Senior Tax Associate

Elevate LLC | Partner Firm Opportunity

Location: Tarrytown / Westchester County, New York (In Office, not hybrid)

About Elevate

Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture.

A partner firm of Elevate located in Tarrytown, Westchester County, New York, is seeking an experienced Tax Senior or Tax Supervisor to join its growing team. This is a generalist tax preparation and review role, and it is ideal for a tax professional with 3-5+ years of public accounting experience who has strong real estate partnership experience and enjoys working with a diverse client base. This is an in-office position at the firm’s Tarrytown location. The successful candidate will prepare and review returns, assist with tax compliance and planning support, communicate with clients, and handle year-round tax-related projects.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for:
• Individuals (Form 1040)
• Partnerships (Form 1065), with an emphasis on real estate partnerships
• S-Corporations (Form 1120-S)
• C-Corporations (Form 1120)
• Trusts and Estates (preferred)
• Prepare and review real estate partnership returns, including K-1 allocations, partner capital and basis tracking, and rental real estate reporting (such as Form 8825).
• Review returns and workpapers prepared by staff and provide feedback.
• Prepare tax workpapers and supporting documentation.
• Analyze financial statements, general ledgers, and client records to ensure accurate tax reporting.
• Research tax issues and assist with resolving tax notices and compliance matters.
• Communicate directly with clients to gather information and address tax-related questions.
• Assist with tax planning projects and special engagements.
• Maintain current knowledge of tax laws, regulations, and filing requirements.
• Collaborate with firm leadership and team members to meet deadlines during busy seasons.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, or related field.
• 3-5+ years of public accounting tax experience.
• Working knowledge of Forms 1040, 1065, and 1120-S, with experience both preparing and reviewing returns.
• Strong real estate partnership tax experience (key requirement).
• Ability to work in person at the Tarrytown office. This is not a hybrid role.
• Strong understanding of federal and state tax compliance.
• Proficiency with tax preparation software and Microsoft Excel.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple engagements and meet deadlines.

Preferred

• CPA license or active CPA candidate preferred.
• Experience with multi-state tax filings.
• Experience working with real estate investors, closely held businesses, and high-net-worth individuals.
• Exposure to tax planning and consulting engagements.

Compensation & Benefits

Compensation for this role is based on experience and is aligned with market rates. We value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• Competitive salary based on experience.
• Performance-based bonus opportunity.
• Comprehensive benefits package.
• Professional development and CPA support.

Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Elevate and its related subsidiaries are equal opportunity employers. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.