Senior Tax Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Trove FS, LLC · 18 hours ago

Senior Tax Associate

positionStamford, CT
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date3+ years exp

Trove FS, LLC is a company specializing in tax compliance and planning support for complex private clients. The Senior Tax Associate plays a crucial role in delivering high-quality tax services while providing guidance to junior team members and collaborating with Tax Managers and Family Office teams.

ConsultingFinanceFinancial Services
check
H1B Sponsor Likelynote
Hiring Manager
Evan Rapp
linkedin

Responsibilities

Prepare and review tax returns for high-net-worth individuals, trusts, and closely held businesses
Ensure accuracy, completeness, and compliance with applicable tax laws and regulations
Review financial statements and supporting documentation for accuracy and tax compliance
Inspect and analyze account books for accuracy, efficiency, and potential tax implications
Identify tax issues, risks, and opportunities and escalate appropriately
Support clients’ current and future tax planning initiatives
Apply technical tax knowledge to help minimize tax exposure
Collaborate with Tax Managers and Family Office professionals on planning strategies
Serve as a day-to-day contact for assigned client matters
Communicate with clients and their external advisors clearly and professionally
Manage timelines, deliverables, and follow-ups across engagements
Review work prepared by Tax Associates and provide constructive feedback
Support training and development of junior team members
Contribute to process improvements and best practices

Qualification

Tax compliance expertiseTax preparation softwareCPA certificationAccounting experienceCommunication skillsTeam-orientedTime managementCritical thinking

Required

3–6 years of tax or accounting experience in public accounting, family office, or similar environment
Bachelor's degree in Accounting or related field
Strong technical foundation in individual and closely held business taxation
Ability to operate independently and collaboratively
Critical and strategic thinker in a fast-paced environment
Experience with tax preparation and accounting software
Exceptional communication, writing, and listening skills
Team-oriented with high emotional intelligence
Strong time management and prioritization skills

Preferred

CPA preferred or actively pursuing

Company

Trove FS, LLC

twittertwittertwitter
company-logo
Trove provides comprehensive solutions to manage the financial, administrative, tax, and lifestyle needs of ultra-high-net-worth families and privately held businesses.
dateFounded in 2001
location
Boston, Massachusetts, USA
people-size51-200 employees
web-link
https://jdjfos.com/

H1B Sponsorship

Trove FS, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Steve Sarcione, CTFA, AEP®
Partner and Co-Founder
linkedin
leader-logo
James M. Kittler
Partner
linkedin
Company data provided by crunchbase