SENIOR TAX ASSOCIATE
About The Position
We're looking for a Senior Tax Associate to join our growing accounting firm. If you thrive on variety, value integrity, communicate effectively, and enjoy helping clients solve complex challenges, you'll feel right at home here. At our firm, we're more than accountants—we're trusted advisors and partners to our clients. We foster a culture that balances professional excellence with flexibility, career growth with personal wellbeing, and high standards with a supportive, family-friendly environment. As a Senior Tax Associate, you'll play an important role in tax preparation, review, planning, and consulting for a diverse client base across multiple industries. You'll work closely with clients and colleagues, providing insight, guidance, and exceptional service while continuing to develop your technical expertise, mentor junior team members, and prepare for future leadership opportunities. We're looking for professionals who are eager to grow with us and contribute to the future success of the firm.
Requirements
- Bachelor’s degree in accounting or related field.
- Minimum of 3–5 years of public accounting tax experience with increasing complexity of returns.
- Strong knowledge of individual and entity taxation.
- Proficiency with tax preparation software, Excel, and Adobe Acrobat.
- Ability to manage multiple engagements in a deadline-driven environment.
- Ability to work extended hours during peak seasons.
- Strong written and verbal communication skills.
Nice To Haves
- CPA license or CPA exam eligible.
- Master’s degree in accounting or taxation.
- Experience with entity-level tax planning and advisory conversations.
Responsibilities
- Prepare and review federal and state income tax returns for individuals, partnerships, S-corporations, C-corporations, and trusts.
- Manage assigned engagements from receipt of information through completion and delivery readiness.
- Ensure workpapers are organized, complete, and compliant with firm standards.
- Identify tax planning opportunities and communicate findings to Supervisors.
- Conduct tax research and apply findings accurately to client situations.
- Develop increasing proficiency in entity-level taxation and multi-entity structures.
- Monitor budgets, realization, and due dates for assigned engagements.
- Coordinate closely with the TSA team to ensure proper document flow, engagement letters, and status tracking.
- Collaborate with the CAS team to understand bookkeeping context and resolve discrepancies affecting tax returns.
- Monitor assigned deadlines and proactively communicate delays or issues.
- Utilize firm workflow tools and tax software effectively and consistently.
- Support Tax Associates by answering questions, providing constructive feedback, and modeling best practices.
- Assist in training new hires and interns.
- Begin learning to review tax returns prepared by tax associates.
- Demonstrate readiness for increasing supervisory responsibilities.
Benefits
- Competitive salary with performance-based bonus compensation plans
- SIMPLE IRA retirement plan with firm contributions
- Firm-paid AICPA & TSCPA memberships
- Firm-paid CPA license renewal and continuing professional education (CPE)
- Paid time off to sit for CPA exams
- Medical, dental, and vision insurance options
- Generous paid time off, sick days, and paid holidays
- Paid bereavement leave
- Supportive work-life balance with a flexible work schedule
- Paid volunteer hours and firm-wide community service activities
- Vibrant, family-friendly office environments
- Regular firm socials, team-building activities, and a fun, collaborative atmosphere
- Paid Fridays off from October 16 to December 31
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What This Job Offers
Job Type
Full-time
Career Level
Senior
