Senior Tax Associate

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

Tax preparation & advisory

• 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

Leadership & quality

• Train and coach preparers and office staff across local branches
• QC transmitted returns
• Track volume, error rates, and retention;
  flag issues to management

Growth & retention

• 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
• English required;
  Spanish preferred
• 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
• Medical, dental, vision, 401(k), PTO
• Path into tax management and regional ops
• Ongoing training in a collaborative shop