Senior Tax Associate

Overview

A growing Tax Solutions team is seeking a Senior Tax Associate to provide compliance, planning, and consulting services to a diverse client base. This fully remote role involves working alongside experienced tax professionals, serving as a trusted advisor on client engagements, contributing to tax strategies, and mentoring junior team members.

Responsibilities

Client Service & Relationship Management

• Serve as the primary contact for assigned clients and engagements.
• Build and maintain strong client relationships through responsive and professional service.
• Gather necessary information to complete tax engagements and address routine client inquiries.
• Collaborate with internal teams across Tax, Advisory, Assurance, Technology, Strategic Tax, and Outsourced Accounting Services.
• Identify client needs and opportunities and communicate recommendations to engagement leadership.

Tax Planning & Consulting

• Support tax planning and consulting engagements for business and individual clients.
• Research federal and state tax issues and clearly communicate findings.
• Prepare tax projections, planning analyses, and supporting documentation.
• Assist clients with tax notices, examinations, and related matters.

Tax Compliance

• Prepare and review partnership, S corporation, C corporation, and individual tax returns.
• Prepare state income tax filings, composite returns, and pass-through entity tax filings.
• Research tax issues and document conclusions.
• Ensure engagements are completed accurately, efficiently, and on schedule.
• Stay current on tax law developments and regulatory changes.

Team Development

• Mentor and support Staff Accountants in their technical and professional growth.
• Review workpapers and tax returns and provide constructive feedback.
• Contribute to a collaborative and positive team culture.

Requirements

• Bachelor's degree in Accounting or a related field.
• Minimum of 3 years of public accounting tax experience.
• Active CPA or EA license.
• Experience preparing and reviewing business and individual tax returns.
• Strong knowledge of partnership, S corporation, C corporation, and individual taxation.
• Excellent analytical, research, and problem-solving skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Proficiency with Microsoft Excel, Word, and Outlook.
• Experience working successfully in a fully remote environment is preferred.
• Experience within the Tax Department of a professional service firm is preferred.

Preferred Qualifications

• Experience serving architecture, engineering, construction (AEC), or closely held business clients.
• Experience with pass-through entity taxation and multi-state filings.
• Familiarity with tax preparation and research platforms such as CCH Axcess, GoSystem, ProSystem fx, Checkpoint, or BNA.
• Experience assisting clients with IRS or state tax notices and examinations.

Compensation & Benefits

• Salary range: $75,000 - $90,000, with final offer based on skills, experience, licensure, certifications, and geography.
• Medical plans offering options to fit different needs and budgets.
• Access to zero-cost telehealth services and wellness discounts including gym memberships, nutrition guidance, and mental health support.
• Flexible PTO policy and 10 paid holidays.
• Employer-backed Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs).
• Employer-paid life, accidental death and dismemberment (AD&D), and comprehensive short- and long-term disability insurance.
• Employee Assistance Program and access to personal insurance options.

Location

• Fully remote position.

Equal Opportunity

The organization is committed to building an inclusive workplace and will provide reasonable accommodations for individuals with disabilities throughout the application, interview, and employment process.