Tax Senior Associate

About the role

The Senior Tax Associate role is designed for tax professionals looking to advance their career within a supportive and progressive environment. This position offers the opportunity to take on more complex work, mentor less experienced staff, and potentially transition into supervisory roles.

Responsibilities

• Prepare complex federal and state tax returns for individuals, corporations, partnerships, trusts, and nonprofit organizations with limited supervision
• Perform first-level review of returns prepared by Associates, providing constructive feedback and helping develop technical skills
• Identify tax planning opportunities and surface them to managers and partners for client discussion
• Conduct tax research on moderate to complex issues and prepare clear written memos summarizing findings and recommendations
• Serve as a day-to-day client contact on assigned engagements, handling document requests, status updates, and routine technical questions
• Help train and onboard Associates and interns, sharing knowledge of firm systems, workpaper standards, and quality expectations
• Stay current on federal and state legislative changes and apply updates to client work
• Support managers and partners on planning projects, special engagements, and process improvement initiatives

Requirements

• Bachelor’s degree in Accounting or a closely related field
• 3–5 years of public accounting experience with substantive tax preparation work
• CPA license or active progress toward licensure (passed or in process)
• Strong technical foundation across individual and business tax, with the ability to handle returns of moderate complexity independently
• Demonstrated ability to manage time across multiple concurrent engagements
• Solid client-facing communication skills and comfort interacting with clients directly
• Attention to detail, ownership mentality, and a track record of delivering quality work on deadline

Preferred Qualifications

• Active CPA license
• Experience with CCH tax software environment (or demonstrated ability to learn new platforms quickly)
• Exposure to partnership, S-corp, or trust taxation at meaningful complexity
• Experience mentoring, training, or reviewing the work of junior staff
• Familiarity with advisory or planning work beyond compliance