Senior Tax Associate

Contract role from August 1, 2026 – October 15, 2026, with potential for full-time position starting in 2027. Hybrid/remote allowed.

Responsibilities

• Prepare and review complex federal, state, and local tax returns (individual, partnership, corporation, fiduciary, and nonprofit as applicable).
• Ensure compliance with current tax laws, regulations, and filing requirements.
• Conduct tax research and provide accurate interpretations and recommendations.
• Identify tax-saving opportunities and advise clients on tax planning strategies.
• Communicate directly with clients to gather information, explain tax positions, and answer questions.
• Respond to IRS and state tax authority notices and assist with audits or inquiries.
• Review work completed by junior staff for accuracy and completeness.
• Assist with training, mentoring, and quality control initiatives.
• Maintain strict confidentiality of client information.
• Manage multiple engagements while meeting firm deadlines, especially during peak tax season.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field (required).
• 7+ years of professional tax preparation experience.
• CPA strongly preferred.
• Extensive knowledge of federal and state tax codes.
• Proficiency with tax preparation software (especially Drake or ProSystems FX).
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and collaboratively in a fast-paced environment.

Pay

$45–$55/hour.

About the firm

At Carlee J Perez, CPA, PC, we deliver trusted, personalized tax and accounting services with the warmth and close attention of a true family office. With fewer than ten team members, our group is approachable, client-first, and always ready to lend a hand—whether it’s backing up a teammate or walking a client through a tricky tax situation.