Senior Tax Associate

Responsibilities

• Prepare and review federal and state tax returns for partnerships, S‑corps, C‑corps, trusts, and individuals.
• Conduct tax research and document conclusions on technical issues.
• Identify tax planning opportunities and present recommendations to clients.
• Review work prepared by associates and provide technical feedback.
• Communicate directly with clients on engagement matters.
• Support partners on complex planning and advisory projects.

• 3 to 5 years of public accounting tax experience.
• CPA license or active candidate preferred.
• Bachelor's degree in Accounting;
  Master's in Taxation preferred.
• Strong technical knowledge of pass‑through entity, individual, and trust taxation.
• Proficiency with tax preparation software (CCH Axcess, Pro System fx, or Ultra Tax).
• Strong written and verbal communication skills.

• Direct working relationships with partners on every engagement.
• Defined promotion track to Tax Manager within 18 to 24 months.
• Exposure to advisory, planning, and consulting work in addition to compliance.
• Client‑facing responsibility from day one.
• Mentorship and review feedback from shareholders, not layers of intermediate reviewers.
• Opportunity to develop a book of business and progress toward partner track.

• Competitive base salary with performance‑based bonus.
• Hybrid work schedule.
• Medical, dental, and vision coverage.
• 401(k) with employer match.
• Generous PTO and paid holidays.
• CPA exam fees, review course, and licensing reimbursement.
• Annual CPE budget.