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 primarily 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 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 tax 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; a master's or advanced degree is desirable.
• CPA or EA certification strongly preferred; eligibility for CPA required.
• Minimum of four (4) years of experience in tax return review and planning for high net worth individuals.
• Experience with multi-state tax compliance for individuals, 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 two (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 rate range: $79,050 - $118,580.
• Actual compensation depends 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: Southeast or Midwest regions of the United States.