Senior Tax Associate

About UsWe are a rapidly expanding, non-traditional tax and accounting firm dedicated to helping clients reduce their tax burden and build wealth. Our approach involves proactive planning and strategic execution to deliver more than just tax compliance; we assist clients in achieving their financial goals.We are constructing a high-performing team where ambitious professionals can thrive. If you seek a career beyond the mundane and are ready to take on leadership roles, this is the ideal opportunity for you.Position OverviewWe are seeking a Senior Tax Associate with the skills and drive to grow into a Tax Manager role. You’ll work closely with clients, handle complex engagements from start to finish, and begin taking on review responsibilities. Over time, you’ll supervise a small junior staff and step into full management.This is a client-facing role that offers direct mentorship, exposure to advanced tax planning, and a clear path to leadership within a growing firm.Key ResponsibilitiesPrepare and review individual and business tax returnsSupport client onboarding and setup (including QuickBooks and workflow systems)Maintain monthly financial records for business clientsPerform / review bank reconciliations, month-end close, and payroll supportPrepare / review financial statementsCommunicate directly with clients and tax authoritiesAssist in implementing tax-saving strategies for clientsCollaborate with team members to refine processes and improve efficiencyDevelop into a supervisory role over junior staffRequirements5+ years of tax preparation experience (individuals and small business)3+ years of accounting/bookkeeping experience (cash & accrual basis)Active CPA or EA license (required)Proficiency in QuickBooks Online preferred (new client setup, chart of accounts, rules, etc.)Proficiency in ProSeries preferredKnowledge in international tax a plusStrong working knowledge of U.S. tax code for individuals and small businessesExcellent organizational skills, attention to detail, and ability to manage multiple prioritiesStrong communication skills and a client-first mindsetEntrepreneurial spirit with interest in leadership and process improvementWhy Join Us?Competitive pay ($95K–$115K) with growth opportunities as the firm expandsClear career path to Tax Manager — with increasing responsibility and compensationHands-on exposure to advanced tax planning strategies beyond traditional complianceCollaborative, high-performance culture (we run like a professional sports team)A ground-floor opportunity to grow with a firm that’s scaling quicklyEligible for health insuranceEligible for 401(k)Paid HolidaysPaid VacationPaid Sick TimeIf you’re ready to elevate your career, step into leadership, and help redefine what tax advisory looks like, we want to hear from you.