Top 130 Senior tax associate Jobs in Us+fully+remote

Senior Financial Planner - Remote (PST Time Zone)
EP Wealth Advisors, LLC —Remote
- $90,000 - $120,000 a year
- Full-time
- Remote
- Research
- 3 years
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Senior Associate - International Tax
MGO —Remote
- $80,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Opportunities for advancement
Senior Associate, Tax Controversy
Aprio —Atlanta, GA
- $70,000 - $133,500 a year
- Full-time
- Remote
- Mid-level
- Finance
- Analysis skills
- Profit sharing
- Wellness program
Senior Tax Associate - Full Time, Remote
Profitwise Accounting —San Diego, CA
- $80,000 - $120,000 a year
- Overtime
- Remote
- CPA
- Research
- Mentoring
- Paid holidays
- Health insurance
Quick Apply
Tax Senior Associate
Belltower Fund Group —Remote
- Remote
- CPA
- Mid-level
- Finance
Credit & Collections Specialist
Glen Park Senior Living —Remote
- $28 - $32 an hour
- Full-time
- Research
- Mid-level
- Finance
- Paid training
- Paid holidays
Quick Apply
1d
Tax Operations Senior Associate
Belltower Fund Group —Remote
- Remote
- CPA
- Research
- Mid-level
Senior Tax Advisor
ZMC & Associates —Remote
- $100,000 - $115,000 a year
- Full-time
- Background check
- Microsoft Outlook
- CPA
- Health insurance
- Dental insurance
Quick Apply
Senior Tax Manager - California Resident
Robert Lee & Associates, LLP —California
- $150,000 - $195,000 a year
- Full-time
- Remote
- CPA
- Customer service
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
Sr. Financial Advisor - Edward Jones Connection
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Extended hours
- Remote
- 5 years
- Bachelor's degree
- Fair chance
- Profit sharing
- Health savings account
Sr. Financial Advisor - Edward Jones Connection
Edward Jones —St. Louis, MO
- $74,600 - $122,800 a year
- Extended hours
- Remote
- 5 years
- Bachelor's degree
- Fair chance
- Profit sharing
- Health savings account
Senior Accounting Onboarding Specialist
Uplinq —Remote
- $75,000 - $85,000 a year
- Full-time
- Remote
- Management
- Mid-level
- QuickBooks
- Dental insurance
- 401(k)
Quick Apply
SPA - Senior Associate
CohnReznick —Los Angeles, CA
- $90,000 - $145,000 a year
- Remote
- CPA
- Research
- Mid-level
- Paid time off
- Parental leave
Senior Bookkeeper
Out of the Box —Remote
- $70,000 - $80,000 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Finance
Quick Apply
Tax Senior Manager
Gelt —Remote
- Full-time
- Remote
- CPA
- Research
- Master's degree
- Flexible schedule
Quick Apply
Senior Tax Associate (Corporate Tax)
Sagent Management —Remote
- Full-time
- Bachelor of Science
- Research
- Mid-level
Quick Apply
5d
Senior Accounting Associate, Aerospace, Defense, and Government
Aprio —Washington, DC
- $90,000 - $125,000 a year
- Full-time
- Remote
- Customer service
- Mid-level
- Bachelor's degree
- Profit sharing
- Wellness program
Tax Manager / Sr. Tax Manager
A Boutique International Tax & Legal Firm —Remote
- $125,000 - $175,000 a year
- Full-time
- Remote
- 3 years
- Continuous improvement
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Fund Accounting Senior Associate (Institutional)
Belltower Fund Group —Remote
- Remote
- CPA
- Research
- Mid-level
Sr Associate STAT Reporting Analyst
Lincoln Financial —Radnor, PA
- $66,750 - $106,800 a year
- Online Application
- Remote
- Microsoft Excel
- Microsoft Outlook
- CPA
- Tuition reimbursement
- Paid time off

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senior tax associate jobs near us+fully+remote

Senior Financial Planner - Remote (PST Time Zone)

EP Wealth Advisors, LLC
Remote

Quick Apply

Job Details

Full-time
$90,000 - $120,000 a year

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Referral program

Qualifications

Research

Full Job Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining strong client relationships, overseeing financial planning processes, and contributing to the firm’s service offerings.

Duties and Responsibilities

Client Relationship & Plan Development

Client Engagement: Work with advisors on clients with assets under management of $2 million or more. Consult with the Financial Planning Manager for clients with assets of $5 million and more complex financial plans.
Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more.
Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plans based on financial recommendations. Help implement financial strategies and track progress

Team Support & Process Improvement

Process Management: Manage and streamline the Financial Planning team's processes, including data collection, plan input, scenario generation, internal reviews, and presenting client meetings. Ensure all deliverables are accurate and timely.
Team Collaboration: Work with other team members and departments to improve systems, enhance workflows, and develop processes that help increase client satisfaction and drive service excellence.
Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial Planning Associates and Financial Planning Interns, guiding them in financial planning processes and firm culture.
Document Organization: Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites

Strategic Involvement & Support

Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm’s mergers and acquisitions efforts, including staff training and integration.
Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and

market changes to ensure the firm’s offerings remain competitive and up-to-date

Training & Professional Development

Ongoing Training: Participate in continuous professional development, including onboarding, bi-weekly department training, monthly continuing education opportunities, and a dedicated professional development hour.
Certifications & Specializations: Interest in pursuing additional financial planning designations or certifications that align with your career goals and the firm’s needs.

Additional Responsibilities

Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts.
Software & Process Improvements: Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective.
Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm’s capabilities in wealth management.
Client & Centers of Influence Engagement: Lead client seminars and local events in the region to build relationships and provide educational support. Actively support meetings to implement financial strategies

for clients.

Collaboration with Centers of Influence: Work with local Centers of Influence to implement action plans for clients, ensuring smooth execution and strong client satisfaction

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The role is remote and operates on a Pacific Time Zone schedule.

Certification: Certified Financial Planner designation.
Experience: 3-7 years of experience in financial services or a related field, focusing on financial planning.
Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com). Ability to learn and adapt to new systems and softwares.
Client Relationship Skills: Strong ability to build and maintain long-term client relationships and provide tailored financial advice.
Communication Skills: Excellent written and verbal communication skills, with the ability to present complex financial strategies clearly.
Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration and relationship-building skills.
Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimal supervision.
Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes and documents.
Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction and smooth workflow.
Education: Bachelor's degree

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Compensation: base range $90,000 - $120,000 (per year)

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

11 Paid Holidays

3 Weeks (PTO)

Paid Volunteer Time

Flexible Work Schedule

Highly subsidized Health, Dental, and Vision Plans

401k Retirement Account with company match contributions

Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance

Flexible Spending Accounts and Health Savings Accounts

Employee Financial Education

Employee Educational Expense Reimbursement

Employee Charitable Donations

Employee Referral Incentives

Employee Team Building Activities

Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

Quick Apply

Refine Your Search

senior tax associate jobs in us+fully+remote

Senior Financial Planner - Remote (PST Time Zone)

Senior Associate - International Tax

Senior Associate, Tax Controversy

Senior Tax Associate - Full Time, Remote

Tax Senior Associate

Credit & Collections Specialist

Tax Operations Senior Associate

Senior Tax Advisor

Senior Tax Manager - California Resident

Sr. Financial Advisor - Edward Jones Connection

Sr. Financial Advisor - Edward Jones Connection

Senior Accounting Onboarding Specialist

SPA - Senior Associate

Senior Bookkeeper

Tax Senior Manager

Senior Tax Associate (Corporate Tax)

Senior Accounting Associate, Aerospace, Defense, and Government

Tax Manager / Sr. Tax Manager

Fund Accounting Senior Associate (Institutional)

Sr Associate STAT Reporting Analyst

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