Tax Senior

Job Summary

The Senior Tax Associate leads preparation of complex tax returns and supports tax planning and advisory engagements while supervising and mentoring junior team members. This role serves as a key technical resource, ensuring accuracy, compliance, and timely delivery of tax services in accordance with firm standards.

Essential Functions

• Prepare and review complex federal, state, and local tax returns for individuals and business entities

• Supervise, review, and provide guidance to Tax Associates and Interns

• Perform advanced tax research and summarize conclusions and recommendations

• Assist with tax planning, projections, and client advisory matters

• Communicate directly with clients regarding tax information requests and issues

• Support training and development initiatives within the tax practice

Required Qualifications

• Bachelor's degree in Accounting, Taxation, or related field

• CPA license or active progress toward CPA licensure

• Strong knowledge of federal income tax and related compliance requirements

• Experience preparing and reviewing complex tax returns

• Proficiency in tax preparation software and Microsoft Office applications

Preferred Qualifications

• Public accounting experience with multi-entity or complex client structures

• Experience with tax planning or specialized tax areas

Physical & Cognitive Demands

• Prolonged periods of sitting and computer use

• Ability to lift up to 20 pounds occasionally

• Ability to analyze complex tax matters, exercise professional judgment, and manage multiple priorities

Work Environment Including Travel

• On-Site

• Limited travel, if any

• Moderate noise level typical of a professional office environment

Disclosure Statement

We are an Equal Opportunity Employer and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. This job description is not intended to be an exhaustive list of duties and may be modified at any time.

"Mellott & Mellott" is the brand name under which Mellott & Mellott, P.L.L. and Mellott Advisors, LLC provide professional services. Mellott & Mellott, P.L.L. and Mellott Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Mellott & Mellott, P.L.L. is a licensed independent CPA firm that provides attest services to its clients, and Mellott Advisors, LLC provides tax and business consulting services to their clients.

Mellott Advisors, LLC is not a licensed CPA firm.

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