Tax Associate

Tax Associate

The Tax Associate oversees the daily operations of the firm's tax department within the assigned office, ensuring high-quality tax services for individual and business clients. This role combines leadership, technical tax expertise, and client relationship management to drive growth, maintain compliance, and uphold firm standards. HYBRID SCHEDULE

Key Responsibilities:

• Lead and manage the tax team within the branch, providing guidance, mentorship, and performance feedback.
• Oversee preparation and review of complex individual, corporate, partnership, and fiduciary tax returns.
• Ensure compliance with federal, state, and local tax regulations while identifying opportunities for tax planning and savings.
• Serve as a primary point of contact for clients, delivering excellent service and proactive communication.
• Manage engagement schedules, budgets, and staff assignments to ensure timely and accurate completion of work.
• Collaborate with firm leadership on strategic initiatives, business development, and client retention.
• Monitor changes in tax laws and communicate relevant updates to staff and clients.
• Participate in recruiting, training, and professional development of tax staff.
• Review and approve tax filings, ensuring accuracy and compliance before submission.
• Support firm growth by identifying cross-selling opportunities and expanding client relationships.

Qualifications:

• CPA license required.
• Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation preferred.
• 7+ years of progressive tax experience in public accounting, including supervisory or management responsibilities.
• Strong technical knowledge of federal and state tax laws and compliance.
• Excellent leadership, organizational, and communication skills.
• Ability to manage multiple engagements and meet tight deadlines.
• Proficiency with tax preparation and research software (e.g., CCH Axcess, UltraTax, ProSystem fx).

Attributes for Success:

• Strategic thinker with a proactive approach to client service.
• Collaborative leader who fosters a positive, team-oriented environment.
• Committed to maintaining the highest standards of integrity and professionalism