Senior Tax Associate- Individual Tax Services

Overview

This internal contract position provides U.S. individual tax services to partners, including tax preparation, planning, and consulting. The role is fully remote and may be worked from any location. An 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 delivering proactive tax planning and strategic consulting
• Apply technical developments to complex situations to grow technical competence
• Serve as primary point of contact for approximately 75 clients and manage the client experience
• Invest in professional development through firm-wide learning and development programs
• Support the growth and development of team members by mentoring and coaching associates

Requirements

• Three (3)+ years’ experience in tax return review and planning for high net worth individuals required
• 4-year degree required

Preferred Qualifications

• Bachelor’s degree in accounting or law, or a similar business degree; master’s or advanced degree desirable
• CPA or EA strongly preferred
• Available to work on a contract basis through April 30th 2027
• Multi-state tax compliance experience 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
• Two (2)+ years of supervisory experience, mentoring, and counseling associates preferred
• Demonstrated management, analytical, organization, interpersonal, project management, and communication skills
• Highly developed CCH Axcess, PDFlyer, and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred

Compensation & Benefits

• Pay range: $25.50 to $84.00
• Actual compensation will depend on relevant factors including skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs.

Location

Fully remote; ideal location is East Coast, Southeast, or Mid-West.