Senior Tax Associate

Upsourced Accounting • Columbus, OH

9d • Remote

About The Position

About Upsourced Upsourced is a modern accounting and advisory firm built specifically for fast-growing creative agencies. We combine strong accounting fundamentals with great technology, clear processes, and real financial leadership. Our goal is simple: give our clients clarity and confidence, and give our team a place where smart people can do their best work without burning out. We move fast. We try new things. We work with interesting businesses. And we don’t believe in busy season. The Role We’re looking for an experienced Senior Tax Associate to join our growing tax practice. This role is ideal for someone with a strong accounting foundation, excellent attention to detail, and experience preparing both business and individual tax returns. You’ll play a key role in delivering high-quality tax compliance services while supporting our commitment to accuracy, efficiency, and client service.

Requirements

• 3+ years of experience in business and individual tax compliance and preparation.
• Strong understanding of U.S. federal tax law and accounting best practices.
• Solid accounting foundation with the ability to read and interpret financial statements.
• Experience with accrual-to-cash adjustments and book-to-tax differences.
• Proficient in Microsoft Excel and comfortable working with accounting software such as QuickBooks Online.
• Exceptional attention to detail, organization, and time management.

Nice To Haves

• CPA, CPA candidate, or Enrolled Agent (EA) is a plus.
• Experience working with small businesses and business owners.
• Familiarity with tax planning concepts beyond compliance.
• Experience in a public accounting environment.
• Experience with ProConnect Tax is a plus.

Responsibilities

• Prepare and review business and individual tax returns with accuracy and efficiency.
• Complete tax compliance work for partnerships, S corporations, C corporations, and individuals.
• Prepare tax workpapers, reconciliations, and supporting schedules.
• Analyze financial statements and make necessary tax adjustments.
• Convert accrual-basis financial statements to cash basis when required.
• Identify discrepancies and proactively resolve accounting and tax issues.
• Collaborate with team members to ensure client deadlines are met and deliverables are completed accurately and on time.
• Assist with tax planning projects and other client advisory initiatives as opportunities arise.

Benefits

• Competitive salary based on experience.
• Performance-based raises and promotion opportunities
• Medical, dental, and vision insurance
• 401(k) retirement plan - 4% match
• Paid parental leave
• Company-paid laptop and home office environment
• Flexible, remote work environment.
• Flexible Paid time off and company holidays.
• Opportunities for professional development and career growth.
• The opportunity to help build and shape a growing tax practice where your ideas and contributions make a real impact.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed