Senior Associate, Tax Services
About The Position
Our client, a respected and growing public accounting and advisory firm, is seeking a Senior Associate, Tax Services to join its team. This is more than a traditional tax compliance role. It's an opportunity to lead client engagements, build trusted client relationships, mentor developing professionals, and help individuals and businesses navigate complex tax matters while advancing your public accounting career. The firm has developed a strong reputation for delivering exceptional client service while creating a collaborative environment where professionals can continue to expand their technical expertise, leadership skills, and long-term career opportunities. If you're looking for a position that combines tax planning, client interaction, mentorship, and flexibility, we'd welcome a confidential conversation. As a Senior Associate within the Tax Services practice, you'll take ownership of tax engagements from planning through completion while working directly with clients and engagement teams. You'll gain experience with: Individual Taxation Partnership Taxation S-Corporation Taxation Corporate Taxation Trust & Estate Taxation Tax Planning Strategies IRS & State Tax Matters Client Advisory Services Team Leadership & Development This role offers an excellent blend of technical tax expertise, leadership development, and relationship management.
Requirements
- Bachelor's Degree in Accounting
- 3+ years of public accounting tax experience
- Experience preparing and reviewing tax returns
- Strong analytical and problem-solving abilities
- Excellent oral and written communication skills
- Strong organizational and project management skills
- Ability to manage multiple priorities and deadlines
- Commitment to delivering exceptional client service
Nice To Haves
- CPA license or active CPA candidate
- Experience reviewing business and trust returns
- Previous experience mentoring staff
- Strong technical tax knowledge
Responsibilities
- Lead tax engagements from planning through completion
- Prepare and review individual, business, and trust tax returns
- Research and resolve complex tax matters
- Ensure compliance with federal, state, and local tax regulations
- Maintain high standards of technical accuracy and quality
- Build and maintain strong client relationships
- Develop an understanding of client businesses and tax needs
- Communicate tax planning opportunities and recommendations
- Provide exceptional responsiveness and service
- Identify opportunities to help clients improve tax efficiency
- Supervise, train, and mentor Staff Associates and junior team members
- Review work performed by engagement team members
- Provide coaching, feedback, and professional development support
- Foster collaboration and engagement success
- Research and analyze complex tax issues
- Assist with tax strategy development and planning opportunities
- Draft responses to tax authority inquiries
- Stay current on tax law developments and regulatory changes
- Support clients with proactive tax-saving strategies
Benefits
- Competitive compensation package
- Performance-based bonus opportunities
- Flexible scheduling options
- Professional development opportunities
- Leadership and mentorship opportunities
- Collaborative team environment
- Career advancement potential
- Exposure to diverse clients and industries
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What This Job Offers
Job Type
Full-time
Career Level
Senior
