Senior Tax Associate

About Us

We 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 Overview

We 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 Responsibilities

• Prepare and review individual and business tax returns
• Support client onboarding and setup (including QuickBooks and workflow systems)
• Maintain monthly financial records for business clients
• Perform / review bank reconciliations, month-end close, and payroll support
• Prepare / review financial statements
• Communicate directly with clients and tax authorities
• Assist in implementing tax-saving strategies for clients
• Collaborate with team members to refine processes and improve efficiency
• Develop into a supervisory role over junior staff

Requirements

• 5 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 (including new client setup, chart of account management, rules, etc)
• Proficiency in ProSeries preferred
• Knowledge in international tax a plus
• Strong working knowledge of U.S. tax code for individuals and small businesses
• Excellent organizational skills, attention to detail, and ability to manage multiple priorities
• Strong communication skills and a client-first mindset
• Entrepreneurial spirit with interest in leadership and process improvement

Why Join Us?

• Competitive pay ($95K–$115K) with growth opportunities as the firm expands
• Clear career path to Tax Manager — with increasing responsibility and compensation
• Hands-on exposure to advanced tax planning strategies beyond traditional compliance
• Collaborative, high-performance culture (we run like a professional sports team)
• A ground-floor opportunity to grow with a firm that’s scaling quickly
• Eligible for health insurance
• Eligible for 401(k)
• Paid Vacation

If you’re ready to elevate your career, step into leadership, and help redefine what tax advisory looks like, we want to hear from you.