Senior Tax Associate

Senior Tax Associate | Hybrid | HNW & Complex Entity Exposure

This Jobot Job is hosted by: Jeremy Pike
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $97,000 - $140,000 per year

A bit about us:

We are a growing, relationship-driven public accounting and advisory firm serving high-net-worth individuals, closely held businesses, partnerships, and multi-entity organizations across a wide range of industries. Our team offers the resources, client complexity, and career growth opportunities of a larger firm while maintaining the collaborative culture and mentorship environment of a mid-sized practice.

With continued growth and long-term expansion plans, we are looking for tax professionals who want broad technical exposure, meaningful client interaction, and a clear path for advancement.

Why join us?

• Hybrid schedule: 3 days in-office / 2 days remote
• Exposure to sophisticated HNW individuals and complex multi-entity structures
• Strong mentorship and career development opportunities
• Collaborative environment with direct access to firm leadership
• Generalist practice offering broad return exposure instead of narrow specialization
• Opportunity to work on tax planning, projections, and advisory projects
• Growing firm with strong long-term stability and advancement potential
• Competitive compensation, annual bonus potential, and comprehensive benefits package

Job Details

We are seeking a Senior Tax Associate to join our growing tax practice. This role is ideal for someone coming from public accounting who enjoys hands-on tax preparation, client interaction, and working across multiple entity types in a collaborative environment.

The ideal candidate will have experience preparing complex returns for partnerships, corporations, S-corporations, and high-net-worth individuals while managing multiple engagements and deadlines during busy seasons.

Responsibilities

• Prepare and review federal, state, and local tax returns including:

1040 (high-net-worth individuals)
1065 partnerships
1120S S-corporations
1120 C-corporations

• Work with multi-entity and K-1 heavy client structures
• Assist with tax planning, projections, and advisory engagements
• Communicate directly with clients to gather information and resolve tax matters
• Research moderately complex tax issues and document findings
• Collaborate with managers and partners on complex engagements
• Review work prepared by junior staff and provide mentorship
• Manage multiple deadlines in a fast-paced public accounting environment

Qualifications

• 3+ years of public accounting tax experience
• Strong exposure across multiple return types (1040, 1065, 1120S, 1120)
• Experience with high-net-worth individuals and pass-through entities preferred
• Foundational to strong experience with CCH Axcess Tax required
• Experience with multi-state returns and Trust & Estate (1041) returns is a plus
• CPA or CPA track strongly preferred
• Strong communication and organizational skills

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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