Senior Tax Associate

An established and well-respected accounting firm, recognized for its client-centric approach and excellence in tax advisory, is seeking a dynamic Client-Facing Tax Senior to join their team. For the right candidate, there’s also an opportunity to step into a Tax Manager role. The firm has been in growth mode, focusing heavily on cultivating a strong, supportive culture. With several leadership positions opening due to retirements, there’s ample room for advancement and the chance to step into a leadership role in the near future.

If you excel at building client relationships, enjoy hands-on tax preparation and compliance, and are eager to grow in a collaborative environment, this opportunity is tailored for you!

*This position offers remote flexibility after the first 90 days.

Great Benefits, Hybrid Remote set up (flex depending on what's needed, usually 1-3 days), Growth Opportunity, Great Culture, PTO, 401K, and much more!

Responsibilities:

• Manage federal and state compliance reporting processes for clients.
• Prepare accurate and timely tax returns for individuals and entities.
• Reconcile general ledger accounts and oversee client bookkeeping tasks.
• Handle payroll and account reconciliations with attention to detail.
• Maintain confidentiality and adhere to strict file management protocols.
• Regularly utilize Microsoft Office tools, including Excel, Word, and Outlook.
• Work with QuickBooks and CCH Software to streamline tax and bookkeeping tasks.
• Maintain a full schedule of client engagements and project deliverables.
• Input data, schedule required tasks, and verify accuracy to ensure compliance.

Requirements:

• BS in Accounting or Finance
• 3+ YOE in public accounting, professional services, or a related advisory firm
• Experience and interest in client management skills
• Experience with a public accounting firm a plus
• MBA and/or CPA is highly preferred
• Regularly use QuickBooks with proficiency
• Hands-on experience with QuickBooks and CCH Software.
• Exceptional attention to detail and strong organizational skills.
• Effective communication skills and ability to engage directly with clients.
• Strong understanding of federal and state tax regulations.
• Ability to manage multiple deadlines and maintain a client-focused mindset
• Proficiency with or the ability to learn tax accounting and preparation software.
• Knowledge of GAAP