Senior Tax Associate

Base Pay Range

$/yr - $/yr

• Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
• Rest and Relaxation. 18 days paid time off, 8 paid holidays.
• Health Benefits. Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
• Give back. Get paid to give your time to the community – ask us about this!
• Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.
• Flexible Work Models. In‑office, work‑from‑home, or hybrid, depending on position and location.

We are dedicated to delivering high‑quality client service while fostering a collaborative, supportive team environment. We value innovation, professional growth, and long‑term client relationships.

• Prepare and review complex fiduciary (Form 1041), estate (Form 706), gift (Form 709), and individual income tax returns.
• Provide proactive trust and estate tax planning, including income and wealth transfer strategies.
• Research complex federal and state tax issues and provide clear recommendations to clients and engagement teams.
• Respond to IRS and state tax authority notices and inquiries.
• Identify client needs and opportunities for additional planning or advisory services.
• Review work prepared by staff accountants and provide coaching, training, and feedback.
• Collaborate with Partners and Managers on technical issues and client strategies.
• Build and maintain strong client relationships through clear communication and trusted advisory services.
• Stay current on legislative and regulatory changes impacting trust and estate taxation.

• Bachelor’s degree in accounting (or equivalent work experience).
• Minimum 5–8+ years of public accounting experience, with a strong emphasis on trust, estate, gift, and high‑net‑worth individual taxation.
• Active CPA license preferred.
• Strong technical knowledge of fiduciary income tax, estate and gift tax, and related planning strategies.
• Experience reviewing complex tax returns and mentoring junior staff.
• Excellent communication, analytical, and organizational skills.
• Ability to manage multiple priorities and deadlines in a fast‑paced environment.
• Proficiency with Microsoft Office Suite and tax preparation software.
• A proactive professional with a can‑do attitude and strong attention to detail.
• Someone who values client service excellence while supporting team development.
• Proactive, client‑focused, and adaptable in a fast‑paced environment.

Not Applicable

Full‑time

Accounting / Auditing and Finance

Accounting, Financial Services, and Banking

Jobot is an Equal Opportunity Employer. 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. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.