Senior Tax Associate

Job Title: Senior Tax Associate
Location: New York, NY
Reports to: Tax Manager/Director

Job Overview

Our client is seeking an experienced and detail-oriented Senior Tax Associate to join their team at a leading CPA firm in New York. The ideal candidate will have a deep understanding of tax laws, regulations, and compliance issues, with a proven track record of preparing, reviewing, and managing tax returns for individual, corporate, partnership, and non-profit clients. As a Senior Tax Associate, you will collaborate with managers and partners to deliver high-quality tax services and contribute to the firm's growth and success.

Key Responsibilities



Tax Preparation & Review

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  Prepare and review federal, state, and local income tax returns for individuals, corporations, partnerships, and other entities.
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  Ensure compliance with all tax laws, regulations, and deadlines for a variety of clients, including high-net-worth individuals, small businesses, and large corporations.
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  Review tax filings for accuracy, completeness, and adherence to regulations and client requirements.
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  Assist in complex tax planning and the preparation of tax provisions for corporate clients.

Client Relationship Management

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  Build and maintain strong relationships with clients, ensuring high levels of satisfaction and timely communication.
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  Provide timely responses to client inquiries, addressing any tax issues or questions.
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  Assist clients with tax planning strategies, helping to minimize their tax liabilities and achieve their financial goals.
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  Collaborate with clients to gather necessary information and documentation for tax filings.

Tax Research & Compliance

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  Conduct in-depth research on various tax issues, staying up-to-date with changing tax laws and regulations.
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  Advise clients on the tax implications of their financial decisions, including mergers and acquisitions, retirement planning, estate planning, and business structuring.
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  Assist with tax audits and represent clients in audits with tax authorities when necessary.
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  Identify and recommend tax-saving opportunities to clients.

Mentorship & Team Development

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  Mentor and provide guidance to junior tax associates and staff, reviewing their work and helping them develop their technical skills.
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  Provide feedback and training to junior staff on tax processes, regulations, and best practices.
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  Collaborate with senior team members and leadership to improve departmental efficiency and client service.

Tax Planning & Strategy

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  Collaborate with senior leadership to develop and implement tax planning strategies for clients, both for individuals and businesses.
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  Assist in the preparation of tax projections, including estimates and forecasting.
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  Support the development of long-term tax planning strategies to help clients mitigate future tax liabilities.

Special Projects & Other Duties

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  Assist with ad hoc tax-related projects and special assignments, as required by the firm.
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  Participate in client presentations and discussions around tax strategy and compliance.
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  Assist with internal initiatives to streamline processes, improve efficiency, and enhance client satisfaction.

Qualifications



Education & Experience

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  Bachelor's degree in Accounting, Finance, or related field (required).
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  CPA certification (preferred).
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  Minimum of 3-5 years of experience in public accounting, with a focus on tax services.
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  Experience preparing and reviewing tax returns for individuals, corporations, and partnerships.
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  Strong working knowledge of federal, state, and local tax laws and regulations.
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  Experience with tax research and software (e.g., CCH, Thomson Reuters, ProSystem fx).

Skills & Competencies

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  Excellent understanding of tax planning, compliance, and reporting requirements.
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  Strong analytical skills with the ability to solve complex tax problems.
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  Outstanding verbal and written communication skills.
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  Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
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  Detail-oriented with a strong focus on accuracy and quality.
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  Strong client service orientation with the ability to build relationships and provide strategic advice.
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  Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and tax preparation software.
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  Ability to work effectively as part of a team and mentor junior staff members.

Preferred Qualifications

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  Master's degree in Taxation or related field (preferred).
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  Experience working with high-net-worth individuals, partnerships, or multi-state taxation.
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  Experience with international tax issues and cross-border transactions.

Why Join Us?

We value our employees and offer a collaborative and supportive work environment. As a Senior Tax Associate, you'll have the opportunity to work with a diverse range of clients, from small businesses to large corporations, and contribute to the growth and success of the firm. We offer competitive salaries, a comprehensive benefits package, and professional development opportunities to support your career advancement.