Senior Tax Associate

Overview

This role is for a Senior Tax Associate to support a tax team working primarily with veterinary practice owners and their related entities. The position prepares returns, builds reviewer-ready workpapers, and helps improve tax-season workflow.

Compensation

• $80,000–$105,000, depending on experience, credentials, and demonstrated capability

Start Date

• Flexible start date from September 22, 2026 through January 4, 2027

Location

• Remote within approved U.S. work locations

Travel

• Possible quarterly all-hands meetings and occasional destination CPE (both fully reimbursed within firm policy)

Responsibilities

• Prepare a variety of returns, including federal, state, and local filings for individuals and closely held entities.
  • Core mix may include Forms 1040, 1065, 1120-S, and 1120
  • May also include trusts and estates, related real estate entities, and other returns as assigned
• Build clean, complete workpapers with clear support, reconciliations, calculations, notes, and tie-outs so reviewer review is straightforward.
• Follow the financial trail across practice, real estate, and owner personal filings so related returns tell a consistent story.
• Apply accounting knowledge to tax work, including reconciliation of:
  • balance-sheet accounts
  • retained earnings
  • fixed assets and basis
  • owner activity
  • payroll and related items
  • sales or excise tax
  • other book-to-tax items tied to the engagement
• Work in UltraTax CS by entering and validating tax data, fixed assets, prior-year items, and current-year activity.
• Identify issues early (missing information, inconsistencies, capacity concerns, and potential deadline problems).
• Help see the process through, including extensions, estimates, e-filing, secure delivery, and other details required for accurate completion.
• Recognize when scope changes and escalate to the tax manager before committing to additional work, fees, or timing.

Requirements

• At least three (3) years of recent public accounting tax experience
  • Includes at least two busy seasons working returns from client intake through reviewer submission
• Ability to prepare a varied return mix, understand what the numbers mean, and produce work ready for review
• Strong accounting skills, including ability to:
  • read financial statements
  • reconcile accounts
  • understand journal entries
  • trace activity into a tax return without losing context
• Excel proficiency, including formulas, lookups, pivot tables, data cleanup, and well-organized workpapers
• A strong attention to detail (transposed numbers, missing support, and items that do not tie)
• AI and automation curiosity with professional judgment:
  • willing to test better ways of working
  • ensures approved tools, client privacy, and verified outputs are nonnegotiable
• Clear communication and sound judgment; ability to receive feedback constructively
• Busy-season availability: prepared for 55+ hours during peak stretches, typically February through April 15 and September through October 15
• Remote-work reliability: secure professional workspace, dependable internet, and availability for Pacific Time collaboration during agreed working hours
• Professional references from prior employers, supervisors, or clients

Preferred Qualifications

• CPA license or eligibility, EA certification, or active progress toward a credential
• Experience reviewing simpler returns or training less-experienced preparers
• Tax-tech fluency with UltraTax CS or another platform; e-file and portal workflows; digital delivery tools
• Comfort with broader accounting/firm systems such as QuickBooks, Practice CS, SafeSend, SharePoint, Notion, Missive, Double, or similar
• Experience with multistate work, pass-through entity tax, basis, fixed assets, owner compensation, or closely held business planning
• Prior veterinary-industry experience (welcome but not required)

Compensation & Benefits

• Firm-provided computer and equipment
• Firm-paid medical, dental, and vision
• 401(k) with firm match up to 3%
• 6 paid holidays and 4 paid floating holidays
• 15 vacation days per year, subject to the firm calendar and busy-season blackout periods
• Paid sick time
• Two paid volunteer days
• Continuing professional development
• Optional cell-phone coverage
• Personal tax support

Reporting / Team

• Works within the Tax team and reports to the Tax Manager.

Equal Opportunity & Accommodations

• The employer is an equal opportunity employer and provides reasonable accommodations throughout the hiring process for applicants who require them.