Senior Tax Associate

Medical, Dental, Vision

This Jobot Job is hosted by: Brittany Packard
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $75,000 - $90,000 per year

A bit about us:

Our client is a multidisciplenary firm in Oklahoma City that combines legal, tax, and accounting services within one practice. Our client focuses on areas where financial and legal matters overal, especially for business owners, individuals, and famil related legal matters.

Why join us?

• medical
• dental
• vision
• 401k
• PTO
• Holidays

Job Details

An established professional services firm in Midtown Oklahoma City is seeking a full-time Senior Tax Associate to join our growing team. This role offers the opportunity to work in a collaborative environment supporting individuals, businesses, and professional clients with tax preparation, financial analysis, and advisory-related projects.

The ideal candidate will have experience in both individual and business tax preparation, strong analytical abilities, and the professionalism to work with confidential financial information and complex client matters.

Responsibilities
Prepare and review federal and state tax returns for individuals, partnerships, S corporations, corporations, and trusts
Analyze financial records and supporting documentation for accuracy and completeness
Assist in the preparation of financial schedules, worksheets, and exhibits for valuation, advisory, and financial dispute matters
Perform bookkeeping and account reconciliations for business and individual clients
Communicate directly with clients regarding tax filings, financial documentation, and information requests
Correspond with the IRS and state taxing authorities regarding notices, filings, and compliance matters
Conduct account analysis to identify tax planning opportunities, deductions, and credits
Support financial reporting and organizational projects for closely held businesses and high-net-worth clients
Maintain current knowledge of tax laws, compliance regulations, and accounting standards
Manage multiple client engagements while meeting deadlines and maintaining a high level of accuracy
Qualifications
3+ years of experience in individual and business tax preparation
Bachelor's degree in Accounting, Finance, or related field preferred
CPA, EA, or CPA-track candidate strongly preferred but not required
Strong understanding of corporate and individual taxation principles
Experience with bookkeeping and financial statement review
Proficiency in Microsoft Excel, Word, QuickBooks, Lacerte, and/or UltraTax CS preferred
Excellent analytical, organizational, and problem-solving skills
Ability to communicate financial concepts clearly and professionally
High level of discretion and attention to detail
What We Offer
Competitive compensation with annual performance and salary reviews
Flexible compensation structure based on experience and contributions
Collaborative and team-oriented environment
Exposure to a diverse range of tax, financial, and advisory projects
Ongoing training and professional development opportunities
Long-term career growth within an established firm
Industry

Professional Services / Legal & Financial Advisory

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