Senior Tax Associate

Pay Range: $75,000-$95,000 Base Salary + overtime pay during tax season + performance bonus opportunities *Additional benefits outlined below

Type: Full-Time

Hiring Firm: Alluvial Tax & Planning and Alluvial Private Wealth

Location: Fully Remote (U.S.-Based Only) | Must be available during standard Central Time business hours. Physical offices located in Marion and Delaware, Ohio. 

Experience: 4+ years of progressive professional tax preparation experience, preferably within a public accounting or tax advisory environment. 

Position Overview - Alluvial Private Wealth is seeking an experienced Senior Tax Associate to join our growing team in a unique, fully remote opportunity that combines advanced tax preparation, proactive tax planning, and exposure to comprehensive wealth management.

During tax season, you'll take ownership of individual and business tax returns, work directly with clients on complex tax matters, and identify opportunities to deliver proactive, strategic tax guidance. Outside of peak tax season, you'll transition into supporting our wealth management practice, collaborating with financial advisors and applying your tax expertise to broader financial planning strategies.

What makes this opportunity different? You'll enjoy year-round employment, overtime compensation during tax season, greater scheduling flexibility during the remainder of the year, and the opportunity to expand your expertise beyond traditional tax compliance. We're looking for an experienced tax professional who can work independently, confidently manage client relationships, and contribute meaningful tax planning expertise from day one. 

Prior wealth management experience is not required. We'll provide the training and support to help you develop that side of your career.

Your Role & Responsibilities:

Tax Preparation & Planning

· 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

Client Service & Relationship Management

· 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

Accounting, Bookkeeping, & Practice Support

· 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

What We’re Looking For

Required Qualifications

• Bachelor’s degree in Accounting or a related field with tax experience, or Enrolled Agent designation
• 4+ years of progressive professional tax preparation experience, preferably within a public accounting or tax advisory environment. 
• Experience preparing individual 1040, S Corporation 1120S, Partnership 1065, and Nonprofit 990 tax returns
•  Demonstrated ability to independently prepare complex individual and business tax returns, including identifying and resolving technical tax issues.
• Experience managing multiple client engagements, competing deadlines, and deliverables with minimal supervision.
• ·Proven ability to identify proactive tax planning opportunities and communicate recommendations directly to clients.
• 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

Preferred Qualifications

• Active CPA or EA designation.
• Experience preparing nonprofit (990) and/or trust and estate (1041) returns.
• Experience with Lacerte Tax Software.
• Experience with QuickBooks Desktop, practice management software, and document management systems.
• Previous experience supporting high-net-worth individuals, business owners, or clients with complex financial circumstances.

Why Join Alluvial Tax & Planning?

· Competitive salary ($75,000-$95,000) based on experience, overtime pay during tax season, and performance bonus opportunities

· Paid vacation and paid holidays

· Flexible scheduling outside of tax season

· Professional development opportunities with modern technology and software

· Stable client base with meaningful tax planning and direct client relationships

· A family-oriented, collaborative culture built on teamwork, integrity, and exceptional client service