CPA Senior Associate- Tax & Accounting

Role Overview

The Senior Associate works with Tax Managers, Seniors, and Partners to deliver tax compliance, accounting, and client advisory services. This client‑facing role prepares and reviews returns, supports engagements, and helps guide junior staff. It is ideal for a tax professional who enjoys solving technical issues, managing deadlines, and mentoring others while delivering high‑quality work. Experience: 3–6 years (typical) | Credential: CPA or EA (preferred).

Why Join Our Firm

You’ll work with experienced CPAs across tax and accounting engagements, gain exposure to a variety of industries and entity types, and have opportunities to grow your technical skills and leadership experience.

Key Responsibilities

• Prepare moderate‑to‑complex corporate, partnership, trust, and individual tax returns.
• Research and apply complex tax and accounting issues; continue building technical depth.
• Prepare compiled/prepared financial statements and assist with audit/review engagements.
• Partner directly with clients on planning, consulting, and day‑to‑day service needs.
• Manage assigned clients and engagements—scope, deadlines, budgets, and status communication.
• Coach, delegate to, and review work from Associate Accountants; support onboarding and training.
• Assign and support work for Associate Accountants; answer technical/software questions.
• Review small to mid‑sized returns prepared by junior staff, as needed.

Qualifications

• Strong tax compliance knowledge and ability to research moderate‑to‑complex issues.
• Working knowledge of GAAP and tax/cash‑basis financial statement concepts.
• Project and deadline management; ability to prioritize with minimal oversight.
• Experience reviewing/delegating work and communicating clearly with clients and teammates.
• Proficient with Microsoft Office and common accounting/tax tools (e.g., QuickBooks); able to learn client systems.

Education & Experience

• BA/BS in Accounting (required).
• 3–6 years in public accounting or equivalent experience.
• CPA or Enrolled Agent (or actively pursuing).
• Interest in corporate, partnership, and individual taxation.

Physical Requirements

• Ability to sit for extended periods and work at a computer.
• Ability to lift up to 15 lb occasionally.