Senior Tax Associate

We're a CPA firm based in Plano, TX, and we're looking for a dynamic, detail-oriented Senior Tax Associate to join our growing team. In this role, you'll prepare and review business and individual tax returns while mentoring junior team members and serving as a trusted advisor to clients.

We have a genuinely supportive culture with great tenure across the team. We care about our people, invest in their growth, and offer meaningful opportunities for advancement.

• Prepare and review tax returns prepared by staff associates to ensure accuracy, completeness, and compliance
• Provide advisory support on tax strategies, and help train staff-level associates through coaching and technical guidance
• Perform tax research to address client questions, analyze financial information, identify tax planning opportunities, and confirm compliance
• Communicate with clients to gather information, provide updates, and ensure timely completion of internal and external deadlines

• Bachelor’s degree in Accounting
• CPA license or CPA candidate with 4-5 years of federal tax preparation experience in a public accounting firm
• Proficiency with CCH Pro System fx / Axcess Tax, Engagement, and Fixed Assets
• Strong technical tax knowledge with a desire to help clients optimize tax efficiency; proactive, innovative thinker with an interest in building long-term consulting expertise
• Prior experience reviewing tax returns and mentoring or coaching staff level team members required
• Excellent written and verbal communication skills; able to clearly explain complex tax concepts to clients in a supportive and informative manner
• Fast learner who works efficiently, asks questions proactively, and takes initiative
• Strong organizational skills with the ability to manage multiple assignments and follow-up items simultaneously

Pay: $80,000.00 - $95,000.00 per year

• 401(k) matching
• Health insurance
• Opportunities for advancement
• Paid time off
• Vision insurance

• Bachelor's (Required)

• Tax: 4 years (Required)

• CPA (Preferred)
• Work Location:
  
  Hybrid remote in Plano, TX 75024

We are an equal opportunity employer and are committed to maintaining a harassment-free workplace for all applicants and employees, regardless of race, color, religion, national origin, gender, age, disability, sexual orientation, veteran status, or any other protected category.