Senior Tax Associate

The OpportunityWe are seeking a dynamic tax associate to join our team, someone who is proficient in managing tax operations. This critical role involves overseeing the planning, scheduling, preparation, research, and review of federal, state, and local tax returns for both individuals and businesses.  The ExpectationsHelp prepare, review, and complete individual, trust, partnership, and corporate tax returnsAssist with tax planning and preparationAttend client meetings in a support roleParticipate in cash flow planning/estate planning/cash management/balance sheet planningSupport the client services and administrative teams as needed/requestedBased on business need, this role is to be performed on-site. This is not a remote or hybrid work from home role but will evolve into oneThe QualificationsMust be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team membersDesire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilitiesProficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systemsBachelor’s degree in Accounting, Finance, or Tax requiredMaster’s degree in Tax preferredCPA license in progress or interest in pursuing CPA certification strongly preferredThe BenefitsCompetitive salary and annual performance-based bonusHybrid work arrangementsFlexible PTO and 10 paid holidays per yearMedical, dental, and vision health plans with generous employer contributionSupplemented health savings account (HSA)Short- and Long-term disability coverage paid for by employer401(k) retirement benefits with employer contributionsOpportunity for advancement based on performance, personal growth, and cultural fitWork with a team-oriented culture that supports continuing education and career growthStrong support for volunteer, community and/or industry involvement