Senior Tax Associate

Gatewood Wealth Solutions•Brentwood, MO

9h•Hybrid

About The Position

The Senior Tax Associate is the operational anchor of Gatewood Tax & Accounting. This person owns business and individual tax returns end-to-end across our diversified book — including S-corporations, partnerships, C-corporations, individuals, and trusts and estates — and works closely with our integrated team to deliver complete client service.

Requirements

Minimum 3-5 years of public accounting tax experience (CPA firm, not solely industry).
CPA licensed or within 12 months of completion.
Demonstrated ability to own a business return end-to-end without line-by-line supervision.
Hands-on experience with at least one major professional tax platform (CCH Axcess, UltraTax, Lacerte, or ProSystem fx).
Excellent client service and written communication skills.
Ability to manage multiple deadlines with high accuracy under filing-season pressure.
Available to start no later than mid-June 2026.

Nice To Haves

Multi-state compliance experience.
Fiduciary tax experience (Form 1041) for trusts and estates.
Exposure to international forms (5471, 5472, 8865, 8938, FBAR).
Accounting and bookkeeping software fluency (QuickBooks Online, Xero).
Familiarity with Practifi or other Salesforce-based practice-management platforms.
Specialty exposure: R&D credits, ERC, energy credits, cost segregation, or similar.
Prior experience in an integrated wealth management environment.

Responsibilities

Prepare passthrough returns (1120-S, 1065) including multi-state allocations, basis tracking, and K-1 production.
Prepare C-corporation returns (1120) including book-to-tax reconciliations, NOLs, and credits.
Prepare individual returns (1040), including business-owner returns with K-1s and Schedule C/E.
Prepare fiduciary returns (1041) for trusts and estates, including beneficiary K-1s.
File extensions on time. Support quarterly estimates, safe-harbor planning, and year-end close.
Own all major filing deadlines end-to-end — March 15, April 15, September 15, October 15 — plus quarterly cycles.
Conduct first-level review of returns prepared by junior staff or contract preparers.
Track status across the full book of returns and provide weekly visibility to leadership.
Serve as primary preparer-side contact for assigned engagements — manage client communication, data requests, and engagement follow-through.
Identify tax planning opportunities during compliance work and route them to the right specialist.
Coordinate across Gatewood teams: wealth advisors on personal tax strategy; the employer-sponsored retirement plan specialist on retirement-plan tax and strategic planning; and other GTA specialists in accounting and CFO services for clients with integrated needs.
Contribute to process improvement, workflow documentation, and tax-technology evaluation.
Help onboard future team members as the department grows.
Maintain CPE and technical currency.