Senior Tax Associate

Ryan & Juraska LLP is a full-service public accounting firm specializing in assurance and tax services for the financial services industry. We are seeking a Senior Tax Associate to take a hands-on role in planning and executing tax engagements, with a focus on tax return preparation for high-net-worth and ultra-high-net-worth individuals in addition to financial services clients, coordinating day-to-day tax compliance work, and building strong client relationships. Working closely with managers and partners, you will combine technical tax skills with practical problem-solving and help deliver thorough, timely tax services. This role offers broad engagement ownership and direct involvement with firm leadership.

·        Coordinate the day-to-day execution of tax engagements, from planning and information gathering through return preparation, review, and filing, under manager and partner supervision.

·        Develop an understanding of each client’s business, entity structure, financial reporting processes, and industry-specific tax considerations; translate that understanding into appropriate tax compliance procedures.

·        Prepare federal, state, and local tax returns and supporting schedules, including individual income tax returns for high-net-worth and ultra-high-net-worth clients, partnership returns, Schedules K-1, book-to-tax adjustments, and other filings relevant to the assigned client.

·        Analyze tax information, investigate discrepancies, exercise professional judgment, and promptly escalate significant findings or complex tax matters.

·        Prepare clear, well-supported tax workpapers, calculate estimated payments and extensions, and research tax questions for manager or partner review, including complex investment income, capital gains and losses, pass-through income, and multistate reporting for high-net-worth and ultra-high-net-worth individuals.

·        Coordinate client information requests, communicate engagement progress and outstanding items, and help resolve routine tax compliance and reporting questions.

·        Guide associates and interns, review assigned tax workpapers and returns, and provide practical coaching on documentation and tax preparation procedures.

·        Monitor engagement budgets, deadlines, and competing priorities; identify potential delays early and propose practical solutions.

·        Follow applicable tax laws, professional standards, and firm quality management policies while maintaining objectivity, ethical conduct, and client confidentiality.

·        Contribute to improvements in engagement templates, tax tools, and firm processes, and continue developing financial services industry expertise.

·        Bachelor’s degree in accounting or a closely related field.

·        Approximately 3–5 years of progressively responsible public accounting tax experience, including responsibility for significant tax compliance areas and day-to-day engagement coordination.

·        CPA license or active progress toward licensure.

·        Working knowledge of federal and state tax laws, individual income taxation, partnership taxation, and book-to-tax adjustments, with the ability to research and apply relevant guidance.

·        Experience serving financial services clients or a strong foundation in individual and partnership tax compliance and a demonstrated interest in financial services.

·        Strong analytical skills, attention to detail, and sound professional judgment.

·        Clear written and verbal communication skills and the ability to build productive client relationships.

·        Ability to organize multiple engagements, work independently within established review processes, and collaborate closely with a small team.

·        Proficiency with Microsoft Excel and tax preparation and electronic workpaper tools, and a willingness to learn new technology.

·        Authorized to work in the United States.

·        Active CPA license or Enrolled Agent.

·        Experience with one or more relevant client types, such as investment funds, investment advisers, broker-dealers, introducing brokers, futures commission merchants, or specialty finance companies.

·        Familiarity with investment taxation, financial instruments, partnership allocations, or multistate tax reporting relevant to the firm’s client base.

·        Experience research