Tax Senior Associate

Support and manage client engagements involving individual, corporate, and partnership tax services across multiple industries and entity types.

Prepare, review, and ensure accuracy of tax returns and supporting workpapers, primarily focusing on individual taxation including Forms 1040, 1041, 990, and 5500.

Coach and guide Tax Staff, utilize tax software (CCH Axcess, SurePrep), and identify opportunities to improve tax compliance processes and operational efficiencies.

Bachelor’s or Master’s degree in Commerce, Finance, Accounting, or related field required.

Minimum 3 years of experience in U.S. Taxation required, with at least 2 years preparing tax returns and 1 year reviewing tax returns preferred.

Experience preparing individual tax forms 1040, 1041, 990, and 5500 required.

Familiarity with tax preparation software such as CCH Axcess and SurePrep preferred.

Has experience working within public accounting or professional services environments managing multiple client tax engagements.

Demonstrates ability to lead and mentor junior tax staff while maintaining high-quality technical accuracy in tax return preparations and reviews.

Efficient in leveraging tax technologies to increase compliance efficiency and proactively identifies process improvements.