Zaddy Solutions
Back to List
Position Description: Senior Tax Associate

Location: Nassau/Suffolk Border, Long IslandEmployment Type: Full-TimeWork Environment: In-office, Monday to Friday with extended hours and Saturdays required during tax season and statutory deadline periods.

Overview:Our client, a well-established Certified Public Accounting firm with a history spanning over 80 years, is seeking a dedicated and skilled Senior Tax Associate to join their growing team. The firm specializes in a wide array of services, including accounting, auditing, tax, estate planning, and more. 

Key Responsibilities:

  • Client Engagement Management:

    • Manage multiple client engagements, ensuring timely deliverables and high-quality service.
    • Oversee workflow and maintain strong client relationships.
  • Tax Preparation and Review:

    • Prepare and review complex multi-state corporate, partnership, fiduciary, and individual income tax returns, including 1040s, 1041s, 1120s, and 1065s.
    • Provide expertise in estate, trust, and financial planning for high-net-worth individuals, including estates, gifting, and IRA strategies.
    • Develop year-end tax projections and strategies for quarterly estimates and tax planning.
  • Research and Compliance:

    • Conduct tax research and provide training on relevant topics.
    • Manage the resolution of tax notices and examinations with government agencies.
  • Leadership and Staff Development:

    • Supervise and mentor staff accountants on multiple engagements.
    • Evaluate team performance and provide constructive feedback.
    • Deliver educational content and client-focused communications, including webinars.

Qualifications:

  • Experience: 3–5+ years of public accounting experience with a diversified tax background and the ability to lead multiple engagements.
  • Education & Certification: CPA designation preferred or required.
  • Technical Proficiency: Proficient in CCH Axcess Tax, Engagement, and QuickBooks.
  • Skills:
    • Strong technical taxation knowledge.
    • Exceptional communication, problem-solving, and analytical abilities.
    • Effective organizational and time management skills.
    • Team-oriented mindset with proven leadership and staff development capabilities.

Compensation:Competitive salary in the range of $110,000–$140,000, commensurate with experience.

Apply to this Job
First Name *
Last Name *
Email Address *
Phone Number