Tax Senior Associate

Overview

• Join a leading financial services firm specializing in tax solutions for diverse clients.
• Contribute to a collaborative team environment with opportunities for professional growth.
• Engage in a hybrid work model, combining remote flexibility with in-office collaboration.
• Leverage your expertise to deliver high-quality tax preparation and advisory services.
• Work with a firm committed to innovation and excellence in client service.
• Enhance your skills through exposure to diverse tax scenarios and challenges.
• Participate in a supportive culture that values professional development and teamwork.

Key Responsibilities & Duties

• Prepare and review tax returns for S corporations and individual clients with precision.
• Collaborate with team members to provide strategic tax planning and advisory services.
• Stay informed on tax laws and regulations to ensure compliance and client satisfaction.
• Manage client relationships, addressing inquiries and delivering exceptional service.
• Support the team during peak tax seasons with efficient workflow management.
• Mentor junior staff, fostering their professional growth and development.
• Participate in team meetings to discuss strategies and process improvements.
• Ensure confidentiality and security of sensitive client information in all operations.

Job Requirements

• Bachelor’s degree in Accounting, Finance, or a related field is required.
• Minimum of 3 years of experience in tax preparation; 4 years preferred.
• Proficiency in tax software and financial analysis tools is essential.
• Strong knowledge of tax laws and regulations for S corporations and individuals.
• Excellent organizational and time management skills, especially during tax seasons.
• Ability to work effectively in a collaborative, team-oriented environment.
• Exceptional communication skills for client and team interactions.
• Commitment to maintaining confidentiality and professionalism in all tasks.