What are the responsibilities and job description for the Senior Tax Associate position at Roman & Kulpa, LLC?
Company Description Roman & Kulpa, LLC is a client-focused accounting firm that prioritizes long-term relationships and collaborative partnerships. The firm’s success is closely tied to the success of its clients, and team members are expected to provide attentive, personalized service. Roman & Kulpa, LLC emphasizes advanced training, strong technical expertise, and sound financial judgment in every engagement. Ongoing investment in professional education, modern technology, and meaningful business connections supports a culture of quality and continuous improvement. This environment offers professionals the opportunity to grow their skills while contributing to exceptional client service.
Role Description The Senior Tax Associate is a full-time, on-site role based in Moorestown, NJ. This position is responsible for preparing and reviewing individual, corporate, partnership, and other tax returns, ensuring accuracy and compliance with federal, state, and local tax regulations. The role includes researching complex tax issues, interpreting tax law changes, and advising on tax planning opportunities for clients. Day-to-day responsibilities involve managing tax compliance deadlines, coordinating with team members to resolve tax-related questions, and communicating clearly with clients about their filings and strategies. The Senior Tax Associate will also help improve internal processes, support junior staff through mentoring and review, and contribute to maintaining high service standards across the firm.
Qualifications
Role Description The Senior Tax Associate is a full-time, on-site role based in Moorestown, NJ. This position is responsible for preparing and reviewing individual, corporate, partnership, and other tax returns, ensuring accuracy and compliance with federal, state, and local tax regulations. The role includes researching complex tax issues, interpreting tax law changes, and advising on tax planning opportunities for clients. Day-to-day responsibilities involve managing tax compliance deadlines, coordinating with team members to resolve tax-related questions, and communicating clearly with clients about their filings and strategies. The Senior Tax Associate will also help improve internal processes, support junior staff through mentoring and review, and contribute to maintaining high service standards across the firm.
Qualifications
- Strong tax compliance and tax preparation skills, including experience with a variety of return types.
- Solid understanding of tax law and general tax principles, with the ability to research and interpret complex regulations.
- Foundational knowledge in finance to support tax planning, analysis, and advisory work.
- Bachelor’s degree in Accounting, Finance, or a related field; CPA or progress toward CPA certification preferred.
- Several years of recent public accounting or tax-focused experience, ideally in a client-service environment.
- Proficiency with tax preparation software and accounting systems, along with strong Excel skills.
- Excellent analytical, organizational, and time-management abilities, with attention to detail and accuracy.
- Clear and professional communication skills, with the ability to explain complex tax issues to clients and colleagues.
- Demonstrated ability to work collaboratively in an on-site team environment and manage multiple engagements and deadlines.