As a Senior Tax Associate, you will own client relationships, lead complex tax engagements, and help drive firm growth, with support for mentorship, professional development, and career advancement toward Tax Manager and Partner roles.
Key Responsibilities
Accurately prepare corporate, individual, partnership, and other tax returns in compliance with relevant regulations.
Review tax returns prepared by Associates to ensure accuracy and compliance.
Assume in-charge responsibilities for specific tax, accounting, and consulting engagements, overseeing workflow and timely completion.
Serve as a primary point of contact for clients, fostering strong relationships through effective communication.
Manage tax return processes and accounting projects from start to finish with proactive follow-up and thoughtful planning.
Provide timely updates to team members, collaborate to identify additional accounting services for existing clients, and handle multiple engagements simultaneously.
Begin developing a specialized area of tax expertise and cultivate professional contacts through community networking.
Train new staff in accounting, tax, and relevant software, while serving as a knowledgeable resource and supervisor for associates.
Proactively identify opportunities to improve client accounting functions and offer value-added suggestions.
Requirements
Education: Bachelor's Degree in Accounting or Finance.
Credentials: CPA license or actively pursuing certification.
Experience: Minimum of 3-5 years of public accounting experience focusing on tax, with demonstrated experience preparing and reviewing corporate, individual, partnership, and other tax returns.
Skills & Competencies: Proven ability to take ownership of client engagements; excellent verbal and written communication skills; strong organizational and time management skills; demonstrated initiative and proactive approach; strong analytical and problem-solving skills; ability to work independently and in a team.
Software: Proficiency in tax preparation software such as CCH Access (preferred).
Benefits
Competitive salary and performance-based bonuses
Health, dental, and vision insurance, plus employer-paid life insurance (2x salary)
401(k) plan with a 50% employer match up to 10% of salary (eligible on day one within IRS limits)
Monthly cell phone stipend of $50
HSA, FSA, 529 plans, and Supplemental Disability plans
Tuition, professional dues, and fees reimbursement, plus assistance in CPA exam prep
Client and employee referral bonus program
Generous Paid Time Off (PTO) days, paid holidays, and a casual work environment/attire
Employee Assistance Program (EAP), team bonding, wellness, and volunteer activities