Senior Tax Associate

We’re looking for a knowledgeable and proactive Senior Tax Associate to join our dynamic team. In this role, you’ll take the lead on complex client work related to estate, trust, and gift tax matters, while also serving as a mentor and resource for junior staff. This is a hands‑on position ideal for someone who enjoys both technical work and client interaction.

• Collaborate with firm leadership to advise individuals and privately held businesses on tax strategies, compliance, and financial planning.
• Lead the preparation and review of a wide range of federal and state tax filings, including complex individual, partnership, S corporation, C corporation, and consolidated/multi‑state returns.
• Support trust, estate, and gift tax engagements—including Forms 1041, 706, and 709—as part of a broader client service portfolio.
• Conduct technical tax research, identify planning opportunities, and resolve complex issues across various entity types.
• Interpret financial and legal documents to determine appropriate tax treatment and filing requirements when necessary.
• Participate in recurring accounting and tax projects, occasionally working onsite at client locations.
• Mentor and support staff by providing guidance, review feedback, and technical training.
• Identify ways to improve engagement efficiency, client service, and overall workflow.
• Stay current on tax law changes and best practices, applying knowledge to enhance client outcomes.
• Contribute to client relationship development and firm growth initiatives.

• CPA license or eligibility required.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum 3 years of recent experience in public accounting.
• Proven experience preparing and reviewing:
• Individual (Form 1040)
• Partnership (Form 1065)
• S corporation (Form 1120S)
• C corporation (Form 1120)
• Trust and fiduciary (Form 1041)
• Gift (Form 709) and estate (Form 706) returns
• Proficiency with tax software and Microsoft Office;
  Quick Books a plus.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities under deadlines.
• Clear, professional communication skills with a collaborative, client-focused approach.
• Strong analytical thinking and a proactive problem-solving mindset.
• A passion for learning, continuous improvement, and delivering high‑quality work.