Senior Tax Associate

Company Description Ruman & Associates, Ltd. is a tax and accounting firm dedicated to providing clients with focused attention and thorough financial analysis to support long-term growth. The firm serves both businesses and individuals, offering tailored tax and accounting services that align with each client’s goals. Team members are encouraged to apply innovative thinking to meet diverse client needs while maintaining a high standard of professional integrity. Open and proactive communication is central to the firm’s approach, helping clients prepare for financial challenges and pursue new opportunities. Ruman & Associates, Ltd. fosters a collaborative environment where professionals can build meaningful client relationships and advance their expertise.

Key Responsibilities

• Prepare and review federal and multi-state tax returns for individuals, partnerships, S corporations, C corporations, and other entities.
• Manage assigned tax engagements from planning through completion.
• Identify tax planning opportunities and proactively communicate recommendations to clients.
• Work directly with business owners and high-net-worth individuals on tax and business matters.
• Perform tax research and analyze complex federal and state tax issues.
• Review work prepared by staff accountants and provide constructive feedback.
• Mentor and support the professional development of junior team members.
• Assist clients with estimated tax planning, entity structure, compensation strategies, and other tax planning matters.
• Coordinate with the accounting team to ensure accurate financial information is available for tax preparation and planning.
• Communicate with clients regarding tax notices, compliance matters, and planning opportunities.
• Manage multiple client engagements and deadlines during tax season and throughout the year.
• Stay current on changes in federal and state tax laws.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA, EA, or actively pursuing professional certification.
• 3–5+ years of public accounting tax experience.
• Strong knowledge of individual and business taxation.
• Experience preparing and reviewing Forms 1040, 1065, 1120S, and 1120.
• Experience with federal and multi-state taxation.
• Experience working directly with business owners and high-net-worth individuals.
• Strong understanding of tax planning strategies.
• Excellent written and verbal communication skills.
• Strong analytical, research, and problem-solving abilities.
• Ability to independently manage multiple engagements and deadlines.
• Strong attention to detail and commitment to quality.
• Experience with QuickBooks Online.
• Experience with UltraTax CS or similar professional tax software preferred.
• Interest in tax advisory, business consulting, technology, and continuous professional development.