Senior Tax Associate

Secure Accounting is a growing accounting and business advisory firm dedicated to delivering reliable, strategic, and comprehensive financial solutions to individuals, entrepreneurs, and businesses.

Our services include tax preparation and planning, bookkeeping, payroll, corporate accounting, financial reporting, and business advisory services.

As we continue to expand, we are seeking ambitious professionals who combine technical expertise with an entrepreneurial mindset and a commitment to building lasting client relationships.

Our objective is to develop a high-performing accounting practice recognized for technical excellence, exceptional service, and sustainable growth.

About the Role

Secure Accounting is seeking an experienced, motivated, and business-minded Senior Tax Associate to join our expanding practice.

This position is designed for a tax professional who can independently manage complex tax engagements, provide strategic guidance to clients, and actively contribute to the growth of the firm's client portfolio.

The successful candidate will be responsible for delivering high-quality tax services while identifying new business opportunities, cultivating professional relationships, and helping expand Secure Accounting's presence in the market.

We are particularly interested in professionals who have established industry relationships, demonstrated business development capabilities, and the ambition to grow into a leadership position.

This is both a technical tax position and a client development opportunity. Candidates must be comfortable taking an active role in attracting and securing new clients for the firm.

Key ResponsibilitiesTax Preparation & Compliance

• Prepare and review federal and state tax returns for individuals, corporations, partnerships, and other business entities.
• Manage complex tax engagements involving Forms 1040, 1120, 1120-S, and 1065.
• Ensure tax filings are accurate, compliant, and completed within established deadlines.
• Research federal and state tax regulations and apply relevant changes to client engagements.
• Assist clients with IRS correspondence, tax notices, and compliance matters within the scope of professional qualifications and authorization.
• Maintain organized documentation, accurate records, and consistent quality-control standards.

Tax Planning & Advisory

• Develop proactive tax planning strategies that support clients' financial and business objectives.
• Identify legitimate tax-saving opportunities while ensuring compliance with applicable regulations.
• Provide guidance to business owners regarding tax implications of financial and operational decisions.
• Review financial statements and accounting records to identify potential tax risks and opportunities.
• Collaborate with bookkeeping, payroll, and corporate accounting professionals to deliver integrated financial solutions.

Business Development & Client Acquisition

• Actively identify, pursue, and secure new individual and business tax clients to support the continued growth of Secure Accounting.
• Leverage existing professional relationships, referral networks, and industry connections to generate new business opportunities.
• Develop and maintain a pipeline of prospective clients through relationship building, networking, and professional outreach.
• Establish relationships with entrepreneurs, business owners, attorneys, financial professionals, and other potential referral partners.
• Convert qualified prospects into long-term client engagements through consultative discussions and professional service recommendations.
• Identify opportunities to expand client relationships through additional bookkeeping, payroll, corporate accounting, and advisory services.
• Collaborate with firm leadership to establish measurable business development goals, including new client acquisition, portfolio growth, and revenue generation.
• Contribute to the firm's market presence and long-term business development strategy.

Client acquisition and portfolio expansion are essential performance expectations of this position.

All business development activities must respect applicable confidentiality obligations, professional standards, and lawful contractual restrictions.

Client Relationship Management

• Serve as a trusted point of contact for assigned tax clients.
• Build and maintain strong, long-term professional relationships.
• Communicate complex tax matters clearly and provide practical recommendations.
• Proactively identify client needs and recommend appropriate accounting and advisory solutions.
• Maintain high standards of responsiveness, professionalism, and client satisfaction.
• Support client retention and identify opportunities for responsible account growth.

Leadership & Practice Development

• Review tax returns and supporting workpapers prepared by junior associates.
• Provide technical guidance, mentorship, and constructive feedback to developing professionals.
• Assist in establishing standardized tax preparation procedures and quality-control practices.
• Improve workflow efficiency, engagement management, and client onboarding processes.
• Collaborate with leadership to strengthen operational performance and service delivery.
• Contribute to the long-term development and scalability of the firm's tax department.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a closely related field.
• Minimum of three years of professional tax preparation experience, preferably within a public accounting firm.
• Strong knowledge of federal taxation and applicable state tax requirements.
• Experience preparing individual and business income tax returns.
• Proficiency with professional tax preparation software and Microsoft Excel.
• Strong analytical, organizational, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Ability to independently manage multiple client engagements and meet deadlines.
• Demonstrated ability to establish professional relationships and generate new business opportunities.
• Willingness and ability to actively develop and expand a portfolio of tax and accounting clients.
• Strong professional judgment, confidentiality, and commitment to ethical standards.
• Valid IRS Preparer Tax Identification Number (PTIN), or eligibility to obtain one before preparing tax returns for compensation.

Preferred Qualifications

• Certified Public Accountant (CPA) or Enrolled Agent (EA) designation.
• Experience with QuickBooks Online and professional tax preparation platforms.
• Experience reviewing tax returns and supervising junior tax professionals.
• Knowledge of small-business accounting, payroll taxation, and financial reporting.
• Experience providing tax planning services to business owners and entrepreneurs.
• Established professional relationships or referral networks capable of supporting new client acquisition.
• Proven success in generating new tax or accounting engagements.
• Bilingual proficiency in English and Spanish or Haitian Creole.

Compensation & Professional Growth

Secure Accounting recognizes the value of professionals who contribute to both exceptional client service and the firm's continued expansion.

Compensation will be competitive and based on professional experience, technical qualifications, and demonstrated capabilities.

The position may include:

• Competitive base salary.
• Performance-based incentives tied to agreed-upon business development and client portfolio growth objectives.
• Opportunities for increased responsibility and leadership advancement.
• Professional development and continuing education opportunities.
• Exposure to a diverse portfolio of individual and business clients.
• The opportunity to contribute directly to the growth and development of an expanding accounting firm.

Specific compensation, incentives, and benefits will be discussed during the hiring process and documented in the applicable employment agreement.

Performance Expectations

The successful candidate will be evaluated on a combination of technical performance, client service, operational effectiveness, and business development contributions.

Key performance indicators may include:

• Accuracy, quality, and timely completion of tax engagements.
• Client satisfaction and retention.
• Successful development of new client relationships.
• Revenue generated through newly acquired client engagements.
• Growth and management of an assigned client portfolio.
• Collaboration, leadership, and contribution to firm-wide objectives.

Individual performance objectives will be established collaboratively with firm leadership.

Our Ideal Candidate

We are seeking more than an experienced tax preparer.

Our ideal candidate is a confident, relationship-driven accounting professional who understands that a successful tax practice is built on technical expertise, client trust, and continuous business development.

You should be comfortable managing sophisticated tax matters, advising business owners, developing professional relationships, and taking ownership of opportunities to expand the firm's client base.

We value individuals who demonstrate initiative, accountability, entrepreneurial thinking, and a long-term commitment to professional excellence.

If you are an experienced tax professional who wants to contribute to building and growing a respected accounting firm, Secure Accounting welcomes your application.

How to Apply

Interested candidates should submit an updated resume highlighting their tax preparation experience, professional credentials, and relevant business development accomplishments.

Candidates are encouraged to provide a brief overview of their experience developing client relationships, generating referrals, or contributing to the growth of a tax or accounting practice.

Secure Accounting is an Equal Opportunity Employer. We are committed to maintaining a professional, inclusive, and performance-driven workplace.

Work Location: In person