Tax Associate

We are seeking a Senior Tax Associate to join a growing and collaborative tax team. This role offers the opportunity to work with a diverse client base, prepare and review complex tax returns, and partner directly with managers and clients on planning and compliance initiatives. The ideal candidate has a strong foundation in public accounting and enjoys working in a fast-paced, client-focused environment.

• Prepare and review federal, state, and local tax returns for corporations, partnerships, S corporations, individuals, trusts, and nonprofit organizations.
• Prepare Schedule K-1s and supporting tax work papers.
• Research federal and state tax issues and prepare technical memorandums when needed.
• Assist with tax planning, estimated tax calculations, and year-end tax projections.
• Review financial statements and trial balances to ensure accurate tax reporting.
• Work directly with clients to gather information, answer tax questions, and resolve notices from taxing authorities.
• Identify tax-saving opportunities and recommend process improvements.
• Mentor and review the work of junior staff while providing coaching and technical guidance.
• Assist with IRS and state tax examinations as needed.
• Stay current on changes to tax laws and accounting standards.

• Bachelor's degree in Accounting or a related field.
• CPA license or CPA candidate strongly preferred.
• 3-6+ years of public accounting tax experience.
• Experience preparing complex business and individual tax returns.
• Strong understanding of federal and state tax regulations.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple deadlines in a fast-paced environment.

• Partnership, private equity, real estate, or investment fund taxation.
• Experience with CCH Axcess, GoSystem, Pro System fx, One Source, or similar tax software.
• Advanced Excel skills.
• Experience reviewing the work of junior staff and serving as a client contact.
• Competitive base salary with annual bonus opportunity
• Comprehensive medical, dental, and vision coverage
• 401(k) with employer match
• Generous PTO and paid holidays
• CPA reimbursement and continuing education support
• Clear opportunities for advancement and professional development