Senior Tax Analyst

A well-regarded financial advisory firm is hiring a Senior Tax Associate for its high-net-worth tax and financial planning team. This is a genuine dual role technical tax work combined with real financial planning exposure and direct client contact not just prep work behind the scenes.

Youll prepare and review individual trust gift and pass-through-entity returns research complex tax issues and handle IRS correspondence when needed. On the planning side youll support strategy around estate and gift planning wealth transfer Roth conversions RMDs and QCDs. Youll join client meetings manage relationships directly and review the work of junior associates so this suits someone ready to lead without full people management yet.

Requirements

• Bachelors degree in accounting finance or related field
• CPA or EA (or willingness to obtain within 6 months)
• 2 years in public accounting
• Able to work extended hours during peak tax season

Preferred

• Estate and trust return experience for high-net-worth clients
• Familiarity with CCH Axcess Tax Bloomberg Income Tax Planner or Canopy
• Familiarity with MoneyGuideElite or Holistiplan
• CFP credential

Interested Apply now or email your resume directly to start a conversation >>

Hoxton Circle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Required Experience:

Senior IC