Senior Tax Associate

Position Summary

The Tax Senior Advisor is responsible for managing complex tax engagements, reviewing work prepared by junior staff, providing high-level technical expertise, and serving as a key client contact. This role requires strong analytical ability, advanced knowledge of federal and state taxation, and the ability to lead multiple engagements simultaneously in a fast-paced public accounting environment.

Key Responsibilities

1. Engagement Management

• Plan, coordinate, and execute complex tax engagements for individuals, corporations, partnerships, and trusts.
• Review tax returns prepared by staff for accuracy, completeness, and compliance with applicable tax laws.
• Monitor project timelines and budgets to ensure efficient engagement delivery.

2. Technical Expertise

• Research complex tax issues and prepare well-documented technical memos.
• Stay current on changes in federal, state, and local tax law.
• Identify tax planning opportunities and communicate recommendations to managers and partners.

3. Client Service

• Serve as a primary point of contact for assigned clients; respond to questions, provide status updates, and resolve issues promptly.
• Develop strong client relationships by delivering high-quality service and proactive communication.
• Participate in client meetings and assist in presenting planning strategies and compliance findings.

4. Staff Leadership & Development

• Supervise, coach, and mentor staff accountants and tax associates.
• Provide feedback on performance and assist in staff development and training.
• Delegate work effectively and ensure staff are properly supported.

5. Compliance & Quality Control

• Ensure all work complies with firm policies, professional standards, and regulatory requirements.
• Assist with internal quality control procedures and participate in peer reviews when applicable.
• Maintain organized workpapers and documentation in accordance with firm protocols.

Qualifications

Education & Experience

• Bachelor’s degree in Accounting, Finance, or related field required.
• Master’s in Taxation (MST) or Accounting preferred.
• CPA license required or actively pursuing.
• 3–5+ years of progressive tax experience in a public accounting firm.

Technical Skills

• Advanced knowledge of federal, state, and local tax codes.
• Experience with tax research tools (CCH, RIA Checkpoint, BNA, etc.).
• Proficiency with tax preparation and workflow software (e.g., UltraTax, ProSystem fx, GoSystems, Axcess).
• Strong Excel and workpaper documentation skills.

Professional Skills

• Excellent written and verbal communication abilities.
• Strong problem-solving and critical-thinking skills.
• Ability to manage multiple priorities and meet deadlines.
• Demonstrated leadership and team-development abilities.