Senior Tax Associate

Location: Nassau/Suffolk Border, Long Island
Employment Type: Full-Time
Work Environment: In-office, Monday to Friday with extended hours and Saturdays required during tax season and statutory deadline periods.

Overview:
Our client, a well-established Certified Public Accounting firm with a history spanning over 80 years, is seeking a dedicated and skilled Senior Tax Associate to join their growing team. The firm specializes in a wide array of services, including accounting, auditing, tax, estate planning, and more. 

Key Responsibilities:

• Client Engagement Management:

  • Manage multiple client engagements, ensuring timely deliverables and high-quality service.
  • Oversee workflow and maintain strong client relationships.

• Tax Preparation and Review:

  • Prepare and review complex multi-state corporate, partnership, fiduciary, and individual income tax returns, including 1040s, 1041s, 1120s, and 1065s.
  • Provide expertise in estate, trust, and financial planning for high-net-worth individuals, including estates, gifting, and IRA strategies.
  • Develop year-end tax projections and strategies for quarterly estimates and tax planning.

• Research and Compliance:

  • Conduct tax research and provide training on relevant topics.
  • Manage the resolution of tax notices and examinations with government agencies.

• Leadership and Staff Development:

  • Supervise and mentor staff accountants on multiple engagements.
  • Evaluate team performance and provide constructive feedback.
  • Deliver educational content and client-focused communications, including webinars.

Qualifications:

• Experience: 3–5 years of public accounting experience with a diversified tax background and the ability to lead multiple engagements.
• Education & Certification: CPA designation preferred or required.
• Technical Proficiency: Proficient in CCH Axcess Tax, Engagement, and QuickBooks.
• Skills:
  • Strong technical taxation knowledge.
  • Exceptional communication, problem-solving, and analytical abilities.
  • Effective organizational and time management skills.
  • Team-oriented mindset with proven leadership and staff development capabilities.

Compensation:
Competitive salary in the range of $110,000–$140,000, commensurate with experience.

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