Full-time Senior Tax Preparer

Senior Tax Associate

$Medical, Dental, Vision

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Our client is a multidisciplinary firm in Oklahoma City that combines legal, tax, and accounting services within one practice. Our client focuses on areas where financial and legal matters overlap, especially for business owners, individuals, and families related legal matters.

medical

• dental
• Holidays

An established professional services firm in Midtown Oklahoma City is seeking a full-time Senior Tax Associate to join our growing team. This role offers the opportunity to work in a collaborative environment supporting individuals, businesses, and professional clients with tax preparation, financial analysis, and advisory-related projects. The ideal candidate will have experience in both individual and business tax preparation, strong analytical abilities, and the professionalism to work with confidential financial information and complex client matters.

Prepare and review federal and state tax returns for individuals, partnerships, S corporations, corporations, and trusts

Analyze financial records and supporting documentation for accuracy and completeness

Assist in the preparation of financial schedules, worksheets, and exhibits for valuation, advisory, and financial dispute matters

Perform bookkeeping and account reconciliations for business and individual clients

Communicate directly with clients regarding tax filings, financial documentation, and information requests

Correspond with the IRS and state taxing authorities regarding notices, filings, and compliance matters

Conduct account analysis to identify tax planning opportunities, deductions, and credits

Support financial reporting and organizational projects for closely held businesses and high-net-worth clients

Maintain current knowledge of tax laws, compliance regulations, and accounting standards

3+ years of experience in individual and business tax preparation

• Bachelor's degree in Accounting, Finance, or related field preferred
• CPA, EA, or CPA-track candidate strongly preferred but not required
• Experience with bookkeeping and financial statement review
• Proficiency in Microsoft Excel, Word, QuickBooks, Lacerte, and/or UltraTax CS preferred
• Ability to communicate financial concepts clearly and professionally
• Competitive compensation with annual performance and salary reviews

Flexible compensation structure based on experience and contributions

Exposure to a diverse range of tax, financial, and advisory projects

Ongoing training and professional development opportunities

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.