Senior Tax Associate

Job Description

About the Role:

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We’re looking for a knowledgeable and proactive Senior Tax Associate to join our dynamic team. In this role, you’ll take the lead on complex client work related to tax matters, while also serving as a mentor and resource for junior staff. This is a hands-on position ideal for someone who enjoys both technical work and client interaction.

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What You’ll Do:

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• Collaborate with firm leadership to advise individuals and privately held businesses on tax strategies, compliance, and financial planning.
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• Lead the preparation and review of a wide range of federal and state tax filings, including complex individual, partnership, S corporation, C corporation, and consolidated/multi-state returns.
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• Support trust, estate, and gift tax engagements—including Forms 1041, 706, and 709—as part of a broader client service portfolio.
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• Conduct technical tax research, identify planning opportunities, and resolve complex issues across various entity types.
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• Interpret financial and legal documents to determine appropriate tax treatment and filing requirements when necessary.
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• Participate in recurring accounting and tax projects, occasionally working onsite at client locations.
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• Mentor and support staff by providing guidance, review feedback, and technical training.
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• Identify ways to improve engagement efficiency, client service, and overall workflow.
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• Stay current on tax law changes and best practices, applying knowledge to enhance client outcomes.
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• Contribute to client relationship development and firm growth initiatives.
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What You’ll Need:

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• CPA license or eligibility required.
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• Bachelor’s degree in Accounting, Finance, or a related field.
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• Minimum 2-3 years of recent experience in public accounting.
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• Proven experience preparing and reviewing:
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• Individual (Form 1040)
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• Partnership (Form 1065)
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• S corporation (Form 1120S)
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• C corporation (Form 1120)
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• Trust and fiduciary (Form 1041) (preferred)
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• Gift (Form 709) and estate (Form 706) returns (preferred)
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• Proficiency with tax software and Microsoft Office; QuickBooks a plus.
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• Strong organizational skills, attention to detail, and the ability to manage multiple priorities under deadlines.
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• Clear, professional communication skills with a collaborative, client-focused approach.
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• Strong analytical thinking and a proactive problem-solving mindset.
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• A passion for learning, continuous improvement, and delivering high-quality work.
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