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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.
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.
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
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
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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