Senior Tax Associate

Senior Tax Associate ($90,000–$115,000 bonus)

Sage Search Partners is seeking a Senior Tax Associate for a growing CPA and advisory firm in Frisco, TX. In this role, you will oversee tax engagements from planning through completion, deliver high-quality compliance and advisory services, and play a key part in client relationship management and staff development.

In addition to bringing at least three years of public accounting experience, the ideal candidate will have strong technical tax knowledge, experience reviewing and preparing complex returns, proven skills supervising staff, and excellent project management, communication, and client-service abilities. A bachelor’s or master’s degree in accounting (with eligibility to sit for the CPA exam) and proficiency with common tax and office software are also important. If you would like to join a dynamic firm with significant growth, competitive benefits, and an excellent work/life balance, apply today.

Responsibilities

• Lead tax engagements from initial planning through execution and final delivery, ensuring work is completed on time, on budget, and in accordance with firm and professional standards.
• Prepare and review complex federal and state tax returns for individuals, trusts, partnerships, and corporations, identifying opportunities for tax savings and risk mitigation.
• Supervise, train, and mentor staff and interns on tax engagements, providing feedback, coaching, and on-the-job development.
• Review work prepared by staff, checking for accuracy, completeness, and compliance, and recommending adjustments as needed.
• Develop a strong understanding of each client’s operations, processes, and objectives in order to provide practical tax and business recommendations.
• Proactively communicate with key client contacts to gather information, resolve tax issues, and suggest improvements to tax processes and business practices.
• Support partners and managers with proposals, presentations, and business development activities as needed.
• Research and maintain awareness of state, multistate, and foreign tax issues relevant to client engagements.
• Exhibit flexibility in work hours during peak tax seasons and commit additional time as necessary to meet critical filing deadlines and client needs.

Client Requirements

• Minimum of three years of progressive tax experience, preferably with a public accounting firm.
• Strong tax accounting skills with a solid grasp of U.S. GAAP and federal and state tax compliance requirements.
• Demonstrated experience managing tax engagements and staff, including leading teams, delegating work, and providing training and mentorship.
• Commitment to exceptional client service and building long-term client relationships.
• Proficiency with Microsoft Office applications, including strong skills in Excel; experience with professional tax software is preferred.
• Bachelor’s or master’s degree in accounting or a related discipline and eligibility to sit for the CPA exam; CPA track strongly preferred.

Qualified candidates will be contacted for an interview.