Senior Tax Associate

About Us: We are a 15-person, family-run CPA firm that has served clients for over 100 years. Our team is committed to high-quality service, long-term client relationships, and a balanced work life. Above all, we prioritize a healthy workplace culture where everyone feels respected and valued. We’re looking for someone who is easygoing, low-maintenance, and adds to our collaborative team dynamic.

Job Summary: We are seeking a Tax Senior, ideally with around 5 years of experience, to join our team. In this role, you’ll prepare more complex returns, work directly with a portfolio of clients, and partner with firm leadership on tax planning. As you get to know our clients and processes, the role grows to include reviewing associate work and helping develop our team. We offer strong benefits, a reasonable tax season schedule, and a supportive, collaborative environment.

Responsibilities:

• Prepare federal and state tax returns for:
• Individuals
• Partnerships
• S-Corporations
• C-Corporations
• Trusts
• Handle more complex engagements, including multi-state filings and higher-net-worth individuals
• Use Lacerte to complete tax work efficiently and accurately
• Maintain organized, detailed workpapers and documentation
• Communicate directly with clients on tax questions, planning, documentation, and deadlines
• Identify tax planning opportunities and work with partners on client strategy
• Research and resolve IRS and state tax notices
• Over time, take on review of associate-prepared returns and help train and mentor staff
• Stay current on tax law changes and firm procedures

Qualifications:

• Ideally 5 years of recent tax experience at a public accounting firm
• CPA license not required
• Strong technical knowledge across individual and business returns
• Excellent attention to detail and organizational skills
• Clear, effective written and verbal communication
• Able to work independently and manage a client workload, while also working well as part of a small team
• Interest in growing into a review and mentoring role
• A positive attitude that supports a respectful, healthy team culture

Compensation & Benefits:

• Salary: $75,000, depending on experience
• 3% 401(k) employer contribution (regardless of employee contribution, once qualified)
• Fully paid health insurance
• Life insurance
• 3 weeks + 1 day paid vacation (prorated in the first year)
• 9 paid holidays
• 80 hours of comp time earned during tax season
• Only ~3 Saturdays during busy season, and no Sundays
• Flexible schedule