Senior Tax Associate

About the role

At PaulHood, we are transforming the mid-market CPA industry with an entirely new model. Our year-round membership model provides clients with expert tax and financial guidance, helping them feel more secure and realize their long-term financial goals. Founded 30 years ago by Paul Hood, our company has grown rapidly and now serves over 15,000 customers nationwide. To support our continued growth, we have completely modernized our business with technology and processes more akin to a SaaS company than a CPA firm. In response to this growth, we are seeking a Senior Tax Associate to prepare complex tax returns for individuals and businesses, oversee junior staff contributions, and support technical problem-solving.

Responsibilities

• Prepare complex individual and business tax returns independently and efficiently.
• Review financial documents for accuracy and completeness.
• Research complicated tax issues and communicate findings and alternatives.
• Respond to IRS/state notices that don’t require full tax resolution services.
• Amen returns when needed and explain corrections in writing to clients or agencies.
• Provide guidance to Staff Preparers and assist in reviewing their returns.
• Review tax returns prepared by Staff Preparers as directed by the Client Success Manager.
• Assist with resolving e-file errors and basic software-related problems.
• Train and support junior staff through informal mentorship and department training sessions.
• Inform clients about the tax preparation process and gather outstanding documentation.
• Develop general knowledge of trust, estate, gift tax, and nonprofit returns.
• Understand and apply basic concepts of tax accruals and deferred tax.
• Build and maintain positive client relationships, promoting retention and referrals.
• Accurately track and record billable time and complete all checklist items.
• Maintain a billable percentage of 75% each quarter.
• Cong conduct client facing tax planning meetings.

Requirements

• High school diploma or equivalent required.
• Associate degree or completion of a tax preparation training program highly preferred.
• 3+ years of relevant experience in tax preparation required.
• Proficiency in Microsoft Office Suite and ability to learn new systems quickly.
• Experience reviewing or mentoring others in tax preparation is a plus.
• IRS Enrolled Agent (EA) certification or commitment to complete within 1 year of employment.
• Spanish language competency is a bonus.

Qualifications

• Extensive knowledge of individual and business tax concepts and confidently apply them.
• Extremely accurate, organized, and able to manage complexity independently.
• Comfortable preparing complex returns without supervision and spotting potential issues.
• Think critically, troubleshoot problems, and know when to escalate technical challenges.
• Commitment to continued learning and development, including emerging tax topics.
• Collaborate well with others and enjoy supporting the growth of your team.
• Manage your time and workload effectively in a fast-paced environment.
• Demonstrate sound judgment, uphold confidentiality, and maintain professional standards.

Skills

• Microsoft Office Suite proficiency.
• Ability to learn new systems quickly.
• Experience reviewing or mentoring others in tax preparation.
• IRS Enrolled Agent (EA) certification or commitment to complete within 1 year of employment.
• Spanish language competency.

Benefits

• Bonus Opportunity
• Stock Options
• Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard
• Paid parental leave
• Comprehensive Employee Benefits Package
• 401k Program with Company Matching
• Paid Volunteer Days
• Education/Personal Growth Reimbursement

Pay

$70k - $95k DOE

Schedule

Remote/Hybrid