Senior Tax Associate - Internal Partner/Individual Tax team

Overview

A leading advisory, tax, and assurance firm is seeking a Senior Tax Associate specializing in US individual tax services. This fully remote role offers the opportunity to provide tax preparation, planning, and consulting services primarily to firm partners. The position is ideal for professionals looking to advance their public accounting career while maintaining a strong work/life balance, with no typical tax busy season and generally a 40-hour work week.

The role can be performed from any location, with a preference for candidates based in the Southeast or Midwest regions.

Responsibilities

• Provide compliance and consulting services related to individual tax matters for firm partners.
• Perform technical review of complex individual tax returns and all supporting documentation.
• Lead multiple engagements delivering proactive tax planning and strategic consulting.
• Apply technical developments to complex tax situations to enhance technical competence.
• Manage the 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 their professional goals.

Requirements

• Bachelor's degree in accounting, law, or a related business field; advanced degrees such as a Master's are desirable.
• CPA or EA certification strongly preferred; eligibility to obtain CPA required.
• Minimum of 4 years of experience in tax return review and planning for high net worth individuals.
• Experience with multi-state individual tax compliance, including knowledge of composite, withholding, and pass-through entity tax.
• Experience providing federal tax compliance and consulting services within a professional services firm.
• 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, with actual compensation based on skills, experience, qualifications, certifications, work arrangements, and geographic location.
• Comprehensive compensation and benefits package available to eligible employees.

Location

• Fully remote position.
• Preferred candidate locations include the Southeast or Midwest regions of the United States.