Senior Tax Associate - HNW, Trust and Estate Focus jobs in United States
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Beacon Hill · 1 day ago

Senior Tax Associate - HNW, Trust and Estate Focus

Beacon Hill is a well-established law firm in Center City Philadelphia seeking an experienced tax professional to join its growing team. The role involves preparing and reviewing tax returns for high-net-worth individuals, trusts, and estates, while also assisting with tax planning strategies and ensuring compliance with regulatory standards.

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H1B Sponsor Likelynote

Responsibilities

Prepare and review federal, state, and local tax returns for high‑net‑worth individuals, trusts, estates, and closely held entities
Assist with tax planning strategies to optimize client outcomes across individual, fiduciary, and estate tax areas
Support tax provision and compliance requirements, ensuring accuracy and adherence to all regulatory standards
Conduct research on complex tax issues and provide clear, actionable recommendations
Maintain strong client relationships through responsive communication and high‑quality deliverables
Collaborate with partners and internal teams to support client engagements and special projects

Qualification

Tax complianceTax planningHigh-net-worth taxMulti-state considerationsClient-service mindsetCPAEA certificationCommunication

Required

3+ years of relevant tax experience within public accounting or a law firm environment
Strong technical knowledge of high‑net‑worth, trust, and estate tax
Experience with tax compliance, planning, and multi‑state considerations
Ability to manage multiple priorities in a deadline‑driven environment
Excellent communication skills and a client‑service mindset

Preferred

CPA, EA, or progress toward certification is a plus but not required

Benefits

Medical
Dental
Vision
Federal and state leave programs

Company

Beacon Hill

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Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

H1B Sponsorship

Beacon Hill 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 (38)
2024 (94)
2023 (76)
2022 (60)
2021 (77)
2020 (86)

Funding

Current Stage
Late Stage

Leadership Team

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Amber Leslie
Executive Assistant to CEO
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Amy Van Sicklin
Chief Culture Officer
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Company data provided by crunchbase