Coordinate, plan, and supervise multiple engagements which include consulting, compliance, and tax planning services.
Prepare federal, state, multi-state and international income tax returns.
Conduct research and planning according to applicable tax laws and regulations.
Appropriately respond to IRS and state tax notices.
Communicate with clients as directed by Manager.
Work as part of an integrated team.
Assist with the training and mentoring of Interns and Associates.

Bachelor’s degree in Accounting or equivalent field
4+ years of recent tax compliance and/or tax consulting experience in public accounting or with a mix of public/private experience
Experience preparing tax returns for individuals, trust/estates, and or entities
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 (preferred)
Experience using ProSystems FX, CCH Engagement, XCM or similar tax software (preferred)

flexibility to manage your days in support of our commitment to work/life balance
culture that has received multiple top “Places to Work” awards
merit-based employer

Senior Tax Associate – Private Client Services

Key skills