Senior Tax Associate

* MT Strategies is a third-party recruiter and is conducting a talent search on behalf of their client.**

We’re a tech-forward CPA and financial advising firm that believes accounting should be both personal and practical — for our clients and our team. We work closely with individuals and small to mid-sized businesses, helping them understand their numbers, plan ahead, and make confident financial decisions.

What sets us apart is our hands‑on, relationship‑driven approach. Our team works directly with clients (not buried under layers of hierarchy), gaining real exposure to tax preparation, planning, and accounting across a variety of industries and entity types. If you’re looking for a place where your work matters, your voice is heard, and your skills grow quickly, you’ll feel at home here.

You’re a confident accounting professional with a solid foundation and a strong desire to keep growing. With 3–5 years of experience, you’re comfortable reviewing returns, handling core accounting tasks, and interacting with clients. You’re excited about working in an environment where questions are encouraged, mentorship is intentional, and learning happens every day through hands‑on experience.

• Prepare and review individual, S-Corp, C-Corp, partnership, and trust tax returns
• Ensure compliance with federal, state, and local tax law
• Identify relevant deductions, credits, and tax strategies to minimize liabilities
• Assist with tax projections and estimated tax payment
• Research complex tax issues and stay current on changing regulations

• Serve as a trusted tax advisor to clients
• Communicate proactively to gather information and address client questions
• Review financial statements and tax documents for accuracy and completeness
• Educate clients on tax‑saving opportunities and best practices

• Collaborate with directors to streamline tax workflows and support junior staff
• Support tax planning initiatives for business owners
• Manage multiple deadlines efficiently, especially during tax season
• Utilize tax software and tools to improve accuracy and efficiency

• Assist with IRS and state tax notices, audits, and client correspondence
• Maintain strict confidentiality and adhere to professional standards
• Contribute to process improvements and best‑practice development

• Bachelor’s degree in Accounting, Finance, or related field; CPA/EA preferred or in progress.
• Experience preparing and reviewing individual, business (S-Corp, C-Corp, Partnership), and trust tax returns.
• Strong knowledge of federal, state, and local tax regulations, with the ability to research complex tax issues.
• Proficiency with tax preparation software and accounting tools.
• Excellent analytical skills with strong attention to detail in reviewing financial statements and tax documents.
• Strong communication skills with the ability to advise clients and explain tax concepts clearly.
• Ability to manage multiple deadlines, collaborate with team members, and support workflow improvements.

We are proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

The expected base salary range for this position is $125,000 - $135,000 per year, depending on experience and qualifications.

We offer a comprehensive benefits package that includes health, dental, vision, and life insurances, paid time off and revenue sharing options.