Senior Tax Associate- Individual Tax Services

Overview

Contract Senior Tax Associate – Individual Tax Services provides U.S. individual tax services to the organization’s partners, including tax preparation, planning, and consulting. This is an internal contract position and is fully remote.

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
• 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 coaching and mentoring

Requirements

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

Preferred Qualifications

• Bachelor’s degree in accounting or law, or a similar degree in business; Masters or advanced degree desirable
• CPA or EA strongly preferred
• Two (2)+ years’ of supervisory experience mentoring and counseling associates 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.
• A compensation and benefits package is offered to eligible employees.

Location

• Fully remote; can be worked from any location
• Ideal location is East Coast, Southeast, or Mid-West

Equal Opportunity Statement

The organization is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state, or local law.

Notes on Unsolicited Resumes

Unsolicited resumes submitted through the organization’s website or to employee email accounts are considered property of the organization and are not subject to payment of agency fees. Authorized recruitment agencies (“search firms”) require a formal written agreement and must be invited to submit candidates for review.