Senior Tax Associate

Senior Tax Associate

We are seeking a detail-oriented Senior Tax Associate to join our tax practice. The Senior Tax Associate will lead tax compliance and consulting engagements for individuals, partnerships, corporations, and trusts, ensuring accurate preparation and timely filing of returns while identifying tax-saving opportunities and managing client relationships. This role requires strong technical tax knowledge, public accounting experience, and the ability to mentor junior staff and manage multiple client engagements.

Key Responsibilities

• Prepare and review complex federal, state, and local tax returns for individuals, partnerships, corporations trusts, and estates.
• Perform tax research and analysis to address client-specific issues and ensure compliance with current tax laws and regulations.
• Manage client engagements from planning through delivery, including client communication, document collection, and meeting deadlines.
• Provide tax planning and consulting services to identify opportunities for tax savings and efficiency improvements.
• Supervise and mentor junior staff and review their work for accuracy and completeness.
• Coordinate with accounting, wealth management, and other internal teams on integrated client solutions and tax implications of financial planning strategies.
• Assist with tax provision calculations, estimated tax planning, and support during audits or tax notices.
• Develop and implement process improvements and utilize tax software and tools to increase efficiency and accuracy.
• Maintain up-to-date knowledge of tax law changes and attend relevant trainings and continuing professional education.
• Contribute to business development efforts by supporting proposals and cultivating client relationships.

Qualifications

• Minimum 2+ years of tax experience in public accounting, with demonstrated experience in tax compliance.
• Strong technical knowledge of federal, state, and local tax laws and regulations
• Bachelors degree in Accounting, Finance, or related field; advanced degree in taxation or accounting a plus.
• Proven experience working in public accounting firms and managing client engagements
• Proficiency with tax software (e.g., Lacerte, UltraTax, ProSystem fx) and Microsoft Excel.
• Excellent written and verbal communication skills, with the ability to explain complex tax matters to clients.
• Strong analytical skills, attention to detail, and ability to meet tight deadlines while managing multiple priorities.
• Experience or exposure to wealth management and private client services preferred
• Ability to mentor and lead junior staff and contribute to team development.

$85,000.00 - $110,000.00 Annually