(Remote) Tax Senior Associate

• Financial Planning.  We help our clients define their financial goals and we build comprehensive net worth projections to ensure that they are on track to achieve them, along with scenario analyses to understand the implications of career and lifestyle choices.  This process also includes proactively optimizing the client’s insurance coverage, estate planning, debt management, employee benefits, college savings, charitable giving, and any other material financial decision. 
• Portfolio Management.  Our firm’s investment philosophy is central to our identity: we believe that markets are efficient, and therefore we don’t attempt to pick individual securities or time the market.  Instead, we invest in low-cost, broadly-diversified, tax-efficient portfolios of passively-managed mutual funds and ETFs (such as those offered by Dimensional Fund Advisors or Vanguard), and we continuously manage portfolios in an effort to squeeze out every possible basis point from tax location, tax loss harvesting, rebalancing, etc.
• Tax Services.  Our in-house, fully-integrated tax team prepares and files our clients’ tax returns and provides ongoing tax planning and consultation.

• Work closely with the Tax team and Wealth Advisors to meet our clients’ holistic financial planning needs by contributing to the taxservices that we provide, as described below.
• Tax compliance:
  • Prepare and review federal and state returns (as well as any associated gift tax returns, trust returns, etc.) for our clients.  Note that we have clients all over the country, and many of our clients work in multiple states throughout the year, so a basic understanding of differing state tax law will be necessary. 
  • Periodically assess the need for quarterly estimated tax payments and ensure that all necessary payments are made by our clients
  • Assist clients with any tax letters, notices, and audits, which includes drafting responses and communicating with the IRS and various state Departments of Revenue.
  • Assess implications of US international tax reporting (including forms FinCEN 114, 8938, and 1116) for our foreign clients living in the US who have foreign bank accounts, assets, and income.
• Tax planning/consulting:
  • Collaborate with Tax Advisors to produce and review tax projections and tax planning for a subset of our clients (e.g., clients with stock-based compensation, self-employed clients with fluctuating cashflows, and clients with multiple sources of income). 
  • Perform and review wage and withholding analyses to help clients achieve their preferred level of tax withholding, and help them to periodically re-calibrate as circumstances change (new jobs, etc.).
  • Provide year-round assistance in consulting on tax matters/questions that come up, researching relevant topics as needed.
• Help evaluate and demo any alternatives to current software being used by the Tax team.
• Continually search for ways to improve the Tax team’s and the firm’s processes and client experience, and to speak up when they are found.
• Help to recruit, hire, train, and manage others on the Tax team as the firm continues to grow.

• Bachelor’s degree
• Active CPA license or EA credential strongly preferred.  If not currently certified, must meet educational requirements to obtain license or credential in state of employment upon hire.
• 3-5 years of relevant work experience in tax services (particularly tax return preparation and compliance) for high-net-worth individuals
• Clear and confident communication, both in writing and orally.  The ability to succinctly distill complex topics into understandable form when conversing with clients and educating our internal team.
• Experience in and comfort with the tax topics relevant to Geometric’s niche client audience, and the curiosity to gain further expertise in those matters.
• A “planning mindset.”  The ability to view tax planning in the broader context of a client’s financial goals.
• Knowledge of the basics of estate planning or willingness and aptitude to learn. 
• Exceptional organizational skills.  You should be the type of person who develops processes to ensure that everything remains organized and that nothing ever falls through the cracks.
• Airtight reliability.  Always doing what you say you will do, when you say you will do it.  When you take ownership of a task or project, everyone else on the team should feel comfortable knowing that it is taken care of.
• Aptitude for and comfort with technology.  Both the ability to effectively use existing technology and the willingness to think strategically about how new technology could be used to improve our internal processes.
• Knowledge of (or at least willingness and aptitude to learn) the technology relevant to our tax practice: CCH Axcess, CCH AnswerConnect, BNA Income Tax Planner, and Sureprep.
• Comfort with receiving feedback with the goal of continuous professional growth.
• Service-minded, both in providing excellent service to our clients and to the rest of our team.
• Fun to work with and enjoyable to be around.

• Flexible work schedule.  We work hard and trust that all team members will do the same, so we operate with a flexible work environment – when family or important life obligations call, we expect you to answer!  That said, we expect that everyone will typically be available during working hours (roughly 8:30 CT – 5:00 CT), which is necessary for us to operate as a team, and that everyone will have a private, quiet workspace during those hours.  We have no defined vacation or sick policy and trust that everyone will take what they need.
• Health insurance.  At the beginning of the month following your start date, you will have the option to participate in our company-sponsored medical plan, with Geometric paying for at least 2/3 of the premiums.  Geometric also offers dental, vision, and long-term disability benefits.
• 401(k).  Including 5% company match with immediate vesting.
• Family leave.  Paid parental leave (either (a) 12 weeks full-time or (b) 8 weeks full-time + 8 weeks half-time) after welcoming biological or adopted children.  This applies to both mothers and fathers.
• Professional Development Sponsorship. The firm values life-long learning and provides an annual stipend to full-time employees to pursue relevant professional development opportunities including obtaining credentials, attending conferences and taking continuing education classes.
• Portfolio Management. For those who want it, Geometric will manage your investment portfolio at no charge using the same platform that we use for clients.  (Note that this does not include broader, comprehensive financial planning or tax services.)
• Tech/home office needs.  Geometric will supply work-related technology (hardware and software) as well as a stipend for furnishings or other items needed to make your home office comfortable and productive and secure.
• Wellness Wednesdays.  Our team chooses not to work for a portion of every Wednesday afternoon.  Instead, we each do something fun - ideally something outdoors and physical.  We believe this makes us healthier, happier, and ultimately more productive.
• Sabbaticals. Geometric offers “no work allowed,” fully-paid, five-week sabbaticals after seven years with the firm (and every five years thereafter).

• Excellence: We are service-oriented, and we put our clients’ interests ahead of our own. We take pride in the excellence of our team, our service, our analyses, and our deliverables.
• Overcommunication: We value open, honest, and thoughtful communication and take extra time to ensure that our communications are clear.
• Continuous Improvement: We embrace the fact that our firm – and each of us individually – will always be a work-in-progress. There is no end state; only a journey of getting better.
• Support and Balance: We choose to work with people who are positive, supportive, and kind.  We value our own mental and physical wellness, and we care about the wellness of our colleagues.

1. First-round interview, typically with a member of the Tax team.
2. Second-round interview, with existing Tax team members.
3. Written simulation exercise, intended to give you a better sense of what the job entails, and to give us a better sense of your ability to perform the responsibilities of the role.
4. Final-round interview, typically with Geometric’s CEO and COO.

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