Senior Tax Associate – CPA Firm / Tax Manager track (3+ yrs public accounting ex

About the Role

As a key member of the tax team, the Senior Tax Associate will be responsible for preparing and reviewing individual and business tax returns, ensuring accuracy and compliance with all tax laws and regulations. This role also involves conducting research on tax-related matters, staying up-to-date with changes in tax laws, and providing guidance to clients on tax planning and strategy.

The team context for this role is dynamic and fast-paced, with a focus on delivering exceptional client service and building strong relationships with business owners and entrepreneurs. The Senior Tax Associate will work closely with partners and managers to ensure seamless delivery of tax services and contribute to the growth and development of the firm's tax practice.

What You Will Do

• Prepare individual and business tax returns, including complex returns and those requiring specialized knowledge
• Review simple tax returns and support the preparation of tax workpapers
• Manage assigned tax tasks, timelines, and open items to ensure timely completion of projects
• Communicate with clients on tax questions, deadlines, and deliverables, providing clear and concise explanations of technical tax concepts
• Conduct research on tax issues and summarize findings in a clear and actionable manner
• Support tax planning for entrepreneurs and business owners, including identifying opportunities for tax savings and compliance
• Track client deliverables and follow up on missing items to ensure timely completion of projects
• Coordinate with partners and managers on client work, ensuring seamless delivery of tax services
• Manage competing priorities during peak tax seasons, working effectively under pressure to meet deadlines

What We Are Looking For

• Bachelor's degree in Accounting or related field
• 3+ years of public accounting tax experience within a small to mid-sized CPA firm
• EA or active CPA certification, with a strong understanding of tax laws and regulations
• Experience with individual and business tax returns, including complex returns and those requiring specialized knowledge
• Strong Excel skills, with the ability to manage and analyze large datasets
• Client-facing tax communication experience, with excellent written and verbal communication skills
• Experience with enterprise tax software and practice management tools
• Ability to work 60-70 hours during peak tax seasons, with a focus on delivering high-quality results under pressure

Nice to Have

• Experience with cross-border tax matters, including international tax laws and regulations
• Knowledge of M&A and QSBS, with experience in tax planning and strategy for business owners and entrepreneurs
• Familiarity with equity compensation and tax planning for high-net-worth individuals
• Certification in a related field, such as a Masters in Taxation or a related certification

Benefits and Perks

• Competitive salary and bonus structure, with opportunities for professional growth and development
• Comprehensive benefits package, including medical, dental, vision, and life insurance
• 401k plan with employer match, with opportunities for long-term financial planning and growth
• Unlimited PTO and holidays, with a focus on work-life balance and employee well-being
• Remote work setup, with the flexibility to work from anywhere and manage a flexible schedule
• Opportunities for professional development and growth, including training and education programs
• Collaborative and dynamic work environment, with a focus on delivering exceptional client service and building strong relationships with colleagues and clients

• Develop a strong foundation in tax laws and regulations, with a focus on staying up-to-date with changes and updates in the field.
• Showcase your problem-solving skills and ability to work under pressure during tax season, with a focus on delivering high-quality results and meeting deadlines.
• Highlight your excellent communication skills, with a focus on clearly and concisely explaining technical tax concepts to clients and colleagues.
• Be prepared to discuss your experience with tax software and practice management tools, with a focus on showcasing your technical skills and ability to manage and analyze large datasets.
• Consider obtaining certifications such as EA or CPA, with a focus on demonstrating your expertise and commitment to the field.
• Prepare to discuss your experience with client-facing tax communication, with a focus on showcasing your ability to work effectively with clients and deliver exceptional service.
• Be aware of the firm's expectations and requirements, including the need to work 60-70 hours during peak tax seasons, and be prepared to discuss your ability to manage competing priorities and work effectively under pressure.