Senior Tax Associate
About The Position
This is more than a traditional tax compliance opportunity. It's an opportunity to work closely with business owners, executives, entrepreneurs, and high-net-worth individuals while developing advanced tax planning expertise, mentoring junior professionals, and building a long-term career within a firm known for its people-first culture and commitment to professional development. The firm has more than 400 professionals and multiple offices throughout Ohio and Florida. The firm has earned a reputation for combining sophisticated client service with a culture that prioritizes flexibility, work-life balance, and employee growth. This position offers the perfect blend of technical tax work, client interaction, and leadership development.
Requirements
- Bachelor's Degree in Accounting or related field
- Eligible to sit for the CPA Exam
- 3–5+ years of public accounting tax experience
- Experience preparing and reviewing business and individual tax returns
- Strong analytical and problem-solving abilities
- Excellent verbal and written communication skills
- Ability to work effectively in a team environment
Nice To Haves
- Advanced tax planning expertise
- CPA licensure
- Experience reviewing complex business returns
Responsibilities
- Prepare and review federal, state, and local tax returns for business and individual clients
- Analyze client financial information and supporting documentation
- Identify book-to-tax differences and prepare supporting workpapers
- Ensure compliance with applicable tax regulations and filing requirements
- Manage engagement timelines and project deadlines
- Assist engagement leaders with proactive tax planning strategies
- Identify tax-saving opportunities and areas of potential risk
- Support tax projections, estimated payments, and planning engagements
- Research tax matters and communicate findings effectively
- Help clients navigate changing tax regulations and compliance requirements
- Build and maintain strong client relationships
- Communicate findings, recommendations, and planning opportunities
- Respond to client inquiries and assist with notices or compliance matters
- Deliver exceptional client service and responsiveness
- Support year-round advisory discussions
- Review work prepared by Associates
- Provide coaching, mentoring, and technical guidance
- Assist with staff development and training initiatives
- Coordinate engagement workflows and project completion
- Help develop future leaders within the tax practice
Benefits
- Competitive compensation package
- Performance-based bonus opportunities
- Medical, dental, and vision insurance
- 401(k) retirement plan
- Life insurance coverage
- Short-term and long-term disability insurance
- Four weeks paid time off
- Twelve paid holidays, including floating holidays
- Family leave programs
- Ongoing training and development
- Wellness programs and resources
- Work-from-anywhere flexibility
- Strong career advancement opportunities
- CPA Support
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
