Tax Senior Associate
About The Position
Our client, a highly respected and rapidly growing public accounting and advisory firm, is seeking a Tax Senior Associate to join its expanding tax practice. This is more than a tax preparation role. It's an opportunity to work directly with business owners, entrepreneurs, privately held companies, high-net-worth individuals, and family groups while continuing to build your technical expertise, client advisory skills, and leadership capabilities. The firm is known for combining technical excellence with a collaborative, people-first culture that prioritizes both professional growth and work-life balance. If you're looking for a place where you can continue developing as a trusted advisor while positioning yourself for future leadership opportunities, we'd welcome a confidential conversation.
Requirements
- Bachelor's Degree in Accounting, Finance, or related field required
- 2–4 years of public accounting experience
- Strong understanding of individual and business taxation
- Experience with tax preparation, planning, and research
- Strong analytical, communication, and organizational skills
- Commitment to professionalism and client service excellence
Nice To Haves
- CPA license or active CPA candidate preferred
- Experience with QuickBooks, Sage, or similar accounting software preferred
- Estate, Gift & Trust or international tax experience is a plus
Responsibilities
- Prepare and review individual, partnership, corporate, and related tax returns
- Assist clients with proactive tax planning opportunities
- Conduct technical tax research and apply findings to real-world client situations
- Stay current on changing tax laws and regulations
- Identify opportunities to improve client outcomes through strategic planning
- Build strong relationships with clients through exceptional service and responsiveness
- Assist with client communications and advisory discussions
- Develop an understanding of client goals, challenges, and opportunities
- Help strengthen long-term client partnerships
- Supervise and mentor junior tax associates
- Review work and provide constructive feedback
- Assist with project management and workflow coordination
- Contribute to a culture focused on learning, accountability, and collaboration
- Develop technical expertise in federal, state, and local taxation
- Gain exposure to estate, gift, trust, and complex tax planning opportunities
- Participate in mentorship and leadership development programs
- Build the skills necessary for future advancement within the firm
Benefits
- Performance-based bonus opportunity
- Hybrid work schedule
- CPA reimbursement
- 401(k) with company contribution
- Several paid holidays
- Professional development and training programs
- Leadership and mentorship opportunities
- Professional denim dress code
- Strong work-life balance initiatives
- Clear advancement opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
