efforts
- Work alongside internal teams (e.g. finance legal client service) to support broader planning efforts
What You Bring
- Bachelors degree in Accounting or related field
- CPA designation or CPA eligibility required
- 2 years of relevant tax experience preferably with exposure to trusts or high-net-worth individuals
- Strong technical tax knowledge attention to detail and ability to work independently
- Experience with tax software (CCH Axcess a plus) and Microsoft Excel
Excellent benefits including great PTO. Apply today or connect with Banyan Search to learn more about this opportunity.
Required Experience:
Senior IC