Senior Tax Associate

Senior Tax Associate – Job Description

Position Summary

The Senior Tax Associate is responsible for preparing and reviewing complex tax returns, providing tax planning and compliance services, and supporting client relationships. This role requires strong technical tax knowledge, attention to detail, and the ability to mentor junior staff while managing multiple engagements.

Key Responsibilities

Tax Compliance & Preparation

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates
• Ensure compliance with current tax laws, regulations, and firm standards
• Research complex tax issues and prepare clear, well-supported conclusions
• Assist with tax notices, audits, and correspondence with taxing authorities

Tax Planning & Advisory

• Identify tax planning opportunities and strategies for clients
• Assist with entity structuring, multi-state taxation, and transactional tax matters
• Communicate tax implications and recommendations clearly to clients

Client & Engagement Management

• Serve as a primary point of contact for assigned clients
• Manage multiple engagements and deadlines simultaneously
• Coordinate with managers and partners to ensure timely delivery of services

Team Leadership & Development

• Review work prepared by junior staff for accuracy and completeness
• Provide guidance, training, and feedback to Associates and Interns
• Assist with workflow planning and delegation of tasks

Process Improvement & Firm Support

• Maintain organized workpapers and documentation
• Contribute to process improvements and best practices within the firm
• Stay current on tax law changes and professional standards

Qualifications

• Bachelor's degree in Accounting, Finance, or related field (Master's in Taxation a plus)
• CPA license or CPA-eligible preferred
• 3–6 years of public accounting tax experience
• Strong knowledge of U.S. federal and state tax laws
• Experience with tax software (e.g., CCH Axcess, ProSystem fx, UltraTax, or similar)
• Excellent analytical, organizational, and communication skills

Preferred Skills

• Experience with multi-state taxation
• Strong client service mindset
• Ability to work independently and collaboratively in a fast-paced environment

Pay: $87, $105,577.04 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Opportunities for advancement
• Paid time off
• Vision insurance

Work Location: In person