Senior Tax Associate

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

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 View email address on click.appcast.io. Subject line: Senior Tax Associate — [Your Name] Shortlisted candidates will complete a brief Loom video screening before any live interviews. Final interview is in-person at our Frederick, MD office.