Senior Tax Associate

Sanctuary Wealth•Marion, OH

3d•Onsite

About The Position

Alluvial Private Wealth is seeking an experienced Senior Tax Associate to join our growing team in a unique, year-round role that brings together tax expertise and financial planning. During tax season, this position will primarily focus on tax preparation and planning, working directly with individuals, families, and business owners across a variety of tax situations. You'll play an integral role in preparing returns, identifying planning opportunities, and helping clients make thoughtful, proactive tax decisions. Outside of peak tax season, the role will transition into our wealth management practice, where you'll have the opportunity to apply your tax knowledge within the broader context of a client's financial life. You'll support financial planning initiatives, collaborate with advisors on client strategies, and develop experience across areas of comprehensive wealth management. This structure is intentionally designed to offer something different from a traditional tax position: year-round employment, benefits, a more balanced seasonal workload, and the opportunity to expand your expertise beyond tax compliance into comprehensive financial planning. We're looking for someone who already has a strong foundation in tax and is excited by the opportunity to broaden their skill set. Prior wealth management experience is not required. We'll provide the training and support needed to develop that side of your expertise.

Requirements

Bachelor’s degree in Accounting or a 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

Nice To Haves

CPA or EA (Enrolled Agent) designation/certification
QuickBooks Desktop experience
Experience with practice management software
Experience with document management systems

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