
Senior Tax Associate
- Syosset, NY
- $110,000-140,000 per year
- Permanent
- Full-time
- Manage multiple client engagements, ensuring timely deliverables and high-quality service.
- Oversee workflow and maintain strong client relationships.
- 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.
- Conduct tax research and provide training on relevant topics.
- Manage the resolution of tax notices and examinations with government agencies.
- Supervise and mentor staff accountants on multiple engagements.
- Evaluate team performance and provide constructive feedback.
- Deliver educational content and client-focused communications, including webinars.
- 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.