Senior Tax Associate
What you’ll do at SN
- Client Service & Relationship Management
- Serve as a day-to-day contact for assigned clients and engagements.
- Build and maintain strong client relationships through responsive, professional service.
- Gather information needed to complete tax engagements and address routine client inquiries.
- Collaborate with internal teams across Tax, Advisory, Assurance, Technology, Strategic Tax, and Outsourced Accounting Services.
- Identify client needs and opportunities and communicate recommendations to engagement leadership.
- Tax Planning & Consulting
- Support tax planning and consulting engagements for business and individual clients.
- Research federal and state tax issues and communicate findings clearly.
- Prepare tax projections, planning analyses, and supporting documentation.
- Absorb clients with tax notices, examinations, and related matters.
- Tax Compliance
- Prepare and review partnership, S corporation, C corporation, and individual tax returns.
- Prepare state income tax filings, composite returns, and pass-through entity tax filings.
- Research tax issues and document conclusions.
- Ensure engagements are completed accurately, efficiently, and on schedule.
- Stay current on tax law developments and regulatory changes.
- Team Development
- Mentor and support Staff Accountants in their technical and professional growth.
- Review workpapers and tax returns and provide constructive feedback.
- Contribute to a collaborative, positive team culture.
- Worked successfully in a fully remote environment.
- Worked within the Tax Department of a leading professional service firm.
- Worked within the AEC Industry.
- Required Qualifications
- Bachelor's degree in Accounting or a related field.
- 3+ years of public accounting tax experience.
- Active CPA or EA license
- Experience preparing and reviewing business and individual tax returns.
- Strong knowledge of partnership, S corporation, C corporation, and individual taxation.
- Excellent analytical, research, and problem-solving skills.
- Strong written and verbal communication skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Proficiency with Microsoft Excel, Word, and Outlook.
- Preferred Qualifications
- Experience serving architecture, engineering, construction (AEC), or closely held business clients.
- Experience with pass-through entity taxation and multi-state filings.
- Familiarity with tax preparation and research platforms such as CCH Axcess, GoSystem, ProSystem fx, Checkpoint, or BNA.
- Experience assisting clients with IRS or state tax notices and examinations.
What you may have done before
What it takes to be a Senior Tax Associate
About Stambaugh Ness
At SN, we’re a powerhouse of passionate, talented professionals making a real impact, together. We believe that innovation thrives in an environment of engaged minds, even when fully remote. Here, you’ll be challenged, inspired, and supported by a team that embraces change and envisions the future. Fast-paced and fast-growing, we have created a close-knit team that genuinely enjoys working together.
SN believes in an inclusive workplace and is committed to building a team from a variety of backgrounds. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive the other benefits and privileges of employment.
Tax
Remote (United States)