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Robert Half is conducting a Search for a Sr. Tax Associate on behalf of a highly successful Real Estate Investment firm in the Greater Hartford area. This is an excellent opportunity for an experience tax professional who enjoys hands-on technical work and team leadership—but is looking for a more sustainable pace than public accounting typically offers. This organization manages a diversified investment platform with meaningful real estate holdings and long-term ownership horizons. The tax function is fully in-house, highly respected internally, and closely aligned with senior leadership.
Job Responsibility:
Handle preparation and review of federal, state, and local tax filings for a range of entities, including partnerships, corporations, individuals, and trusts
Perform tax provisions, projections, and estimated payment schedules
Partner with senior leadership on tax planning initiatives and strategies to optimize tax efficiency
Conduct tax research related to new legislation and complex transactions
Ensure compliance with all filing deadlines and payment requirements
Support responses to tax notices, audits, and inquiries from taxing authorities
Drive process improvements and support ad hoc tax projects as the organization continues to grow
Requirements:
5+ years of progressive tax experience
CPA preferred
MST or advanced tax education a plus
Background in public accounting, family office, or private investment environments
Exposure to high-net-worth individuals, trusts, and real estate-related entities strongly preferred
Prior experience reviewing work and leading or mentoring junior staff
Strong organizational skills, attention to detail, and ability to manage multiple priorities
Comfortable working in a hands-on, team-oriented environment
Experience with leading tax and accounting systems (such as CCH platforms, Engagement tools, Excel/Microsoft 365, and property or investment accounting software) is beneficial
Nice to have:
CPA preferred
MST or advanced tax education a plus
Exposure to high-net-worth individuals, trusts, and real estate-related entities strongly preferred
Experience with leading tax and accounting systems (such as CCH platforms, Engagement tools, Excel/Microsoft 365, and property or investment accounting software) is beneficial
What we offer:
above-market base salary plus a generous bonus program
excellent benefits, including strong retirement contributions
career growth opportunity in a stable, privately held environment
true work-life balance outside of a defined busy season
high visibility role partnering directly with executive tax leadership
collaborative, low-ego culture with exceptional employee tenure