Summary:
The Senior Associate, Business Tax Services - Private Enterprise position at **Members Only** offers a competitive salary range of $66,800 to $131,100 depending on location. This experienced level role requires a minimum of two years of ultra-high net worth individual and/or trust and estate tax experience in an accounting firm and/or law firm. A Bachelor's degree, ., . in taxation and/or Master's in Taxation (MST) from an accredited college/university is also required.
**Members Only** is a top tax firm with a collaborative and future-forward culture that empowers employees to succeed. The firm has an extensive network of specialists and Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Employees have access to a range of multifaceted engagements, formal training, and informal mentoring to develop their careers.
The Senior Associate in this role will provide tax compliance and advisory services to owners and senior executives of **Members Only**'s private client base, focusing on ultra-high net worth individuals, trusts, and estate clients. They will also prepare complex individual income, gift, trust, and estate tax returns and manage a portfolio of clients. Additionally, the Senior Associate will advise clients and contribute to market and business activities external to the firm.
Qualifications for this role include deep experience with individual income tax and/or gift tax, estate tax and trust taxation, and multi-generational estate planning experience is a plus. The Senior Associate must also have experience managing multiple client engagements and client service teams, as well as excellent advisory, compliance, verbal, and written communication skills.
**Members Only** offers a comprehensive, competitive benefits package, with options designed to support employees' well-being and lifestyle. Benefits include medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, personal time off, and firmwide breaks. The firm also offers a comprehensive compensation package and is an affirmative action-equal opportunity employer.
**Members Only** is currently recruiting for this role on a rolling basis and encourages qualified candidates to apply expeditiously. The firm does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 to go to **Members Only** offices, client sites, or events, except when mandated by federal, state, or local law. However, clients may require proof of vaccination or testing in some circumstances.
In this role, the Senior Associate will:
- Provide tax compliance and advisory services to owners and senior executives of **Members Only**'s private client base
- Prepare complex individual income, gift, trust, and estate tax returns for ultra-high net worth individuals and Family Offices
- Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
- Manage teams of tax professionals and assistants working on client projects
- Advise clients and be responsible for delivering high quality tax service and advice
- Participate in and contribute to market and business activities external to the firm
Qualifications for this role include:
- Minimum two years of ultra-high net worth individual and/or trust and estate tax experience in an accounting firm and/or law firm
- Bachelor's degree, ., . in taxation and/or Master's in Taxation (MST) from an accredited college/university
- Deep experience with individual income tax and/or gift tax, estate tax and trust taxation; multi-generational estate planning experience is a plus
- Experience managing multiple client engagements and client service teams
- Excellent advisory, compliance, verbal and written communication skills with the ability to articulate complex information
**Members Only** offers a comprehensive compensation and benefits package, including a competitive salary range, medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, personal time off, and firmwide breaks. The firm also values investing in its culture and people, providing formal training, informal mentoring, and a collaborative and future-forward work environment.
**Members Only** is an affirmative action-equal opportunity employer and complies with all applicable federal, state, and local laws regarding recruitment and hiring. The firm is committed to creating a diverse and inclusive workplace where all employees can thrive. **Members Only** is also a proud supporter of mental health and offers a robust suite of personal well-being benefits to support employees' mental health.
Interested candidates are encouraged to apply expeditiously as **Members Only** recruits on a rolling basis. The firm does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 to go to **Members Only** offices, client sites, or events, except when mandated by federal, state, or local law. However, clients may require proof of vaccination or testing in some circumstances.
