Senior Tax Associate
About The Position
The Senior Tax Associate is the cornerstone of our client engagement teams. While ensuring client satisfaction and appropriate execution of engagement plans, they are the pivotal point to team members and client work through which most communication must travel. This role works to ensure that information is transferred efficiently and appropriately. The Senior Associate will develop and demonstrate deep knowledge of the technical issues and their application in their chosen discipline(s). They also help manage engagement economics, bringing potential change orders to the attention of clients, managers, and partners. The Senior Associate is expected to complete all parts of the CPA exam pursuant to earning their professional credentials as a certified public accountant or an enrolled agent. They also help manage the expectations of the Managers, Partners, and clients of the timing of engagement projects and coordinate with team members to adjust for any schedule changes.
Requirements
- Bachelors in Accounting or related field
- Minimum three (3) years of experience in public accounting with focus in taxation
- Eligibility to be licensed as a CPA or Enrolled Agent required or LLM in Tax
- Proficiency in Microsoft Office, Adobe, and Accounting software (Such as CCH products; ProAxcess and FX Engagement)
- Knowledge of IRS codes and entity tax matters
- Knowledge of GAAP (Generally Accepted Accounting Principles)
- Knowledge of individual, corporation and partnership tax rules
- Interest in learning and doing international tax work
- Experience preparing tax returns
- Experience solving complicated tax issues
- Solid understanding of advanced accounting issues
- Strong analytical aptitude and application
- Strong written and oral communication skills
Nice To Haves
- Masters degree in taxation or related field preferred
- CPA certification is preferred
Responsibilities
- Prepare tax returns for diverse entity types, including C corporations, S corporations, partnerships, LLCs, trusts, estates, and individuals.
- Conduct thorough tax research and analysis to ensure compliance with applicable regulations and identify tax-saving opportunities.
- Maintain frequent communication with clients to foster long-term relationships and provide exceptional service.
- Coordinate and oversee work performed by team members to deliver high-quality service to clients.
- Ensure adherence to firm procedures, legal requirements, and client specifications.
- Mentor and develop junior staff to enhance their professional growth and skills.
- Identify and capitalize on cross-selling opportunities to enhance client relationships and expand service offerings.
- Actively participate in internal project teams to support firm-wide initiatives and objectives.
- Proactively identify learning gaps and regularly review development plans with management.
- Attend ongoing training and development programs organized by the firm to enhance skills and stay updated on industry trends.
- Hold and maintain relevant licenses and memberships to uphold professional standards and legal requirements.
- Stay informed about financial trends and legislation, continuously improving skills, and meeting minimum CPE requirements.
Benefits
- Comprehensive Health Coverage – Medical, dental, and vision.
- Retirement & Financial Planning Support – 401(k) with match, financial wellness programs.
- Generous Paid Time Off – Vacation, sick time, holidays, parental leave and volunteer days.
- Flexible Work Arrangements – Hybrid or remote options, flexible hours.
- Performance-Based Bonus – Recognition for your contributions through discretionary bonuses.
- Professional Development Opportunities – Tuition reimbursement, certifications, mentorship.
- Career Growth & Internal Mobility – Clear paths for advancement and role transitions.
- Inclusive & Supportive Culture – DEI initiatives, employee resource groups, wellness programs.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
