Senior Tax Associate

Overview

This role is for a Senior Tax Associate to join the Client Tax & Advisory Services team. The position involves taking greater ownership of complex tax engagements while also supporting client relationships, mentoring team members, and coordinating workflow.

Responsibilities

Tax Preparation & Review

• Prepare complex individual, corporate, partnership, trust, and other assigned tax returns and supporting workpapers.
• Perform first-level reviews and provide clear, timely review notes.
• Research and resolve tax matters within your level of authority, escalating complex or uncertain positions as appropriate.

Client Consultation & Relationship Support

• Conduct pre-engagement consultations and discovery meetings within approved scope.
• Evaluate prospective client needs and identify appropriate service opportunities.
• Develop preliminary service recommendations and implementation considerations.
• Support client transitions from consultation through onboarding and service delivery.
• Conduct follow-up after consultations and engagements to identify additional tax, planning, advisory, accounting, or other service needs.

Team & Workflow Leadership

• Coordinate daily assignments, priorities, handoffs, and status communication.
• Mentor Tax Associates and reinforce strong tax procedures, documentation practices, consultation standards, and quality expectations.
• Collaborate across the client lifecycle to support organized, responsive service delivery.

Requirements

• CPA or EA required.
• Bachelor’s degree in accounting, taxation, finance, or a related field, or equivalent relevant experience.
• Progressive public accounting tax experience with complex tax return preparation, workpapers, and first-level review.
• Strong knowledge of federal, state, local, and multistate tax compliance.
• Ability to independently conduct client consultations and communicate service recommendations.
• Experience coordinating work and mentoring colleagues.
• Ability to work collaboratively across multiple departments when appropriate to the assignment.

Preferred Qualifications

• Demonstrated technical tax knowledge, sound judgment, clear communication skills, and the ability to move work forward independently.

Compensation & Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Training & development

Location

Flexible work from home options available.

Hiring Process Notes

• Candidates selected to move forward following the initial interview will be required to complete a technical assessment as part of the interview process.
• No recruiters or staffing agencies are being accepted; unsolicited resumes, candidate submissions, or agency referrals are not accepted for this opening.