Senior Tax Associate - Internal Partner/Individual Tax team

Overview

A leading advisory, tax, and assurance firm is seeking a Senior Tax Associate specializing in U.S. individual tax services. This role provides tax preparation, planning, and consulting services internally to firm partners. It offers a unique opportunity to build a career in public accounting with an excellent work/life balance, including no typical tax busy season and a standard 40-hour workweek. This position is fully remote and can be performed from any location, with a preference for candidates in the Southeast or Midwest regions.

Responsibilities

• Provide compliance and consulting services to firm partners
• Perform technical review of complex individual tax returns and supporting documents
• Lead multiple engagements delivering proactive tax planning and strategic consulting
• Apply technical developments to complex tax situations to grow technical competence
• Manage client experience as the primary point of contact for approximately 75 clients
• Participate in professional development through individual efforts and firm-wide learning programs
• Support the growth and development of team members by mentoring and helping associates meet professional goals

Requirements

• Bachelor's degree in accounting, law, or a related business field; Master's or advanced degree is desirable
• CPA or EA certification strongly preferred; eligibility for CPA required
• Minimum of 4 years’ experience in tax return review and planning for high net worth individuals
• Experience with multi-state tax compliance for individuals, including composite, withholding, and pass-through entity tax
• Experience providing federal tax compliance and consulting services in a professional services environment
• At least 2 years of supervisory experience, including mentoring and counseling associates, preferred
• Strong management, analytical, organizational, interpersonal, project management, and communication skills
• Proficiency with CCH Axcess, PDFlyer, and Microsoft Office Suite
• Eligibility to work in the U.S. without sponsorship preferred

Compensation & Benefits

• National pay range: $79,050 - $118,580
• Comprehensive compensation and benefits package available to eligible employees

Location

• Fully remote position
• Preferred candidates located in the Southeast or Midwest regions

This role offers a steady schedule year-round with a limited fall busy season, ideal for professionals seeking a leadership opportunity within a growing practice focused on individual tax services.