Banyan Search is supporting a long-standing financial services client in their search for a Senior Tax Associate. This position is ideal for someone who enjoys complex tax work in a collaborative, low-turnover environment. Our client offers exceptional work/life balance with VERY limited overtime! 

What You’ll Do

• Prepare and review various federal and state tax returns (individual, trust, partnership, etc.)
• Manage partnership tax allocations, basis tracking, and capital account work
• Research tax matters and summarize findings clearly and concisely
• Respond to tax notices and assist with general compliance efforts
• Work alongside internal teams (e.g., finance, legal, client service) to support broader planning efforts

What You Bring

• Bachelor’s degree in Accounting or related field
• CPA designation or CPA eligibility required
• 2+ years of relevant tax experience, preferably with exposure to trusts or high-net-worth individuals
• Strong technical tax knowledge, attention to detail, and ability to work independently
• Experience with tax software (CCH Axcess a plus) and Microsoft Excel

Excellent benefits including great PTO. Apply today or connect with Banyan Search to learn more about this opportunity.