Senior Associate, Tax

Overview

This role supports the Tax team in delivering practical, forward-thinking tax guidance and compliance/advisory services. Responsibilities include providing client service, collaborating with client leadership, managing assigned tasks to ensure timely, high-quality outcomes, and contributing to business development and internal knowledge sharing.

Responsibilities

• Provide tax compliance and advisory services to:
  • Individuals (Forms 1040, 1040-NR)
  • Partnerships (Form 1065)
  • Corporations (Forms 1120, 1120-S)
• Deliver exceptional client service through timely, responsive support while building strong relationships as a trusted advisor
• Collaborate proactively with key client management to identify issues and recommend practical solutions
• Own assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope
• Use technology tools effectively and demonstrate a commitment to process improvement through innovation
• Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge
• Support the proposal process for prospective clients by contributing insights and helping articulate the organization’s capabilities and areas of expertise
• Collaborate on technical publications sponsored by the organization and contribute to internal learning and development sessions
• Represent the organization at campus recruiting events and engage with university talent to support early talent acquisition

Minimum Qualifications

• Bachelor’s Degree in Accounting, Taxation or related field
• 2+ years of relevant tax experience in public accounting, or a combination of corporate tax and public accounting
• Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy
• Proficiency in Microsoft Office Suite
• Flexibility to travel for client engagements and internal meetings (travel may include overnight stays)

Preferred Qualifications

• Master’s Degree in related field
• Current and valid CPA (Certified Public Accountant) license

Compensation & Benefits

• Access to a robust total rewards program and a flexible work environment

Location

• Not specified