Senior Tax Associate

Responsibilities: Oversee tax compliance, planning, and advisory engagements for individuals, business owners, and related entities. Advise clients on complex tax matters, developing strategies that align with their financial and business objectives. Manage client relationships and engagement delivery, ensuring technical accuracy, timely completion, and responsive service. Review tax work, resolve technical issues, and ensure adherence to applicable regulations and internal quality standards. Lead and develop tax professionals through coaching, technical guidance, performance feedback, and career development. Manage engagement budgets, staffing, and workflow to support efficient execution and profitability. Coordinate engagement scoping, client onboarding, billing, and resource planning with internal stakeholders. Collaborate with leadership to establish practice priorities and improve service delivery. Identify opportunities to strengthen processes, apply technology, and improve the quality and efficiency of tax services.

Qualifications: Bachelor’s degree in Accounting, Finance, or a related field. 2–6+ years of tax experience within a midsized public accounting firm. Experience preparing and reviewing tax returns for corporations, partnerships, and/or high-net-worth individuals. Strong understanding of federal and state tax compliance requirements and tax research principles. Ability to identify tax planning opportunities and assist with resolving client tax matters. Strong organizational skills and attention to detail, with the ability to manage multiple engagements and deadlines. Excellent communication skills and a collaborative, client-focused approach. CPA designation or progress toward licensure is a plus.