Senior Tax Associate

About Us: We are a 15-person, family-run CPA firm that has served clients for over 100 years. Our team is committed to high-quality service, long-term client relationships, and a balanced work life. Above all, we prioritize a healthy workplace culture where everyone feels respected and valued. We're looking for someone who is easygoing, low-maintenance, and adds to our collaborative team dynamic.Job Summary: We are seeking a Tax Senior, ideally with around 5 years of experience, to join our team. In this role, you'll prepare more complex returns, work directly with a portfolio of clients, and partner with firm leadership on tax planning. As you get to know our clients and processes, the role grows to include reviewing associate work and helping develop our team. We offer strong benefits, a reasonable tax season schedule, and a supportive, collaborative environment.Responsibilities:Prepare federal and state tax returns for:IndividualsPartnershipsS-CorporationsC-CorporationsTrustsHandle more complex engagements, including multi-state filings and higher-net-worth individualsUse Lacerte to complete tax work efficiently and accuratelyMaintain organized, detailed workpapers and documentationCommunicate directly with clients on tax questions, planning, documentation, and deadlinesIdentify tax planning opportunities and work with partners on client strategyResearch and resolve IRS and state tax noticesOver time, take on review of associate-prepared returns and help train and mentor staffStay current on tax law changes and firm proceduresQualifications:Ideally 5 years of recent tax experience at a public accounting firmCPA license not requiredStrong technical knowledge across individual and business returnsExcellent attention to detail and organizational skillsClear, effective written and verbal communicationAble to work independently and manage a client workload, while also working well as part of a small teamInterest in growing into a review and mentoring roleA positive attitude that supports a respectful, healthy team cultureCompensation & Benefits:Salary: $75,000, depending on experience3% 401(k) employer contribution (regardless of employee contribution, once qualified)Fully paid health insuranceLife insurance3 weeks + 1 day paid vacation (prorated in the first year)9 paid holidays80 hours of comp time earned during tax seasonOnly ~3 Saturdays during busy season, and no SundaysFlexible schedule