Senior Tax Associate – Private Client Services

Role Overview

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations
• Build impactful relationships with new and existing clients and maintain relationships with firm leadership
• Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements
• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services
• Mentor and coach junior team members

Requirements

• Bachelor’s Degree in Accounting or equivalent field is required
• 2 + years of tax compliance and/or tax consulting experience
• Master’s Degree in Taxation or relevant field preferred
• CPA (Certified Public Accountant), or parts passed towards completion, OR IRS (Internal Revenue Service) Enrolled Agent Certification
• Experience using GoSystems or CCH Axcess tax software

Benefits

• flexibility to manage your days in support of our commitment to work/life balance
• professional development activities to enhance technical knowledge
• Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts