Tax Senior Associate
About The Position
A Tax Senior Associate plays a key role in the preparation and review of federal and state tax returns for a diverse portfolio of clients across professional services, technology, manufacturing and distribution, hospitality, and healthcare — ranging from pre-revenue startups to $80M in revenue — including individuals, corporations, partnerships, trusts, and small family-owned and operating businesses. In this role, you will analyze tax returns, identify planning opportunities, and ensure compliance with current tax laws and regulations. You will collaborate with staff and associates to finalize returns, guide and teach others through the tax process, and serve as a direct point of contact for clients. Collaboration with CAAS, Audit, and advisory team is critical for success. Strong communication and project management skills are essential, as this is a high-volume environment requiring you to manage multiple engagements simultaneously. This position reports directly to the Tax Partner and is based in Kirkland, Washington, with a hybrid work schedule.
Requirements
- Three to five years’ experience in public accounting
- CPA or CPA designation
- BA/BS in accounting
- Excellent communication skills and interpersonal skills
- Highly organized and detail-oriented
- Proficiency in Microsoft Office Suite including Outlook, Word, Excel, PowerPoint, and SharePoint
- Demonstrated experience in managing multiple tasks and in organizing and prioritizing work assignments and ongoing duties
- Ability to communicate effectively and timely in writing and verbally with colleagues, clients, and other external partners
- Ability to work effectively in a diverse team environment
Nice To Haves
- Familiarity with CCH ProSystem fx Engagement and Access Tax
- One or more years of review experience
- Master's degree in Accounting, Taxation, or a related field
- Exposure to international tax disclosure, including Forms 5472 and IC-DISC
- Experience leveraging AI tools and tax research platforms to improve efficiency and accuracy
Responsibilities
- Review and prepare federal and state tax returns, including complex multistate filings
- Apply working knowledge of balance sheets and profit and loss statements across operating business, individual, and trust returns
- Prepare workpapers and supporting schedules
- Identify and research complex tax issues
- Manage multiple engagements simultaneously, tracking status and ensuring timely completion across a dynamic workload with seasonal peaks
- Collaborate with staff and associates to finalize returns, providing guidance and instruction throughout the process
- Work cross-functionally with teams across CAAS, audit, and advisory
- Serve as a direct client contact, comfortable leading client meetings and communications after an initial training period
- Maintain a strong understanding of federal and state tax compliance and regulations to deliver accurate and timely advice to clients
- Perform other duties as assigned by the department managers
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Dependent coverage
- Health Care Flexible Spending Accounts
- Dependent Care Flexible Spending Accounts
- Employer-paid life insurance
- Employer-paid disability insurance
- 401(k) plan with employer match
- Flexible time off (PTO)
- 13 paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Senior
