Senior Tax Associate

Role Description

At Stambaugh Ness (SN), we help businesses and individuals navigate complex tax matters while delivering exceptional client experiences. We're seeking a Senior Tax Associate to join our growing Tax Solutions team.

In this role, you'll work alongside experienced tax professionals to provide compliance, planning, and consulting services to a diverse client base. You'll serve as a trusted advisor on client engagements, contribute to meaningful tax strategies, and mentor developing team members—all while advancing your own career in a collaborative, fully remote environment.

If you're a motivated tax professional who enjoys solving complex challenges, building client relationships, and growing your expertise, we'd love to hear from you.

What you’ll do at SN:

• Client Service & Relationship Management
  • Serve as a day-to-day contact for assigned clients and engagements.
  • Build and maintain strong client relationships through responsive, professional service.
  • Gather information needed to complete tax engagements and address routine client inquiries.
  • Collaborate with internal teams across Tax, Advisory, Assurance, Technology, Strategic Tax, and Outsourced Accounting Services.
  • Identify client needs and opportunities and communicate recommendations to engagement leadership.
• Tax Planning & Consulting
  • Support tax planning and consulting engagements for business and individual clients.
  • Research federal and state tax issues and communicate findings clearly.
  • Prepare tax projections, planning analyses, and supporting documentation.
  • Assist clients with tax notices, examinations, and related matters.
• Tax Compliance
  • Prepare and review partnership, S corporation, C corporation, and individual tax returns.
  • Prepare state income tax filings, composite returns, and pass-through entity tax filings.
  • Research tax issues and document conclusions.
  • Ensure engagements are completed accurately, efficiently, and on schedule.
  • Stay current on tax law developments and regulatory changes.
• Team Development
  • Mentor and support Staff Accountants in their technical and professional growth.
  • Review workpapers and tax returns and provide constructive feedback.
  • Contribute to a collaborative, positive team culture.

Qualifications

• Bachelor's degree in Accounting or a related field.
• 3+ years of public accounting tax experience.
• Active CPA or EA license.
• Experience preparing and reviewing business and individual tax returns.
• Strong knowledge of partnership, S corporation, C corporation, and individual taxation.
• Excellent analytical, research, and problem-solving skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Proficiency with Microsoft Excel, Word, and Outlook.

Requirements

• Experience serving architecture, engineering, construction (AEC), or closely held business clients.
• Experience with pass-through entity taxation and multi-state filings.
• Familiarity with tax preparation and research platforms such as CCH Axcess, GoSystem, ProSystem fx, Checkpoint, or BNA.
• Experience assisting clients with IRS or state tax notices and examinations.

Benefits

• Health & Wellness Your Way: Choose from three medical plans designed to fit different needs and budgets.
• Wellness Support: Access to Teladoc's zero-cost telehealth services and Husk Wellness for exclusive discounts on gym memberships, nutrition guidance, and mental health support.
• Time Off, When You Need It: Recharge with our flexible PTO policy and enjoy 10 paid holidays.
• Flexible Spending Options: Maximize your health and dependent care through employer-backed HSAs and FSAs.
• Peace of Mind: Your well-being is covered with employer-paid life, AD&D, and comprehensive short- and long-term disability.
• More Ways to Thrive: Tap into our Employee Assistance Program for support, plus access to InsurChoice for personal insurance options.
• Salary: The salary range for this position is an estimate of $75,000 - $90,000. A final compensation offer within this range will be based on factors including an individual’s skill sets, experience, knowledge, licensure and certifications, and geography.