Tax Associate

Compensation: Salary commensurate with experience

We are seeking a motivated and detail-oriented Tax Senior Associate to join our growing public accounting team. This hybrid role offers the opportunity to work with a diverse client base across various industries while developing technical expertise and building strong client relationships. The ideal candidate will have 3-5 years of public accounting experience preparing and reviewing tax returns for individuals and businesses, along with a solid understanding of federal and state tax compliance.

This is an excellent opportunity for a tax professional looking to advance their career within a collaborative environment that values professional development, mentorship, and long-term growth.

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and nonprofit organizations.
• Assist with tax planning strategies designed to minimize tax liabilities and maximize client value.
• Research and analyze tax issues, regulations, and legislation, providing practical recommendations to clients and internal teams.
• Communicate directly with clients to gather information, answer tax-related questions, and resolve compliance matters.
• Prepare tax projections, estimated tax payments, and year-end planning analyses.
• Respond to IRS and state tax notices and assist with examinations when necessary.
• Review financial statements and supporting documentation to ensure accurate tax reporting.
• Mentor and support junior staff by reviewing work, providing feedback, and assisting with technical development.
• Maintain compliance with filing deadlines while managing multiple client engagements.
• Collaborate with partners and managers to identify opportunities for additional advisory and consulting services.

• Bachelor's degree in Accounting or a related field.
• CPA license or active progress toward CPA certification is strongly preferred.
• 3-5 years of recent public accounting tax experience.
• Experience preparing and reviewing a variety of tax returns, including:
• Individual (Form 1040)
• Partnership (Form 1065)
• S Corporation (Form 1120-S)
• C Corporation (Form 1120)
• Trust and Estate (Form 1041)
• Nonprofit (Form 990) experience is a plus.
• Strong knowledge of federal and state tax laws and regulations.
• Experience with tax preparation and research software.
• Proficiency in Microsoft Excel and Microsoft Office Suite.
• Excellent analytical, organizational, and time management skills.
• Strong written and verbal communication abilities.
• Ability to manage multiple priorities in a deadline-driven environment.

• CPA designation or CPA eligibility.
• Experience serving clients across multiple industries, including closely held businesses and high-net-worth individuals.
• Exposure to tax planning, consulting, and client advisory services.
• Familiarity with common public accounting software platforms.