Senior Tax Associate

Job Overview

We're a CPA firm based in Plano, TX, and we're looking for a dynamic, detail-oriented Senior Tax Associate to join our growing team. In this role, you'll prepare and review business and individual tax returns while mentoring junior team members and serving as a trusted advisor to clients.

We have a genuinely supportive culture with great tenure across the team - we care about our people, invest in their growth, and offer meaningful opportunities for advancement.

Responsibilities

• Prepare business and related individual tax returns
• Review tax returns prepared by staff associates to ensure accuracy, completeness, and compliance
• Mentor and support staff-level associates through coaching and technical guidance
• Conduct tax research to address client questions, identify planning opportunities, and confirm compliance
• Communicate with clients to gather information, provide updates, and ensure timely completion of internal and external deadlines

Minimum Qualifications

• Bachelor’s degree in Accounting
• CPA license or CPA candidate with 4-5 years of federal tax preparation experience in a public accounting firm
• Proficiency with CCH ProSystem fx / Axcess Tax, Engagement, and Fixed Assets
• Strong technical tax knowledge with a desire to help clients optimize tax efficiency; proactive, innovative thinker with an interest in building long-term consulting expertise
• Prior experience reviewing tax returns and mentoring or coaching staff level team members required
• Excellent written and verbal communication skills; able to clearly explain complex tax concepts to clients in a supportive and informative manner
• Fast learner who works efficiently, asks questions proactively, and takes initiative
• Strong organizational skills with the ability to manage multiple assignments and follow-up items simultaneously

We are an equal opportunity employer and are committed to maintaining a harassment-free workplace for all applicants and employees, regardless of race, color, religion, national origin, gender, age, disability, sexual orientation, veteran status, or any other protected category.

Pay: $80,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunities for advancement
• Paid time off
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• Tax: 4 years (Required)

License/Certification:

• CPA (Preferred)

Work Location: Hybrid remote in Plano, TX 75024