Senior Tax Associate / Manager track | Growth-Minded CPA Firm (3+ yrs exp.)

Senior Tax Associate – CPA Firm / Fast-Track Growth Opportunity

Location: Remote within the U.S.

• Salary: $100,000 - $120,000+ (DOE) + Incentive & Bonus Opportunities + Benefits
• Benefits: Medical, Dental, Vision, Life Insurance, 401k, Unlimited PTO, Holidays

Description

This role will focus on individual and business tax preparation, client communication, and tax planning support for entrepreneurs and business owners. Most of your work will focus on execution, including individual and business tax returns, with additional exposure to planning, M&A, QSBS, equity compensation, and cross-border tax matters. Qualified candidates will have at least 3+ years of public accounting tax experience within a small to mid-sized firm environment, including individual and business returns, and an EA or active CPA track.

Responsibilities

• Prepare individual and business tax returns
• Review simple returns and support tax workpapers
• Manage assigned tax tasks, timelines, and open items
• Communicate with clients on tax questions and deadlines
• Research tax issues and summarize findings
• Support tax planning for entrepreneurs and business owners
• Track client deliverables and follow up on missing items
• Cook with partners and managers on client work
• Manage competing priorities during peak tax seasons

Qualifications

• Enrolled Agent credential in good standing or progress toward CPA licensure required
• 3+ years of public accounting tax experience at a small to mid-sized firm required
• Demonstrated ability to prepare complex individual and business returns required
• Client-facing communication experience required
• Experience with professional tax software and Microsoft Excel required
• Willingness to work additional hours during peak tax season required