Top 8 Senior client services associate Jobs in Michigan

Tax Senior Associate - Private Client Services
EHTC —Ada, MI
- Full-time
- Research
- Mid-level
- 3 years
Quick Apply
Senior Audit Associate (Client Service)
Doeren Mayhew CPAs and Advisors —Troy, MI
- Senior level
- Leadership
- 2 years
Quick Apply
Senior Client Service + Operations Associate- Wealth Management Firm
Bridgewise Financial Partners LLC —Troy, MI
- $71,200 - $95,600 a year
- Full-time
- 5 years
- Office
- US work authorization
- Profit sharing
- Paid time off
Quick Apply
11h
Senior Accountant, Outsourced Accounting - Healthcare Industry Clients
Wipfli —Southfield, MI
- $74,000 - $100,000 a year
- Remote
- CPA
- 5 years
- Finance
- Health savings account
- AD&D insurance
Home Health Client Support Executive
Optimal Care - Evergreen —Macomb, MI
- $80,000 - $90,000 a year
- Monday to Friday
- Background check
- Data analysis skills
- Office
- Mileage reimbursement
- Health savings account
Quick Apply
4d
Senior Client Relationship Representative
First Merchants Bank —Ann Arbor, MI
- Office
- High school diploma or GED
- Business development
- Paid parental leave
- Paid holidays
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Senior Manager, Accounting Advisory - Skilled Nursing Industry Clients
Wipfli —Southfield, MI
- Remote
- CPA
- Finance
- Master's degree
- Health savings account
- AD&D insurance
Pro Sales Customer Care Representative
Percepta —Dearborn, MI
- From $16 an hour
- Hybrid work
- Dealership
- Computer literacy
- High school diploma or GED
- Health savings account
- Paid holidays
Quick Apply
12d

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Tax Senior Associate - Private Client Services

EHTC
Ada, MI

Quick Apply

Job Details

Full-time

Qualifications

Public accounting
Employee relationship building
Partnership tax expertise
Schedule management
Bachelor's degree
Accounting firm experience
Estate planning

Full Job Description

Description:

EHTC is seeking a Tax Senior Associate to join our Private Client Services team. This role is responsible for supporting tax compliance, planning, consulting, and advisory engagements for high-net-worth individuals, families, trusts, estates, foundations, and closely held businesses.

The Tax Senior Associate – Private Client Services plays a key role in delivering tax compliance, planning, consulting, and advisory services to high-net-worth individuals, families, trusts, estates, foundations, and closely held businesses.

This position provides the opportunity to work on complex tax matters, identify planning opportunities, mentor developing professionals, and contribute to the continued growth of EHTC's Private Client Services practice.

Key Responsibilities

Prepare complex tax returns for high-net-worth individuals, trusts, estates, partnerships, S corporations, private foundations, and gift tax engagements.
Review individual and trust tax returns, workpapers, and related deliverables for accuracy, completeness, and compliance with professional and firm standards.
Work directly with clients and their advisors to gather information, identify needs, and support tax compliance, planning, and consulting engagements.
Research technical tax issues, analyze relevant facts and circumstances, and develop recommendations for engagement leaders.
Analyze tax notices received from government agencies and prepare draft responses for review.
Identify tax planning opportunities and assist in developing practical recommendations aligned with clients' personal, family, estate, philanthropic, and business objectives.
Manage multiple assignments and deadlines while maintaining a high level of quality, accuracy, and attention to detail.
Communicate proactively with clients and engagement teams regarding project status, open items, client needs, and deadlines.
Build and maintain strong working relationships with clients, advisors, and internal team members.
Support the development of associates and interns through mentoring, coaching, training, and day-to-day guidance.
Stay informed on tax law changes and industry developments and assist in evaluating their impact on clients and engagements.
Collaborate with professionals across service lines to address client needs and deliver integrated solutions.
Contribute to process improvement initiatives that enhance client service, engagement efficiency, and team effectiveness.
Participate in recruiting, onboarding, training, and firm development initiatives as opportunities arise.

What Success Looks Like

The ideal candidate is a proactive tax professional who enjoys tackling complex tax matters, building meaningful client relationships, and continuously developing their technical expertise. You take pride in delivering high-quality work, managing multiple priorities with confidence, and supporting clients and team members with a collaborative, solutions-oriented mindset. You'll thrive in an environment that values professional growth, exceptional client service, and a commitment to going above and beyond.

Requirements:

Bachelor's degree in Accounting or a related field.
3+ years of public accounting tax experience.
Experience preparing tax returns for individuals, trusts, estates, partnerships, and S corporations.
Strong technical tax knowledge related to individual, trust, estate, partnership, and S corporation taxation, as well as tax compliance and research.
Strong analytical, critical thinking, problem-solving, and decision-making skills.
Excellent verbal and written communication skills.
Ability to manage multiple assignments, priorities, and deadlines while maintaining accuracy and attention to detail.
Ability to work independently and collaboratively within a team environment.

Preferred Qualifications

Experience serving high-net-worth individuals, families, private foundations, and closely held businesses.
Experience with gift tax, fiduciary, and private foundation engagements.
Experience with tax research databases, tax compliance software, AI tools, and document management systems.
Familiarity with UltraTax, GoRS, CoCounsel, and other Thomson Reuters products.

Why EHTC?

At EHTC, we help clients achieve their full potential through comprehensive accounting, tax, and advisory services. As a full-service CPA firm, we combine the expertise and resources of an established firm with the collaborative culture and personal relationships of a local practice.

Our team members have the opportunity to do meaningful work, build lasting relationships, and grow their careers in an environment that values teamwork, professional development, and helping others succeed. We strive to maintain a healthy balance of hard work and fun while supporting our clients, our team, and our community.

Quick Apply

Refine Your Search

senior client services associate jobs in michigan

Tax Senior Associate - Private Client Services

Senior Audit Associate (Client Service)

Senior Client Service + Operations Associate- Wealth Management Firm

Senior Accountant, Outsourced Accounting - Healthcare Industry Clients

Home Health Client Support Executive

Senior Client Relationship Representative

Senior Manager, Accounting Advisory - Skilled Nursing Industry Clients

Pro Sales Customer Care Representative

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