Tax Senior Associate

We’re looking for an experienced, proactive Tax Senior Associate who is part of a high‑performing team, supports clients with precision and heart, and helps drive the future of tax services at JFS.

At JFS, we do things differently
.

No red tape:
If you see a better way—we want you to run with it.

Remote flexibility:
Lead and grow without being stuck in a traditional office grind.

Purposeful leadership: Shape systems and make a real impact on client success.

JFS Consulting is a well‑established management consulting firm, founded in 2018, with a strong reputation for delivering tailored, results‑driven strategies to businesses across a range of industries. We specialize in supporting rural healthcare hospitals and service‑based organizations. JFS offers services such as financial consulting, tax strategy, long‑term planning, operational efficiencies and financial transformation, and Fractional and Advisory CFO services.

As a Tax Senior Associate, you’ll work with a high performing team of accounting and financial professionals while identifying and implementing processes that serve high‑net‑worth individuals and businesses. Your leadership will be key to delivering exceptional tax services, driving the compliance function for clients including supervising the preparation and technical review of individual, partnership, pass‑through entities, and corporate tax returns.

• Ensure timely, accurate completion of client services: payroll, A/P, A/R, bookkeeping, and more.

• Lead client kick‑off meetings with the Sales Team, establishing a solid rapport with clients as you take on the accounts.
• Financial prep, review, and consulting:
  Prepare and review financial statements, reports, and analyses for both internal and external stakeholders, ensuring accuracy and timeliness in accordance with regulatory requirements.
• Quarterly Meetings:
  Run or attend meetings with clients to go through how they are doing and provide feedback and estimated tax projections.
• Quarterly Estimates:
  Review client's YTD business and personal income and recalculate their upcoming required estimated payment, create a list of items to consult with the client.
• Tax Return Preparation:
  Prepare business and individual income tax returns.
• Tax Issue/Strategy Research:
  Perform tax strategy research and calculations for unusual tax issues and problems outside of day‑to‑day tax preparation tasks.
• Tax Notices:
  Prepare responses or call tax agencies to help clients.
• Sales Tax:
  Prepare and submit sales tax report to state.
• Detail Review:
  Compare source document to Client’s software, review tax return entry work done by other staff.
• Financial Statement Preparation:
  Assist with the month‑end preparation of board financial statements, utilizing different account systems related to the client's industry, reconciling, and reviewing work papers, etc.
• Organize and update the tax database.
• Record tax entries into accounting software.
• Understand and apply tax reduction strategies.
• Prepare and/or review financial statements.
• Provides accounting support to the team as needed.
• Performs other duties as assigned.

• Ability to exemplify the JFS, LLC core values. See below.
• Ability to maintain confidentiality of conversations, data records, files, and other vital information.
• Ability to communicate and work well with all departments, while actively listening, acknowledging different perspectives, experiences, and expressing appreciation and recognition.
• Strong supervisory and leadership skills with the ability to lead, mentor, coach, encourage, and motivate others.
• In‑depth knowledge of accounting principles, financial regulations, and tax laws.
• Proficiency in accounting software and financial management systems.
• Excellent verbal and written communication skills.
• Ability to manage budgets and expenses and potentially negotiate with vendors and suppliers.
• Ability to build relationships and interact positively with employees, management staff, and customers, even in stressful situations.
• Ability to identify issues, address them, and provide effective solutions.
• Ability to maintain compliance with local, state, and federal regulations.
• Ab…