Sanctuary Wealth Group

Description

Senior Tax Associate

Location: Marion, Ohio OR Delaware, OH (In-office, Mon-Fri) 

Pay Range: Competitive salary based on experience ($75,000-$95,000) + overtime pay during tax season + performance bonus opportunities *Additional benefits outlined below

Type: Full-Time, In Person

Firm: Alluvial Tax & Planning and Alluvial Private Wealth 

Reporting To: Megan Wilson and Lars Olson

Join Our Team at Alluvial - At Alluvial Tax & Planning , tax professionals are trusted advisors, not just tax preparers. At Alluvial Private Wealth, we provide planning & wealth management advice to help clients realize their most important life goals. Our sister firms work closely with individuals, small businesses, and nonprofit organizations to provide proactive planning and personalized financial guidance.

Position Overview - 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.

Your Role & Responsibilities

You will contribute to tax preparation, proactive planning, client service, and accounting support for individuals, small businesses, and nonprofit organizations, including but not limited to:

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

Requirements

What We're Looking For

Required Qualifications

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

Preferred Qualifications

CPA or EA (Enrolled Agent) designation/certification

QuickBooks Desktop experience

Experience with practice management software

Experience with document management systems

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