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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.
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