Senior Tax Associate

About This Opportunity

This role is designed for an experienced tax professional who enjoys high-quality technical work, client interaction, and tax planning—but is looking for a more sustainable pace than traditional public accounting.

The candidate will focus on reviewing and helping prepare tax returns for high-net-worth individuals and related entities, including Forms 1040, 1120S, 1065, and 1041, while also playing a key role in tax planning and client support throughout the year. We are looking for someone with strong technical knowledge, sound judgment, and a professional, respectful approach to working with both colleagues and clients.

Our team takes every third Friday or Monday off which averages to a 37.5-hour work week. There are moderate seasonal workload increases during two tax periods. Our workflow and staffing model are intentionally designed to avoid the long hours typical in the profession.

Moisand Fitzgerald Tamayo, LLC provides integrated tax services as part of a comprehensive wealth management and financial planning offering for clients. Our mission is to be “A Sanctuary from the Noise®.” We serve clients by providing objective, expert guidance and helping them make thoughtful financial decisions with greater clarity and confidence.

The tax team plays an important role in that mission by supporting both compliance and planning needs and working closely with advisors and other team members to serve clients well.

• Review federal and state tax returns for individuals and related entities, including Forms 1040, 1120S, 1065, and 1041
• Identify technical issues, missing information, inconsistencies, and areas of tax risk
• Provide clear, constructive review notes and guidance to preparers
• Exercise sound professional judgment in evaluating filing positions and documentation
• Prepare more complex individual and entity tax returns as needed
• Work closely with advisors and other team members to support tax planning strategies
• Prepare and review tax projections to help clients evaluate opportunities and anticipate liabilities
• Respond to client tax questions and provide clear, practical guidance
• Help clients and team members understand the tax impact of financial decisions
• Assist with tax research and resolve technical questions
• Serve as a resource to less experienced preparers
• Help reinforce review standards, documentation expectations, and best practices
• Contribute to process improvements that increase quality and efficiency
• Communicate professionally and collaboratively with colleagues and clients
• Review and sign returns, as appropriate based on credentials and firm policies

• 4–6 years of relevant public accounting tax experience
• Active CPA or EA credential required
• Strong experience with Forms 1040, 1120S, 1065, and 1041
• Experience with tax planning, projections, and client advisory work
• Solid understanding of federal and multi-state tax compliance
• Strong analytical thinking and professional judgment
• Excellent written and verbal communication skills
• Ability to explain tax matters clearly to both colleagues and clients
• Organized, dependable, and able to manage multiple deadlines
• Comfortable working in an in-office, team-oriented environment

• Experience working with high-net-worth individuals and closely held businesses
• Experience reviewing work and providing constructive feedback
• Interest in improving workflows and contributing to team development
• Experience with Pro Series or similar tax software

• This role will help expand the depth and capacity of our tax team by adding a strong technical professional who can review returns, prepare more complex work, support tax planning, and serve as a trusted resource for client questions. The right candidate will play an important part in maintaining quality, supporting staff development, and helping us deliver thoughtful, reliable tax advice and service throughout the year.

We believe strong professionals should be well compensated, supported, and able to build a sustainable career over the long term.

• Competitive base…