Senior Tax Associate

DO NOT APPLY IF YOU ARE NOT WITHIN 100 MILES OF THE FREDERICK, MD AREA

Make sure to apply with all the requested information, as laid out in the job overview below.

Role - General Description

• Location: Frederick, MD — hybrid (3 days in office / 2 days remote for the first 90 days, then fully remote)
• Hours: Full-time, Monday–Friday, US Eastern hours
• Tools: ProConnect Tax, TaxDome, Microsoft 365, Loom
• Team: You will work with tax associates, client success, operations, and bookkeeping team members across the US, Perú, and Nepal

What we look for

• 4–6 years of tax experience in a regional, boutique, or independent CPA firm — you've owned your work from start to finish 
• Solid technical knowledge of individual and business returns — 1040, 1120S, 1065, 1120 
• Experience with tax projections and research memos — or strong enough fundamentals to develop this quickly 
• Reviewer mentality — you catch things others miss and you communicate feedback clearly
• CPA or EA credential, or actively pursuing one 
• You communicate well in writing and on video — clients and team members will hear from you 
• You're hungry. You want to build something, not maintain something. 

Your responsibilities

• Tax returns reviewed and delivered on time — individual and business — without the founder touching them 
• Tax associates receive clear, actionable review comments that improve their work each season — zero repeat comments on the same issue 
• Loom video summaries recorded for every delivered return — clients feel informed, not just filed 
• Quarterly tax projections reviewed for accuracy before client delivery 
• After-strategy tax projections reviewed and approved within 3 business days of strategy implementation 
• Client tax inquiries researched and responded to — staff drafts, you approve, founder signs off only on exceptions 
• Tax research memos produced independently — e.g., a client considering a short-term rental purchase needs a clear analysis of whether it makes sense and how to execute 
• Agency calls handled independently — IRS, state agencies, transcript requests, abatements, elections 
• Advisory meetings run without founder present for appropriate client profiles 
• Full assessment process owned — onboarding call, reviewing draft strategy, presenting results to the client 
• Tax department operates as an independent function
• Measurable reduction in review cycles per return and total prep hours year-over-year 

Compensation and Benefits

• Salary: $85,000–$115,000 depending on experience 

• Path to Tax Manager title within 12–18 months based on performance 

• Performance bonuses: tax season bonus paid in April and holiday bonus paid in December, both based on firm performance — new client acquisition, client retention, and strategies implemented 

• Health reimbursement: $500/month QSEHRA 

• Paid time off and paid holidays 

• Paid continuing education — CPA/EA licensing supported 

• Path to full remote after initial 90-day hybrid period 

How to Apply

Send your resume and a brief note (3–5 sentences) on why this role fits where you are in your career right now to Subject line: Senior Tax Associate — [Your Name] Shortlisted candidates will complete a brief Loom video screening before any live interviews. xhyhwjd Final interview is in-person at our Frederick, MD office.