Senior Tax Associate

About the Role:

We’re looking for a knowledgeable and proactive

Senior Tax Associate

to join our dynamic team. In this role, you’ll take the lead on complex client work related to tax matters, while also serving as a mentor and resource for junior staff. This is a hands-on position ideal for someone who enjoys both technical work and client interaction.

What You’ll Do:

• Collaborate with firm leadership to advise individuals and privately held businesses on tax strategies, compliance, and financial planning.
• Lead the preparation and review of a wide range of federal and state tax filings, including complex individual, partnership, S corporation, C corporation, and consolidated/multi-state returns.
• Support trust, estate, and gift tax engagements—including Forms 1041, 706, and 709—as part of a broader client service portfolio.
• Conduct technical tax research, identify planning opportunities, and resolve complex issues across various entity types.
• Interpret financial and legal documents to determine appropriate tax treatment and filing requirements when necessary.
• Participate in recurring accounting and tax projects, occasionally working onsite at client locations.
• Mentor and support staff by providing guidance, review feedback, and technical training.
• Identify ways to improve engagement efficiency, client service, and overall workflow.
• Stay current on tax law changes and best practices, applying knowledge to enhance client outcomes.
• Contribute to client relationship development and firm growth initiatives.

What You’ll Need:

• CPA license or eligibility required.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum 3 years of recent experience in public accounting.
• Proven experience preparing and reviewing:
• Individual (Form 1040)
• Partnership (Form 1065)
• S corporation (Form 1120S)
• C corporation (Form 1120)
• Trust and fiduciary (Form 1041) (preferred)
• Gift (Form 709) and estate (Form 706) returns (preferred)
• Proficiency with tax software and Microsoft Office; QuickBooks a plus.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities under deadlines.
• Clear, professional communication skills with a collaborative, client-focused approach.
• Strong analytical thinking and a proactive problem-solving mindset.
• A passion for learning, continuous improvement, and delivering high-quality work.