Senior Tax Associate

Join the Team at Leone & Associates

At Leone & Associates, we believe exceptional client service begins with exceptional people. As a growing public accounting firm, we're committed to building lasting client relationships through technical expertise, responsiveness, and trusted advice.

We're seeking an experienced Senior Tax Associate to join our growing team. This role is ideal for an accomplished public accountant who enjoys preparing complex tax returns, working directly with clients, and continuing to develop their technical expertise. You'll work closely with firm leadership while helping deliver high quality tax, accounting, and advisory services to individuals, businesses, trusts, estates, and nonprofit organizations.

Responsibilities

• Prepare individual, partnership, S corporation, C corporation, fiduciary, and nonprofit tax returns
• Prepare tax workpapers and supporting documentation.
• Provide bookkeeping services for business clients, including account reconciliations, general ledger maintenance, month end close activities, and preparation of financial statements.
• Review financial statements, trial balances, and bookkeeping records for completeness and accuracy.
• Prepare adjusting journal entries and assist with financial statement preparation when needed.
• Manage assigned tax engagements from initial client communication through final delivery with support from firm leadership as needed.
• Research federal, state, and local tax issues and assist with developing practical solutions.
• Communicate directly with clients to request information, answer questions, and provide exceptional service throughout the engagement.
• Assist with year round tax planning projects for individuals and businesses.
• Respond to IRS and state tax notices and assist with tax resolution matters.
• Collaborate with firm leadership and team members to improve workflows and enhance the overall client experience.
• Maintain the highest level of professionalism, confidentiality, and technical accuracy.

Requirements

• 4 years of recent public accounting experience
• The ability to maintain strict confidentiality while handling sensitive information.
• Experience preparing individual and business tax returns, including the following: Forms 1040, 1065, 1120, and 1120S.
• Strong understanding of federal and multi state tax compliance.
• Excellent analytical, organizational, and problem solving skills with strong attention to detail.
• Outstanding written, verbal, and interpersonal communication skills.
• Professional, client focused demeanor to build and maintain strong client relationships.
• Ability to manage multiple engagements and meet deadlines in a fast paced environment.
• Proficiency with Microsoft Excel and Microsoft Office.
• Experience with ProSeries Professional and QuickBooks Online.

Preferred Qualifications

• Experience with Forms 1041 and 990
• CPA license or active progress toward CPA licensure
• Experience with Canopy tax portal
• Local to the South Jersey/Philadelphia area

Perks & Benefits

• Salary range $70K-$85K annually
• Business and Individual Performance Based Bonus Structure
• Medical, Dental and 401K
• Generous Paid Time Off (PTO)
• Paid Holidays and Summer Fridays
• Remote/WFH availability
• Professional Development & Career Growth including firm paid CPA Exam Fees, Study Materials, and Continuing Education

Why Join Leone & Associates?

At Leone & Associates, every team member has the opportunity to make a meaningful impact. We foster a collaborative environment where ideas are welcomed, professional development is encouraged, and great work is recognized. As our firm continues to grow, you'll have opportunities to expand your technical expertise, strengthen client relationships, and take on increasing responsibility within the firm.

We believe in empowering our team to build meaningful careers while delivering exceptional service to our clients. If you're looking to join a firm where your work is valued, your professional growth is supported, and your contributions make a real impact, we'd love to hear from you.

Apply today and become part of the Leone & Associates team!