Financial Services

Our client is seeking an experienced Senior Tax Associate to join a growing CPA firm dedicated to delivering exceptional tax planning, compliance, and advisory services to individuals and businesses. This is an excellent opportunity for a seasoned tax professional who enjoys building trusted client relationships, providing strategic tax guidance, and making a meaningful impact in a collaborative, entrepreneurial environment.

Core Responsibilities

• Prepare individual, S corporation, partnership, and corporate tax returns.
• Prepare tax projections and estimated tax calculations.
• Respond to IRS and state tax notices.
• Prepare amended tax returns and other compliance filings.
• Perform tax research and summarize findings.
• Communicate directly with clients regarding technical tax matters.
• Identify tax planning opportunities for discussion with the firm's owner.
• Help improve internal processes as the firm grows.
  
  

Qualifications / Skills

• 3+ years of public accounting tax experience.
• Experience preparing Forms 1040, 1120-S, 1065, and 1120.
• Strong understanding of federal tax concepts.
• Comfortable working independently and managing deadlines.
• Excellent written communication skills.
• Detail-oriented with strong organizational skills.
• Experience with tax software and client portals.
• CPA or EA preferred, but not required.
  
  

Company Benefits / Perks

• We value good judgment over billable hours.
• Fully remote position.
• Flexible work schedule.
• No business development or sales expectations.
• Direct access to the firm owner with significant autonomy.
• Opportunity to help build a modern tax advisory firm from the ground up.
• Emphasis on proactive tax planning over high-volume tax preparation.
• Flexible hours with a focus on results rather than face time.