Senior Tax Associate (Wealth Management)
Unity Search · La Nouvelle-Orléans
Job description
About the role
We are seeking a Senior Tax Associate to join our wealth management team in New Orleans. The role involves preparing and reviewing tax returns for individuals, trusts, and business entities, as well as providing tax planning for high‑net‑worth clients.
Key responsibilities
- Prepare and review annual tax returns for individuals, trusts, and business entities.
- Conduct tax planning and review complex high‑net‑worth tax returns.
- Assist with tax compliance and advisory services for clients.
Required profile
- 1–5 years of experience in tax preparation and planning.
- Strong knowledge of individual, trust, and business tax regulations.
- Ability to work with high‑net‑worth clients and complex tax situations.
Required skills
- Tax preparation software (e.g., Lacerte, ProSeries, or similar).
- Understanding of U.S. federal and state tax codes.
What we offer
- Hybrid work schedule.
- Employee ownership opportunities via stock grants.
- Annual bonus program.
- Comprehensive health coverage and wellness platform.
- 401(k) with 5% employer match and financial planning resources.
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Unity Search
La Nouvelle-Orléans
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