Senior Associate, Strategic Tax Advisory Services

Our Strategic Tax Advisory Services group operates within a full-service CPA firm environment, partnering closely with tax, accounting, and advisory professionals across multiple practice areas to support complex client needs and long-term planning objectives.

Our work extends beyond isolated tax credit studies or one-dimensional consulting engagements. We build meaningful client relationships and help clients navigate practical and sustainable tax planning opportunities by considering technical, procedural, operational, and broader business realities.

As advisors, we are committed to sharing technical knowledge responsibly and to supporting clients with sustainable tax planning strategies. We are looking for a thoughtful, organized, and client-focused professional who can independently manage complex specialty tax engagements while continuing to develop as a long-term advisor within the firm.

The ideal candidate:

• communicates clearly and professionally;
• exercises sound judgment and asks thoughtful questions;
• can synthesize large amounts of information and maintain engagement momentum across multiple projects; and
• values long-term client relationships and high-quality work product.

We value professionals who are intellectually curious, collaborative, and relationship-oriented—both within the firm and across the broader tax and advisory community.

Responsibilities

• Independently lead and coordinate strategic tax advisory and specialty tax incentive engagements across multiple clients and industries
• Serve as a primary client contact, maintaining engagement momentum through thoughtful communication, organization, follow-up, and project management
• Gather and synthesize financial, operational, and technical information to evaluate strategic tax planning opportunities and implementation considerations
• Participate in discussions with executives, CPAs, engineers, operational teams, and other stakeholders to understand how businesses operate in practice
• Own client engagements through technical evaluation, documentation development, and implementation support across multiple areas of specialty tax and incentives
• Collaborate closely with broader tax teams to integrate specialty tax considerations into larger tax planning and compliance strategies
• Review and help coordinate work performed by supporting internal staff while contributing to long-term training and development efforts
• Assist with operational improvements and broader department growth initiatives

Qualifications

• Approximately 6–7 years of experience in tax incentives, specialty tax, strategic tax consulting, or related advisory environments
• Strong project management and client management skills, including the ability to independently manage multiple active engagements simultaneously
• Experience leading client discussions and coordinating complex information-gathering processes
• Strong written and verbal communication skills
• Ability to exercise sound professional judgment in complex or ambiguous situations
• Comfortable working in a highly collaborative, communicative, and review-oriented environment
• Bachelor’s degree with demonstrated academic or professional experience in analytical, technical, operational, or research-oriented disciplines (including, but not limited to: Engineering, Anthropology, I-O Psychology, Biology, Chemistry, Computer Science, Economics, or related fields)
• CPA, JD, EA, or other relevant professional credential preferred