Senior Tax Associate

Senior Tax Associate – Public Accounting (S H Search Exclusive

Location: Plano, TX (Hybrid Flex)

Senior Tax Associate who is ready to step into a role with real ownership, client visibility, and a clear path toward advancement.

If you’re looking for a seat where you can strengthen your technical tax skills, mentor junior staff, and work directly with partners on complex engagements and business development efforts, this is a strong next step.

What You’ll Be Doing

Tax Compliance & Preparation

• Prepare complex U.S. tax returns for individuals, trusts, partnerships, and corporations.
• Review tax returns prepared by staff and provide feedback, accuracy checks, and tax-saving recommendations.
• Manage engagement budgets and ensure deliverables meet deadlines and quality standards.

Client Interaction & Advisory

• Work directly with key client contacts to gather information, resolve tax issues, and offer process or business improvements.
• Build a meaningful understanding of each client’s operations, workflows, and objectives.
• Assist partners on proposals and BD calls to support firm growth.

Leadership & Team Development

• Supervise, train, and mentor staff and interns across multiple tax projects.
• Help elevate the team by providing coaching, technical guidance, and on-the-job training.

Technical Expertise & Research

• Maintain working knowledge of federal, state, and foreign tax considerations.
• Apply US GAAP and tax compliance principles across client engagements.
• Identify issues proactively and offer solutions that support compliance and tax optimization.

Work Schedule & Expectations

Public accounting moves fast — especially during peak seasons.

• Overtime is expected during filing deadlines.
• Flexibility in work hours is needed to ensure accurate, timely client deliverables.
• If you thrive in a deadline-driven environment, you’ll fit right in.

What We’re Looking For

• 3 years of professional tax experience, ideally within public accounting.
• Strong tax accounting skills with a solid foundation in US GAAP and federal/state tax compliance.
• Excellent project management abilities with strong attention to detail.
• Natural leadership skills with experience supervising and developing staff.
• Ability to juggle multiple engagements, communicate effectively, and deliver superior client service.
• Proficiency in Microsoft Office (especially Excel).
• Professionalism, dependability, integrity, and a collaborative mindset.

Education & Credentials

• Bachelor’s or Master’s in Accounting (or related field).
• Eligible to sit for the CPA exam; CPA pursuit encouraged.