Senior Tax Associate

Our client is a multidisciplinary firm in Oklahoma City that combines legal, tax, and accounting services within one practice, focusing on areas where financial and legal matters overlap, especially for business owners, individuals, and family-related legal matters.

Responsibilities

• Prepare and review federal and state tax returns for individuals, partnerships, S corporations, corporations, and trusts
• Analyze financial records and supporting documentation for accuracy and completeness
• Assist in the preparation of financial schedules, worksheets, and exhibits for valuation, advisory, and financial dispute matters
• Perform bookkeeping and account reconciliations for business and individual clients
• Communicate directly with clients regarding tax filings, financial documentation, and information requests
• Correspond with the IRS and state taxing authorities regarding notices, filings, and compliance matters
• Conduct account analysis to identify tax planning opportunities, deductions, and credits
• Support financial reporting and organizational projects for closely held businesses and high-net-worth clients
• Maintain current knowledge of tax laws, compliance regulations, and accounting standards
• Manage multiple client engagements while meeting deadlines and maintaining a high level of accuracy

Requirements

• 3+ years of experience in individual and business tax preparation
• Bachelor’s degree in Accounting, Finance, or related field preferred
• CPA, EA, or CPA-track candidate strongly preferred but not required
• Strong understanding of corporate and individual taxation principles
• Experience with bookkeeping and financial statement review
• Proficiency in Microsoft Excel, Word, QuickBooks, Lacerte, and/or UltraTax CS preferred
• Excellent analytical, organizational, and problem-solving skills
• Ability to communicate financial concepts clearly and professionally
• High level of discretion and attention to detail

Benefits

• Medical, dental, and vision insurance
• 401k retirement plan
• Paid time off (PTO)
• Paid holidays

Pay

$75,000 - $90,000 per year