Senior Tax Associate | Hybrid Position

Position Overview

We are a boutique family office and compliance firm serving closely held businesses and high-net-worth individuals. Our approach is highly personalized, with a strong focus on tax strategy, estate planning, and long-term client relationships. Located in the scenic South Coast of Rhode Island, we offer a collaborative, low-turnover environment with a strong commitment to work-life balance.

Responsibilities

• Prepare federal and state tax returns
• Assist with annual gift strategies and gift tax compliance
• Create tax planning ideas and strategies for individuals and corporations
• Prepare and organize tax files and prepare projections
• Respond to IRS and state tax notices

Qualifications

3+ years of experience with :

Must Have :

Benefits