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Senior Tax Associate

LV Search Partners

A growing tax and financial-services office is hiring an experienced Senior Tax Associate to lead complex return work, coach junior preparers, and help grow the client book. Responsibilities Review and sign off on complex individual and small-business returns; keep work IRS- and GAAP-compliant Explain strategies and tough tax issues in plain language Stay current on federal and state tax law Train and coach preparers and office staff across local branches Track volume, error rates, and retention; flag issues to management Support new-client and retention work through service quality and local marketing Spot cross-sell needs (financial and insurance products) Own client relationships and year-over-year book growth Requirements 3–5+ years professional tax prep (3 years tax required); accounting/bookkeeping preferred Strong 1040 and business-return work; experience reviewing junior staff Professional tax software, CRM, Excel, Google Workspace Can coach a team and run peak-season workflow Associate degree required; bachelor’s in accounting, finance, or business preferred; EA or CPA candidate a plus What you get Competitive starting salary plus incentives and tax-season bonuses Path into tax management and regional ops Ongoing training in a collaborative shop #J-18808-Ljbffr LV Search Partners

Vacancy posted 2 days ago
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