Senior Tax Associate- Individual Tax Services

Overview

This internal contract role provides U.S. individual tax services to partners, including tax preparation, planning, and consulting. Work is fully remote and can be done from any location. The ideal location is East Coast, Southeast, or Mid-West.

Responsibilities

• Provide compliance and consulting services to partners.
• Perform technical review of complex individual tax returns and all supporting tax documents.
• Lead multiple engagements focused on proactive tax planning and strategic consulting.
• Grow technical competence by applying technical developments to complex client situations.
• Manage the client experience as the primary point of contact for approximately 75 clients.
• Invest in professional development through individual efforts and firm-wide learning and development programs.
• Support the growth and development of team members through mentoring and guidance.

Requirements / Qualifications

• Three (3)+ years’ experience in tax return review and planning for high net worth individuals.
• Experience in multi-state tax compliance for individuals, including understanding of composite, withholding, and pass-through entity tax.
• Experience providing federal tax compliance and consulting services in a professional services firm.
• 4-year degree required.
• Available to work a contract basis through April 30th, 2027.
• Demonstrated management, analytical, organization, interpersonal, project management, and communication skills.
• Highly developed skills with CCH Axcess, PDFlyer, and Microsoft Suite.
• Eligibility to work in the U.S. without sponsorship preferred.

Preferred Qualifications

• Bachelor’s degree in accounting or law, or a similar degree in business; master’s or advanced degree desirable.
• CPA or EA strongly preferred.
• Two (2)+ years’ supervisory experience, mentoring, and counseling associates preferred.

Compensation & Benefits

• Pay range: $25.50 to $84.00 (good-faith estimate at time of posting).
• Actual compensation will depend on skills, experience, qualifications, professional certifications, work arrangement, geographic location, and other business and organizational needs.
• Compensation and benefits package available to eligible employees.

Location

Fully remote. Ideal location: East Coast, Southeast, or Mid-West.