Senior Tax Associate

• Take ownership of tax engagements from planning through completion

• Interact closely with clients to provide tax planning, consulting, and compliance services

• Oversee preparation and timely filing of required tax returns

• Review work papers, trial balances, and supporting documentation for accuracy, completeness, and compliance

• Own assigned client engagements and drive projects to timely completion

• Work on real estate-focused tax matters, including partnership allocations, multi-state filings, consolidated trial balances, and related compliance issues

• Research tax issues and identify opportunities supporting client objectives and planning strategies

• Gather information from clients, answer questions, and provide responsive service

• Respond to review comments, resolve technical issues, and incorporate feedback

• Review junior staff work and provide coaching, guidance, and feedback

• Collaborate with offshore preparation teams and review simpler returns

• Leverage tax technology, automation, and AI-enabled tools

• Build strong client relationships through proactive communication and exceptional service

• Work with Managers, Directors, and Partners to deliver tax solutions and support client growth initiatives

• Gain exposure to engagement review, staff development, and increasing leadership responsibilities

• Bachelor's degree in Accounting
• 3-5 years of public accounting tax experience
• Experience preparing and reviewing tax returns for partnerships, S corporations, corporations, and individuals
• Strong understanding of flow-through entities and closely held businesses
• Experience reviewing work papers and responding to review notes
• Ability to manage multiple engagements successfully
• Solid understanding of accounting fundamentals and CPA firm operations
• Experience working directly with clients and building trusted relationships
• Comfort working with tax technology, automation tools, and evolving AI-enabled solutions
• Ability to collaborate effectively with both onshore and offshore teams
• Strong written and verbal communication skills
• CPA or EA designation (preferred)

Demonstrates expertise in tax planning, compliance, and consulting, with a strong focus on real estate tax matters and partnership allocations. Proven ability to manage client engagements, leverage tax technology, and provide exceptional service while mentoring junior staff.

• Tax Planning
• Tax Compliance
• Real Estate Tax Matters
• Client Relationship Management
• CPA or EA Designation

• Tax Return Preparation
• Reviewing Work papers
• Partnership Allocations
• Multi-State Filings
• Accounting Fundamentals

• Strong Communication Skills
• Coaching and Guidance
• Proactive Client Service

• CPA
• EA

• Public Accounting
• Flow-Through Entities
• Closely Held Businesses
• Engagement Review
• Staff Development

• Tax Technology
• Automation Tools
• AI-Enabled Solutions