Sr. tax associate

To apply for this position, please email your cover letter and resume to

About you

As part of the Tax Preparation team, this opportunity is ideal for a CPA professional who possesses the ability to balance both review of current policies and procedures, and prepare a less-senior staff for career development. You will be a key contributor to our domestic tax preparation, compliance, and tax planning operations. In addition, you must demonstrate our core values of selflessness, effectiveness, commitment, and professionalism in your cover letter, resume, interview, and your past work and educational experience. We are seeking someone who will develop and expand with our dynamic tax team for years to come. 

about the position

  • Coordinate, prepare, and review complex state and federal tax returns, quarterly estimated payments, and annual report filings for individuals and business entities
  • Perform complex tax research projects and compose comprehensive memoranda
  • Apply functional knowledge to understand potential tax issues and participate in tax planning initiatives
  • Deliver high quality tax service and advice when contacting and advising clients
  • Work indepentaly as well as part of a multi-disciplinary team on both non-recurring and ongoing projects
  • Act as Project Manager for special projects at the request of the management team
  • Mentor and train Tax Associates
  • Participate in networking and business development activities on behalf of the firm
  • Perform other duties as assigned or required


  • Bachelor’s degree in accounting
  • Minimum of 4 years public accounting experience
  • EA certification or CPA candidate required
  • CPA certification highly preferred
  • Highly proficient in Microsoft Office Suite, particularly Excel
  • Strong interpersonal skills
  • Ability to work independently and within a team environment
  • Strong research, oral and written communication skills, and ability to articulate complex information
  • Ability to handle multiple engagements simutaneously, manage client service teams, and train team members
  • Must be able to work with confidential information and consistently exercise good judgment in dealing with a variety of situations and issues
  • Proficient in tax preparation and workflow software including Prosystem FX and Engagement
  • Proficient in tax research software, including BNA and RIA Checkpoint
  • Proficient in Quickbooks