Senior Tax Associate

The Senior Tax Associate is responsible for preparing, reviewing, and filing complex federal and state tax returns for individuals and businesses. This role serves as a subject-matter expert, ensures compliance with tax laws, provides strategic tax planning guidance, and may mentor junior tax staff. The ideal candidate is detail?oriented, deadline?driven, and experienced with a broad range of tax situations.

• Prepare and review complex federal, state, and local tax returns (individual, partnership, corporation, fiduciary, and nonprofit as applicable)
• Ensure compliance with current tax laws, regulations, and filing requirements
• Conduct tax research and provide accurate interpretations and recommendations
• Identify tax?saving opportunities and advise clients on tax planning strategies
• Communicate directly with clients to gather information, explain tax positions, and answer questions
• Respond to IRS and state tax authority notices and assist with audits or inquiries
• Review work completed by junior staff for accuracy and completeness
• Assist with training, mentoring, and quality control initiatives
• Maintain strict confidentiality of client information
• Manage multiple engagements while meeting firm deadlines, especially during peak tax season

• Bachelor’s degree in Accounting, Finance, or a related field (required)
• 7+ years of professional tax preparation experience
• CPA strongly preferred
• Extensive knowledge of federal and state tax codes
• Proficiency with tax preparation software (especially Drake, or Pro Systems FX)
• Strong analytical, organizational, and problem?solving skills
• Excellent written and verbal communication skills
• Ability to work independently and collaboratively in a fast?paced environment