Tax Senior Associate

Position Summary

Your Impact (Essential Duties):

• Prepare and review individual, corporate, partnership, and consolidated tax returns
• Review associates’ and interns’ tax returns, providing constructive feedback to ensure quality and support growth
• Perform and review quarterly and annual accounting procedures to prepare financial records for tax purposes
• Identify organizational structures and related entities for tax implications and big-picture impacts
• Ensure accurate and complete data for filings, identifying and communicating missing information
• Calculate quarterly and annual estimated tax liabilities accurately
• Conduct tax planning to identify opportunities for improvement and added value for clients
• Research and resolve complex tax issues, providing guidance and recommendations
• Communicate effectively with team members and clients, providing updates and addressing questions
• Supervise, train, and mentor associates and interns to enhance team performance and skill development
• Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving
• Stay updated on tax laws and best practices through ongoing training and independent learning
• Manage engagements efficiently, meeting deadlines, particularly during high-demand periods
• Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership
• Met annual billable hour and other targets to fulfill individual performance and overall firm productivity

Background

• 3-5 years of experience in tax preparation
• CPA license or eligible Bachelor’s degree in accounting or related field
• In-depth understanding of tax laws, regulations, and compliance requirements
• Proficiency in tax preparation software and accounting tools
• Excellent attention to detail and accuracy in calculations and document reviews
• Strong verbal and written communication skills to effectively interact with clients and team members
• Exceptional organizational and time management skills to handle multiple priorities and meet deadlines
• Analytical skills to solve complex tax issues and understand broader financial implications
• Leadership and mentoring abilities to supervise and develop junior staff
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Why Choose Us?

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays

What We Offer*

• Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.