SENIOR TAX ASSOCIATE

What You’ll Do

• Prepare and review federal and state income tax returns for individuals, partnerships, S-corporations, C-corporations, and trusts.
• Manage assigned engagements from receipt of information through completion and delivery readiness.
• Ensure workpapers are organized, complete, and compliant with firm standards.
• Identify tax planning opportunities and communicate findings to Supervisors.
• Conduct tax research and apply findings accurately to client situations.
• Develop increasing proficiency in entity-level taxation and multi-entity structures.
• Monitor budgets, realization, and due dates for assigned engagements.
• Collaborate with the CAS team to understand bookkeeping context and resolve discrepancies affecting tax returns.
• Coordinate closely with the TSA team to ensure proper document flow, engagement letters, and status tracking.
• Utilize firm workflow tools and tax software effectively and consistently.
• Support Tax Associates by answering questions, providing constructive feedback, and modeling best practices.
• Aid in training new hires and interns.
• Begin learning to review tax returns prepared by tax associates.
• Demonstrate readiness for increasing supervisory responsibilities.

What We’re Looking For

• Minimum Requirements: Bachelor’s degree in accounting or related field, minimum of 3–5 years of public accounting tax experience with increasing complexity of returns, strong knowledge of individual and entity taxation, proficiency with tax preparation software, Excel, and Adobe Acrobat, ability and willingness to learn new technologies, including AI-powered tools, ability to manage multiple engagements in a deadline-driven environment, ability to work extended hours during peak seasons, strong written and verbal communication skills.
• Preferred Qualifications: CPA license or CPA exam eligible, Master’s degree in accounting or taxation, experience with entity-level tax planning and advisory conversations.

Core Competencies

• Technical Expertise & Analytical Thinking
• Quality & Attention to Detail
• Workflow & Time Management
• Client Communication & Relationship Building
• Team Support & Collaboration
• Accountability & Professional Integrity

What We Offer

• Competitive salary with performance-based bonus compensation plans
• SIMPLE IRA retirement plan with firm contributions
• Firm-paid AICPA & TSCPA memberships
• Firm-paid CPA license renewal and continuing professional education (CPE)
• Paid time off to sit for CPA exams
• Health & Wellness: Medical, dental, and vision insurance options, generous paid time off, sick days, and paid holidays, paid bereavement leave
• Supportive work-life balance with a flexible work schedule
• Community & Culture: Paid volunteer hours and firm-wide community service activities, vibrant, family-friendly office environments, regular firm socials, team-building activities, and a fun, collaborative atmosphere, paid Fridays off from October 16 to December 31