Senior Tax Associate

Job Summary

We are seeking an energetic and detail-oriented Senior Tax Associate to join our dynamic finance team. In this pivotal role, you will lead complex tax compliance and reporting initiatives, ensuring adherence to federal, state, and local tax laws. Your expertise will support strategic tax planning, assist with audits, and contribute to the development of innovative tax solutions. This position offers an exciting opportunity to apply your comprehensive tax experience and financial acumen in a fast-paced environment committed to excellence and continuous growth.

Duties

• Prepare and review detailed federal, state, and local tax returns for individuals, corporations, and partnerships, ensuring accuracy and compliance with current tax laws.
• Conduct thorough research on estate planning strategies, securities law implications, and regulatory compliance accounting to inform client advice and internal processes.
• Assist with tax audits by providing documentation, explanations, and support during examinations conducted by taxing authorities.
• Collaborate with cross-functional teams on mergers & acquisitions, corporate restructuring, and financial report writing to ensure seamless integration of tax considerations.
• Analyze financial statements, balance sheets, general ledger accounts, and reconciliation reports to identify discrepancies and optimize tax reporting processes.
• Develop and implement effective tax planning strategies that align with clients’ financial goals while adhering to GAAP (Generally Accepted Accounting Principles) standards.
• Maintain up-to-date knowledge of tax law changes such as LIHTC (Low-Income Housing Tax Credit), SOX (Sarbanes-Oxley Act), and other regulatory requirements affecting clients’ compliance obligations.
• Support the use of accounting software like Quicken or specialized financial software for accurate data entry, reporting, and analysis.
• Communicate complex tax concepts clearly to clients through written reports or verbal explanations, fostering strong professional relationships.
• Participate in training sessions on technical accounting topics such as double entry bookkeeping, financial concepts, and regulatory updates to continuously enhance expertise.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; CPA certification preferred but not required.
• Extensive experience in public accounting or corporate tax environments with a focus on individual tax, corporate tax expertise, or estate planning.
• Strong understanding of tax law, GAAP standards, regulatory compliance accounting practices, and technical accounting principles.
• Proficiency in accounting software such as Quicken or other financial reporting tools; familiarity with financial statement preparation is a plus.
• Demonstrated analysis skills including account reconciliation, balance sheet reconciliation, and general ledger accounting.
• Excellent client communication skills with the ability to explain complex financial concepts clearly and professionally.
• Knowledge of securities law implications related to investment activities and mergers & acquisitions is advantageous.
• Ability to manage multiple projects efficiently while maintaining attention to detail in a fast-paced environment.

Join us if you’re passionate about leveraging your tax expertise to deliver innovative solutions that drive success! We’re committed to supporting your professional growth through ongoing training opportunities in areas like auditing, financial planning, and regulatory compliance accounting—empowering you to excel as a Senior Tax Associate in our vibrant organization.

Pay: $80,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• Flexible schedule
• Health insurance

Work Location: In person