Senior Associate - Tax

Duties/Responsibilities

• Willingness to learn and be a team player.
• Assist tax manager with tax research and compliance functions.
• Assist with developing and implementing revenue generating concepts.
• Prepare and review tax returns (individual, corporate, partnership, etc.).
• Affirm compliance with federal, state and local tax laws and regulations.
• Conduct research and planning according to applicable tax laws and regulations.
• Prepare sales tax audits, annual tax forms, projections and tax notices.
• Minimize tax liability through sound and informed application of laws and regulations.
• Maintain tax records, related schedules and related reports.
• Perform other related duties and projects as assigned.

Required Education and Experience

• Bachelor’s degree in Accounting with at least 2 classes in taxation, or equivalent course work with a bachelor’s degree in another subject.
• Qualified to sit for the CPA exams.
• Two to three years of experience in tax preparation of individual, pass-through entity, and corporate returns.

Preferred Competence

• Emotional intelligence and empathy in dealing with colleagues and clients.
• Excellent organizational and time management skills.
• Excellent written and verbal communication skills.
• Humility in receiving instruction and correction.
• Paperless office experience preferred.
• Passion for learning.
• Proficient with Microsoft Office Suite or similar software.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at a time.

Benefits

• LIFE: Competitive Salary: $72,000-$85,000.
• Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers.
• Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you.
• Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card.
• Employee Assistance Program: Confidential support for personal or work-related challenges.
• Hybrid & Remote Flexibility: Work-life balance matters!
• Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage.
• Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance.
• Bereavement Paid Time Off: Time to grieve and heal without work worries.
• Sabbatical and Personal Leave Options: Recharge and refocus with time off for personal needs.
• Business Social Events: Networking and unwinding at virtual and in-office firm social events.
• Referral Bonuses: Earn rewards for growing our team and client base.
• Commuter Benefits: Funds for transit and parking to ease your daily commute.
• Professional Development: Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker.
• Dreams Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future.
• Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses.
• Leadership Development and Mentorship: Personal and professional growth through mentorship programs.