Sr. Tax Associate Opportunity at a Prestigious Family Office - Robert Half Careers

Robert Half is excited to partner with a highly respected, privately held family office in the Greater Hartford area, specifically West Hartford, Connecticut, United States, to find a talented Sr. Tax Associate for their in-house tax team. This is a rare opportunity for experienced tax professionals, particularly those transitioning from public accounting, to maintain engagement with complex tax matters while enjoying superior work-life balance, competitive compensation, and robust career growth. Managing a diversified investment portfolio with significant real estate holdings and related operating entities, this organization offers a collaborative, stable, and relationship-driven culture characterized by low turnover and long-tenured staff.

About the Role

Joining as a Sr. Tax Associate means stepping into a visible position with direct access to senior tax leadership. You'll contribute to high-impact tax strategies for a sophisticated family office, handling everything from partnership returns to trust filings. Unlike the grueling hours of public accounting, this full-time role features a predictable schedule outside a clearly defined busy season, allowing you to excel professionally without sacrificing personal time. Ideal for CPA candidates or seasoned preparers seeking stability in West Hartford, CT, this position combines technical depth with a supportive environment perfect for long-term commitment.

Key Responsibilities

In this dynamic Sr. Tax Associate role, you'll dive into hands-on tax work that keeps your skills sharp:

• Prepare and meticulously review federal, state, and local tax returns for diverse entities including partnerships, corporations, individuals, and trusts.
• Develop accurate tax projections, estimates, and extensions to ensure seamless compliance.
• Support innovative tax planning initiatives and contribute to special projects that drive strategic value.
• Manage tax notices, audits, and all correspondence with taxing authorities efficiently.
• Perform in-depth tax research and remain abreast of evolving tax regulations, IRC changes, and state-specific updates.
• Foster close collaboration with senior tax leadership, investment teams, and internal stakeholders for optimal outcomes.

These responsibilities demand precision and proactivity, offering ample opportunity to showcase your expertise in a family office setting renowned for its complexity akin to Big 4 clients but without the burnout.

Required Qualifications

To thrive as our Sr. Tax Associate in West Hartford, CT, you should bring:

• 4+ years of progressive tax experience, ideally from public accounting firms like the Big 4 or mid-tier practices.
• A Bachelor's degree in Accounting, Finance, Taxation, or a closely related discipline.
• CPA certification (active or in progress) highly preferred; EA or other credentials a plus.
• Deep expertise in federal, state (CT-specific), and local tax compliance for partnerships, S-corps, C-corps, high-net-worth individuals, and complex trusts.
• Advanced proficiency in tax preparation software such as CCH Axcess, Thomson Reuters UltraTax, or GoSystem, plus Microsoft Excel for modeling.
• Proven analytical prowess for tax research using tools like BNA Portfolio or Checkpoint.
• Exceptional communication skills to liaise with executives and external advisors.
• A collaborative mindset suited to a tight-knit team environment with low drama and high trust.

Public accounting alumni will find this role a seamless pivot, preserving your technical edge while unlocking better balance.

Why Join Us

This Sr. Tax Associate position stands out in the competitive West Hartford, CT job market for its unmatched blend of rewards:

• Lucrative Compensation: Base salary of $125,000–$150,000 annually, plus generous performance bonuses tied to results.
• Comprehensive Benefits: Immediate 401(k) with strong employer match, health insurance, PTO, and more.
• Work-Life Harmony: No more 80-hour weeks—enjoy a stable schedule with flexibility post-busy season.
• Career Advancement: Clear path to Tax Manager or Director roles with mentorship from seasoned leaders.
• Premier Culture: Family office vibe with collaborative energy, stability, and long-term employee retention.
• High-Impact Work: Tackle sophisticated real estate, investment, and operating entity taxes that rival public firm engagements.

Robert Half ensures all inquiries remain confidential. Ready to elevate your tax career in West Hartford, Connecticut? Email your resume to Kelleigh Marquard at Kelleigh.Marquard@roberthalf.com. We never share resumes without permission. Search 'Sr. Tax Associate Robert Half West Hartford CT' for more details on this SEO-optimized opportunity.