Sr. Tax Associate

Job Title: Senior Tax Associate

Job Summary:

As a Senior Tax Associate, you will be responsible for managing tax engagements and providing high-quality tax services to clients. Your role will involve overseeing and reviewing the work of junior staff members, conducting tax research and planning, and serving as a client liaison.

Duties and Responsibilities:

  • Manage and supervise tax engagements for a variety of clients, including individuals, partnerships, corporations, trusts, and estates

  • Prepare and review complex tax returns and ensure compliance with federal, state, and local tax regulations

  • Research and analyze tax issues and develop tax planning strategies to minimize clients' tax liabilities

  • Communicate with clients to gather information, provide updates, and respond to inquiries on tax-related matters

  • Oversee and review the work of junior staff members and provide feedback and guidance as needed

  • Develop and maintain relationships with clients and other stakeholders

  • Assist with business development and proposal writing for new clients

  • Keep up-to-date with changes in tax laws and regulations and share knowledge with team members

  • Perform other duties and responsibilities as assigned

Requirements:

  • Bachelor's degree in accounting or related field

  • 3-5 years of tax experience in a public accounting firm

  • CPA or Enrolled Agent certification required

  • Strong technical knowledge of tax laws and regulations

  • Excellent analytical, problem-solving, and project management skills

  • Strong communication and interpersonal skills

  • Proficiency in tax software and Microsoft Office

  • Ability to work independently and as part of a team

  • Willingness to travel as needed

Working Conditions:

The Senior Tax Associate position is typically a full-time role that may require working extended hours during peak tax season. Work is primarily performed in an office setting, but some travel may be required to meet with clients or attend training sessions.

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Administrator