Job Description

Conduct tax research, identify tax planning opportunities, and draft memoranda or recommendations for clients. Canadian tax experience working in a public accounting firm.

Senior Tax Associate 

Pay Rate: $110 000-140 000

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. This role offers a unique opportunity to manage diverse client engagements, supervise staff, and contribute to high-level tax strategies in a dynamic and collaborative environment.

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.

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

Qualifications

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.

Why is This a Great Opportunity

Client is highly reputable. This is a growth opportunity both in compensation and responsibilities.

OOJ - 34941