Tax Associate

ITAC Solutions; Birmingham; Hybrid; GBP 53,000 - 60,000; Full time

Job summary

A well established public accounting firm in Birmingham is seeking an experienced Tax Senior Associate to prepare and review various tax returns, mentor junior staff, and communicate directly with clients. The ideal candidate has a CPA license or is pursuing one, along with strong Excel and communication skills. This role offers a competitive salary and comprehensive benefits in a collaborative work environment.

Benefits

Flexible hybrid schedule

Comprehensive health benefits

401(k) with employer match

Paid CPA review course

Summer flex hours

Christmas bonuses

Low turnover environment

Qualifications

• CPA license preferred or actively pursuing certification.
• Strong Excel proficiency required.
• Excellent communication and professionalism for client interactions.

Responsibilities

• Prepare and review individual, corporate, partnership, and trust tax returns.
• Provide feedback to interns and associates on tax work.
• Communicate with clients to gather information and resolve tax questions.
• Research and apply tax laws for compliance strategies.
• Mentor less experienced staff and promote team development.
• Collaborate with partners for exceptional client service.

Skills

Proficiency with advanced Excel functions

Ability to prioritize partner needs

Strong professionalism

Communication skills for client interaction

Education

CPA license preferred (or actively pursuing with at least two parts passed)

Tools

Tax software

Job description

Join our client, a well established public accounting firm with a deep culture of collaboration and positivity. This team is known for celebrating wins together, enjoying lunches as a group, and supporting each other through every season. As a Tax Senior Associate, you’ll make a meaningful impact by helping a diverse set of clients achieve their financial goals while contributing to a firm that values excellence, balance, and community involvement.

Benefits & Extras

Flexible hybrid schedule after training; occasional remote work considered

Strong culture of collaboration and team celebration

Comprehensive benefits package including BCBS health, dental, and disability coverage

401(k) with profit-sharing contribution and employer match

Paid CPA review course and first exam sitting covered

Summer flex hours – enjoy extra time off between Memorial Day and Labor Day

Christmas bonuses that grow with tenure (up to 3 weeks’ pay)

Low turnover environment with balanced hours, even during busy season

Compensation

Salary range: $70,000 – $78,000

What You’ll Be Doing

Prepare and review individual, corporate, partnership, and trust tax returns

Review and provide feedback to interns and associates on tax work

Communicate directly with clients to gather information and resolve tax questions

Research and apply tax laws to assist in planning and compliance strategies

Stay updated on changing tax regulations

Support and mentor less experienced staff to promote team development

Collaborate closely with partners to deliver exceptional client service

What You’ll Need to be Considered

CPA license preferred (or actively pursuing with at least two parts passed)

Proficiency with advanced Excel functions and tax software

Ability to prioritize partner needs across diverse client portfolios

Strong professionalism and communication skills for client interaction

Ambitious mindset with a desire to grow within a long-established firm

How To Apply

We’d love to see your resume, but we don’t need it to have a conversation. Send me an email to [e-mail] and tell me why you’re interested. Or, if you do have a resume ready, apply here.