Senior Tax Associate

About the role

This is not your average tax role. You'll play a critical role in supporting our amazing and creative clients, many of whom are industry-leading content creators, entrepreneurs, and influencers. You won't just be working with numbers behind the scenes—you'll be front and center, helping clients understand and manage tax obligations with clarity and confidence. You'll help clients navigate complex tax situations, identify opportunities for optimization, and ensure they're positioned for success come tax season and beyond.

Responsibilities

• Meet regularly with clients to develop personalized tax strategies and identify optimization opportunities
• Manage preparation of complex filings including 1040, Partnership and S Corp returns alongside our staff accountants
• Partner closely with team members to deliver exceptional client experiences
• Take on expanding responsibilities as our firm scales, with comprehensive training and career development support

Requirements

• Associate's or Bachelor's degree, ideally in Accounting, Finance, or a related field
• 3-5 years of experience in tax preparation
• Proficiency in QuickBooks and general accounting software
• Strong customer service orientation and communication skills
• Excellent organizational, analytical, and problem-solving abilities

Qualifications

Cookie Finance is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Benefits

Cookie Finance offers a competitive compensation package, comprehensive benefits, and a supportive work environment. Our team values diversity and inclusion, and we strive to create a welcoming space for all employees.

Pay

The salary range for this position is $60,000 - $80,000 annually, commensurate with experience.

Schedule

The Senior Tax Associate role is full-time and offers flexible scheduling options to accommodate the unique needs of our clients and the fast-paced nature of the industry.