Sr. Tax Associate


: $83,845.00 - $156,310.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Sr. Tax Associate

The Colony Group seeks a motivated and qualified individual for the position of Sr. Tax Associate. The individual selected for this opportunity will assist the office s Tax Department in providing a broad range of tax planning and compliance support to Colony Group clients and to the business management division of the company.

Primary responsibilities for this position include:

  • Tax planning and preparation for high-net-worth individuals and their related entities;
  • Preparing or performing first reviews on certain individual, trust, partnership and S-Corporation returns;
  • Ensuring compliance with all federal and state filing requirements on behalf of clients;
  • Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments;
  • Assist the Tax Department with regularly educating permanent and seasonal tax preparation staff; and
  • Assist with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.

The position requires:

  • A Bachelor s degree in Finance or Accounting with 4-6 years relevant experience;
  • A demonstrated focus on preparing individual, fiduciary and business tax returns with a primary focus on high-net-worth individuals and families;
  • Superb written and verbal communication skills;
  • Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology;
  • Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and
  • Ability to work in a fast-paced, multi-office environment and to juggle multiple and competing tasks and demands.

Theposition prefers:

  • Experience working in a business management firm;
  • Experience preparing private foundation and gift tax returns; and
  • Experience with ProSystem fx Tax, CCH Axcess, Engagement and BNA Income Tax Planner.

The Colony Group, LLC provides investment, wealth management, business management, tax compliance, and other financial advisory services to a multitude of high-net-worth and ultra-high-net-worth private clients as well as a prestigious base of institutional clients. Founded in 1986 and managed by financial professionals dedicated to providing objective advice and exceptional service, The Colony Group manages over $10 billion in client assets and has offices in Massachusetts, New York, Virginia, Florida, Colorado, Maryland, California and New Hampshire. For more information, please visit

Job Requirements:
Related Keywords:

tax, tax administration, tax accountant, tax associate, taxation, accounting, business management, wealth management, tax planning, compliance, tax support, compliance support, tax review, individual returns,

Associated topics: banking solution, collection analyst, commercial loan, loan originator, mortgage officer, mortgage originator, mortgage servicing officer, relationship, representative, sell * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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