Senior Tax Associate

Client Overview:

Our client, a growing, family-owned public accounting firm, is expanding and looking to add a Senior Tax Associate to their team. The firm provides a full range of tax services to a diverse client base and offers a collaborative, team-oriented environment. This is a stable yet expanding organization with a younger team and strong long-term growth opportunities.

Salary/Hourly Rate:

$90k - $95k

Position Overview:

The Senior Tax Associate will be responsible for preparing and managing a wide variety of tax returns while working directly with clients. This role is ideal for someone coming from a small to mid-sized CPA firm who enjoys hands-on work, broad exposure to multiple entity types, and direct client interaction.

Responsibilities of the Senior Tax Associate:

• Prepare and review federal and multi-state income tax returns for corporations, partnerships, individuals, and fiduciaries.
• Manage multiple engagements and deadlines during peak tax seasons.
• Communicate directly with clients to gather information and address tax-related questions.
• Assist with tax planning, projections, and extensions.
• Collaborate with team members to ensure accuracy and timely delivery.
• Support firm growth initiatives and mentor junior staff as needed.

Required Experience/Skills for the Senior Tax Associate:

• 4 - 5+ years of professional tax preparation experience.
• Strong knowledge of corporate, partnership, individual, and fiduciary returns.
• Multi-state tax experience.
• Background working in a small to mid-sized CPA firm.
• Strong written and verbal communication skills.
• Client-facing experience.
• Team-oriented, detail-driven, and adaptable.

Preferred Experience/Skills for the Senior Tax Associate:

• Exposure to a wide range of clients and industries.
• Experience using UltraTax (or similar tax software).
• Interest in long-term growth within a firm environment.

Education Requirements:

• Bachelor’s degree is preferred.
• CPA and/or EA credentials are a plus but not required.

Benefits:

• Medical, dental, and vision insurance.
• PTO.
• 401(K).