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Senior Tax Associate

Type: Full-Time | Hybrid (2–3 days in-office)Industry: Professional Services / CPA & Tax Advocacy

About the Firm

We’re not your typical CPA firm. As a boutique tax advocacy group, we partner closely with clients to offer high-touch, strategic tax guidance—advocating for their best interests across planning, compliance, and resolution. With a collaborative team and a commitment to professional growth, we provide a platform where your voice matters and your work drives real impact.

The Opportunity

We’re seeking a Senior Tax Associate who’s ready for more than just busy season compliance. You’ll play a key role in delivering exceptional tax services to a diverse set of clients—including individuals, partnerships, S corps, and small businesses—while also mentoring junior staff and helping shape our team’s future.

Responsibilities

  • Prepare and review complex federal and state tax returns for individuals, partnerships, corporations, and trusts

  • Conduct tax research and provide planning strategies for high-net-worth clients and closely held businesses

  • Support clients through audits, notices, and tax resolution as needed

  • Collaborate with managers and partners on client strategy, workflow planning, and staff development

  • Identify process improvements and contribute to a culture of quality and accountability

Qualifications

  • CPA or CPA eligible

  • 3–6 years of progressive public accounting experience in tax

  • Strong technical skills in tax compliance and planning

  • Experience with CCH Axcess, UltraTax, or similar software a plus

  • Excellent communication and organizational skills

  • Desire to work in a collaborative, mid-sized firm environment

Why Join Us?

  • Tight-knit, values-driven firm where you’ll have a real seat at the table

  • Clear path to growth—including partner consideration for those ready to lead

  • Flexible hybrid schedule (2–3 days in office)

  • Competitive salary, bonus opportunities, and benefits package

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