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 role offers the opportunity to provide tax preparation, planning, and consulting services internally to firm partners. It is ideal for professionals looking to advance their public accounting career while maintaining a strong work/life balance, as there is no typical tax busy season and most weeks are 40 hours. This position is fully remote and can be based anywhere, with a preference for candidates located 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 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 through mentoring and coaching

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 individual tax compliance, 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 candidate locations: Southeast or Midwest United States