Experienced Tax Associate

 

About the Firm:
Well-established CPA firm of around 40 professionals, serving a diverse portfolio of privately held businesses, individuals, and partnerships. Our size allows us to offer the resources and technical depth of a larger firm, while still maintaining the close-knit, team-oriented culture of a smaller one. We value long-term relationships—both with our clients and our team—and offer flexibility, mentorship, and the opportunity to grow your career without getting lost in the crowd.

The Opportunity:
We are looking for an Experienced Tax Associate with 2–6 years of public accounting experience to join our growing tax team. This role is ideal for someone who enjoys hands-on work with clients and wants to expand their technical and advisory skills in a supportive environment.

What You’ll Do:

• Prepare federal and multi-state tax returns for individuals, partnerships, S-corps, and trusts

• Assist with tax planning and research for a variety of clients and industries

• Review client financial data and workpapers to ensure accuracy and compliance

• Communicate directly with clients and respond to tax-related questions or issues

• Work closely with managers and partners on special projects and technical issues

• Maintain accurate records and help support smooth engagement workflows

What We’re Looking For:

• 2–6 years of relevant tax experience in public accounting

• Bachelor’s degree in Accounting (CPA license or progress toward CPA preferred)

• Familiarity with tax prep software (e.g., CCH Axcess, UltraTax, ProSystems, etc.)

• Detail-oriented with strong organizational and time management skills

• Comfortable working both independently and collaboratively

• Excellent communication and client-service skills

What We Offer:

• Flexible work environment

• Competitive compensation and annual bonus potential

• Full benefits package including health, dental, vision, 401(k) match, and more

• Paid continuing education and CPA exam support

• Direct access to firm leadership and a clear path for advancement

• A friendly, inclusive team that values your contributions and well-being