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Senior Associate - Tax Services

890a5040 Cb6d 45f9 8d77 435406db4135 19000101 000001 · New York, NY, US, New York, NY; San Francisco, CA, US, San Francisco, CA; Los Angeles, CA, US, Los Angeles, CA; Irvine, CA, US, Irvine, CA · Hybrid · Active · $85,000–$125,000 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
Company890a5040 Cb6d 45f9 8d77 435406db4135 19000101 000001
TitleSenior Associate - Tax Services
Normalized title-
Department / team-
LocationNew York, NY, United States
Work modelHybrid / Hybrid
Employment typeFull Time
Salary$85,000–$125,000 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-05-29 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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Company jobsActive postings from 890a5040 Cb6d 45f9 8d77 435406db4135 19000101 000001.Open
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ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in New York.Open
Work model jobsActive Hybrid postings.Open
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Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company890a5040 Cb6d 45f9 8d77 435406db4135 19000101 000001
Source62ce18b7-4397-4479-9b39-810ae8549c3a
ATS providerADP Workforce Now Recruiting

Description

This is our experienced-level Tax Senior Associate position—ideal for candidates with 3-5 years of relevant tax experience who are ready to deepen their technical expertise, take ownership of client engagements, and mentor developing team members. An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who deliver our values and vision. We value intellectual intensity, collaboration, and compassion. We are Aspiriant , a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. Collaborative work environment where together we achieve more Environment supportive to learning and growing your career Continuing education assistance program 401(k) with company match Bonus program Company contribution up to 95% for health insurance Hybrid work arrangement How you will contribute: Prepare and review individual income tax returns and related workpapers, including partnerships, corporations, trusts, foundations, and gift returns. Prepare or review quarterly estimates, projections, and assist with complex tax planning engagements. Research technical tax matters and help develop recommendations for clients and internal teams. Assist with tax audits, notices, and correspondence with taxing authorities. Partner with wealth managers, clients, and client service teams to ascertain, track, and preserve data needed for tax preparation and planning. Manage multiple engagements and competing deadlines while ensuring timely delivery and accuracy of client work. Review work for completeness, identify planning opportunities, and apply strong analytical and problem-solving skills. Serve as a day-to-day contact for clients and internal stakeholders, communicating tax matters clearly and professionally. Mentor and provide guidance to Associates and other developing team members; oversee onboarding and knowledge sharing. Demonstrate initiative and leadership in improving workflows, identifying efficiencies, and contributing to team operations. Maintain confidentiality and exercise sound professional judgment in handling sensitive client information. Assist with ad hoc projects and process improvement initiatives. Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: Strong foundation in individual and entity taxation, including partnerships, corporations, trusts, and gift taxation. Experience with professional tax software and electronic workpaper systems. Understanding of wealth management and high-net-worth client service environments. Awareness of confidentiality standards, ethical responsibilities, and regulatory compliance expectations. Skills: Proficiency with Microsoft Excel and Word. Strong written and verbal communication skills , including the ability to explain complex tax matters clearly. Strong analytical and problem-solving capabilities. Excellent organizational skills with attention to detail and follow-through. Professional presence with strong interpersonal and relationship-building skills. Abilities: Ability to manage multiple engagements and competing priorities in a fast-paced environment. Ability to work independently while coordinating effectively across teams. Demonstrated ownership mindset with proactive follow-through and accountability. Ability to review work for accuracy and identify planning opportunities. Ability to mentor and support developing team members. Adaptability, curiosity, and a continuous learning mindset. Experience and Education: We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: Bachelor’s degree in Accounting (or equivalent with accounting coursework). Minimum 3-5 years of experience in tax or public accounting. CPA license, CPA eligibility with progress toward completion, or Master’s in Taxation/MBT preferred. Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging . A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Full job record

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Source ID62ce18b7-4397-4479-9b39-810ae8549c3a
Board ID62ce18b7-4397-4479-9b39-810ae8549c3a
Provideradp_workforcenow
Provider Job Key589464
TitleSenior Associate - Tax Services
Normalized Title—
Statusactive
Activeyes
Location TextNew York, NY, US, New York, NY; San Francisco, CA, US, San Francisco, CA; Los Angeles, CA, US, Los Angeles, CA; Irvine, CA, US, Irvine, CA
Department—
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CountryUnited States
RegionNY
CityNew York
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Salary Max125,000
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First Seen At2026-05-31 18:33:01Z
Last Seen At2026-06-06 11:46:19Z
Last Checked At2026-06-06 11:46:19Z
Last Changed At2026-06-06 11:46:19Z
Inactive At—
Source Posted At2026-05-29 17:17:00Z
Source Updated At—
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    "requisitionDescription": "<div><div><div><div><div><div><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/23.6.28/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\"><div><div><div><div><div><div><div><span style=\"font-family: verdana,sans-serif;\">This is our experienced-level Tax Senior Associate position&mdash;ideal for candidates with 3-5 years of relevant tax experience who are ready to deepen their technical expertise, take ownership of client engagements, and mentor developing team members. An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who deliver our values and vision. We value intellectual intensity, collaboration, and compassion.</span><p><br></p><p data-pasted=\"true\"><strong><em><span style=\"font-size: 14px;\">We are Aspiriant</span></em></strong><strong><span style=\"font-size: 14px;\">,</span></strong> <span style=\"font-family: verdana,sans-serif;\">a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.&nbsp;</span></p><ul style=\"list-style-type: disc;margin-left: 0.25in;\"><li style=\"font-family: verdana, sans-serif;\">Collaborative work environment where together we achieve more</li><li style=\"font-family: verdana, sans-serif;\">Environment supportive to learning and growing your career</li><li style=\"font-family: verdana, sans-serif;\">Continuing education assistance program</li><li style=\"font-family: verdana, sans-serif;\">401(k) with company match</li><li style=\"font-family: verdana, sans-serif;\">Bonus program</li><li style=\"font-family: verdana, sans-serif;\">Company contribution up to 95% for health insurance</li><li style=\"font-family: verdana, sans-serif;\">Hybrid work arrangement</li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Cambria\",serif;'><em><span style=\"font-size: 14px;\"><strong>How you will contribute:</strong></span></em></p><div style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:15px;font-family:\"Cambria\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0.25in;\"><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Prepare and review individual income tax returns and related workpapers, including partnerships, corporations, trusts, foundations, and gift returns.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Prepare or review quarterly estimates, projections, and assist with complex tax planning engagements.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Research technical tax matters and help develop recommendations for clients and internal teams.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Assist with tax audits, notices, and correspondence with taxing authorities.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Partner with wealth managers, clients, and client service teams to ascertain, track, and preserve data needed for tax preparation and planning.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Manage multiple engagements and competing deadlines while ensuring timely delivery and accuracy of client work.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Review work for completeness, identify planning opportunities, and apply strong analytical and problem-solving skills.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Serve as a day-to-day contact for clients and internal stakeholders, communicating tax matters clearly and professionally.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Mentor and provide guidance to Associates and other developing team members; oversee onboarding and knowledge sharing.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Demonstrate initiative and leadership in improving workflows, identifying efficiencies, and contributing to team operations.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Maintain confidentiality and exercise sound professional judgment in handling sensitive client information.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Assist with ad hoc projects and process improvement initiatives.</li></ul></div><p data-pasted=\"true\"><strong><em>Is this you?</em></strong></p><p><span style=\"font-family: verdana,sans-serif;\">An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to &ldquo;a cocker spaniel.&rdquo; We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine.&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:15px;font-family:\"Cambria\",serif;'><em><span style=\"font-size: 14px;\"><strong>The attributes and talents that lead to success in the role are:</strong></span></em></p><p style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:15px;font-family:\"Cambria\",serif;'><strong>Knowledge:</strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:15px;font-family:\"Cambria\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0.25in;\"><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Strong foundation in individual and entity taxation, including partnerships, corporations, trusts, and gift taxation.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Experience with professional tax software and electronic workpaper systems.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Understanding of wealth management and high-net-worth client service environments.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Awareness of confidentiality standards, ethical responsibilities, and regulatory compliance expectations.</li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:15px;font-family:\"Cambria\",serif;'><strong>Skills:</strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:15px;font-family:\"Cambria\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0.25in;\"><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Proficiency with Microsoft Excel and Word.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Strong written and verbal communication skills , including the ability to explain complex tax matters clearly.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Strong analytical and problem-solving capabilities.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Excellent organizational skills with attention to detail and follow-through.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Professional presence with strong interpersonal and relationship-building skills.</li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:15px;font-family:\"Cambria\",serif;'><strong>Abilities:</strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:15px;font-family:\"Cambria\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0.25in;\"><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Ability to manage multiple engagements and competing priorities in a fast-paced environment.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Ability to work independently while coordinating effectively across teams.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Demonstrated ownership mindset with proactive follow-through and accountability.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Ability to review work for accuracy and identify planning opportunities.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Ability to mentor and support developing team members.</li><li style=\"margin: 0in 0in 10pt; line-height: 115%; font-size: 15px; font-family: verdana, sans-serif;\">Adaptability, curiosity, and a continuous learning mindset.</li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:15px;font-family:\"Cambria\",serif;'><strong>Experience and Education:</strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:15px;font-family:\"Cambria\",serif;'><span style=\"font-family: verdana,sans-serif;\">We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:</span></p><div style=\"margin-left:0in;\" data-pasted=\"true\"><ul style=\"list-style-type: disc;margin-left: 0.25in;\"><li style=\"margin-left: 0in; font-family: verdana, sans-serif;\">Bachelor&rsquo;s degree in Accounting (or equivalent with accounting coursework).</li><li style=\"margin-left: 0in; font-family: verdana, sans-serif;\">Minimum 3-5 years of experience in tax or public accounting.</li><li style=\"margin-left: 0in; font-family: verdana, sans-serif;\">CPA license, CPA eligibility with progress toward completion, or Master&rsquo;s in Taxation/MBT preferred.<strong>&nbsp;</strong></li></ul></div><p style='margin:0in;text-indent:0in;line-height:115%;font-size:15px;font-family:\"Cambria\",serif;margin-left:.75in;'><br></p><p data-pasted=\"true\"><span style=\"font-family: verdana,sans-serif;\"><strong>Physical Demands and Work Environment:</strong></span></p><p><span style=\"font-family: verdana,sans-serif;\">Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.</span></p><p><span style=\"font-family: verdana,sans-serif;\">Aspiriant is committed to <em>diversity, inclusion and belonging</em><em>.</em></span></p><p><span style=\"font-family: verdana,sans-serif;\">A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future&hellip;a firm where people can be themselves, learning is limitless, and everyone can thrive.</span></p><p><span style=\"font-family: verdana,sans-serif;\">As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.</span></p><p><span style=\"font-family: verdana,sans-serif;\"><a href=\"http://www.aspiriant.com\" target=\"_blank\" style=\"font-family: verdana,sans-serif;\">www.aspiriant.com</a></span></p><p><em><span style=\"font-family: verdana,sans-serif;\">Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.</span></em></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>\n",
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