This is a Fully Remote Job
About Our Client:
The organization operates in the tax, accounting, and business advisory services industry, addressing challenges faced by businesses and individuals in managing their tax and financial needs. By integrating technology, disciplined processes, and a client-focused approach, the program delivers practical solutions and lasting value. The team emphasizes integrity, excellence, collaboration, and continuous improvement.
About the Opportunity:
The SENIOR TAX ASSOCIATE role involves taking ownership of complex tax engagements within the Client Tax & Advisory Services team. This position is responsible for preparing and reviewing complex tax returns, conducting client consultations, supporting relationship development, and mentoring junior tax professionals. The role impacts the organization by ensuring high-quality tax service delivery and fostering team development.
Responsibilities:
Prepare complex individual, corporate, partnership, trust, and other tax returns and supporting workpapers
Perform first-level reviews and provide clear, timely review notes
Research and resolve tax matters within authority; escalate complex issues as needed
Conduct pre-engagement consultations and discovery meetings
Assess prospective client needs and identify service opportunities
Develop preliminary service recommendations and implementation considerations
Facilitate client onboarding and service delivery transition
Follow up after consultations and identify additional service needs
Coordinate daily assignments, priorities, and communication within the team
Mentor Tax Associates on tax procedures, documentation, consultation, and quality standards
Collaborate across departments to support organized, responsive service delivery
Requirements:
CPA or EA credential required
Bachelor's degree in accounting, taxation, finance, or related field, or equivalent experience
Progressive public accounting tax experience with complex tax preparation and review
Strong knowledge of federal, state, local, and multistate tax compliance
Ability to conduct client consultations and communicate service recommendations independently
Experience coordinating work and mentoring colleagues
Ability to collaborate across multiple departments when appropriate
Pay Range and Compensation Package:
The pay range and compensation package for this role will be determined based on the candidate's experience, skills, and other relevant factors.
Benefits & Perks:
401(k)
Health insurance
Paid time off
401(k) matching
Training & development
Equal Opportunity Statement:
Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.
Note:
TalentHop is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.