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.

• 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

• 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

• Public accounting experience with multi‑entity or complex client structures
• Experience with tax planning or specialized tax areas

• 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

• On‑Site
• Limited travel, if any
• Moderate noise level typical of a professional office environment

• Flexible scheduling and work‑life balance outside of peak deadlines
• 37.5‑hour standard workweek outside of busy season
• Opportunity to bank additional time worked during peak season for future time off
• Competitive benefits package including health insurance and 401(k) match
• Paid holidays and PTO
• Collaborative culture with long‑tenured team members
• Direct access to leadership and real opportunities for advancement
• Monthly team events and a connected office environment
• Challenging, meaningful work with quality clients

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company‑Paid Life and Long‑Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short‑term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and Linked In Learning

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.