CPA Senior Associate- Tax & Accounting

Senior Associate (Tax & Accounting)

Experience:

3–6 years (typical) | Credential: CPA or EA (preferred)

The Senior Associate works with Tax Managers/Seniors/Partners to deliver tax compliance, accounting, and client advisory services. This role prepares and reviews returns, supports engagements, and helps guide junior staff.

This is a client‑facing role for a tax professional who enjoys solving technical issues, managing deadlines, and mentoring others while delivering high‑quality work.

• Prepare moderate‑to‑complex corporate, partnership, trust, and individual tax returns.
• Research and apply complex tax and accounting issues; continue building technical depth.
• Prepare compiled/prepared financial statements and assist with audit/review engagements.
• Partner directly with clients on planning, consulting, and day‑to‑day service needs.
• Manage assigned clients and engagements—scope, deadlines, budgets, and status communication.
• Coach, delegate to, and review work from Associate Accountants; support onboarding and training.

• Strong tax compliance knowledge and ability to research moderate‑to‑complex issues.
• Working knowledge of GAAP and tax/cash‑basis financial statement concepts.
• Project and deadline management; ability to prioritize with minimal oversight.
• Experience reviewing/delegating work and communicating clearly with clients and teammates.
• Proficient with Microsoft Office and common accounting/tax tools (e.g., Quick Books); able to learn client systems.

• BA/BS in Accounting (required).
• 3–6 years in public accounting or equivalent experience.
• CPA or Enrolled Agent (or actively pursuing).
• Interest in corporate, partnership, and individual taxation.

• Ability to sit for extended periods and work at a computer.
• Ability to lift up to 15 lbs occasionally.