Partnership Taxation Senior Associate

Fox Point Recruitment LLC; Tulsa (OK); On-site; USD 101,000 - 112,000; Full time

Job summary

Fox Point Recruitment LLC’s client seeks a Partnership Tax Senior Associate to lead complex tax return compliance and provide sophisticated consulting for individuals, trusts, partnerships, and S‑corporations.

You’ll work with a collaborative team, utilizing the latest tax technology to deliver high-value solutions and support a high-impact partnership business. The role requires strong communication and leadership to manage multiple engagements.

Qualifications

• Bachelor's degree in Accounting with 150-hour CPA eligibility.
• 2–6 years of progressive tax experience in Public Accounting.
• Strong US GAAP and tax compliance for Partnerships, S-Corps, Individuals, and Trusts.
• Exceptional interpersonal, presentation, and communication skills.

Responsibilities

• Plan and execute tax projects across industries within budget.
• Research and consult on tax matters using advanced software.
• Serve as client contact for high-net-worth individuals, family offices, and private companies.
• Supervise, train, and mentor staff on tax projects.
• Identify tax-saving opportunities and coordinate with specialists on multi-entity structures.

Skills

Interpersonal skills

Communication

Presentation skills

Time management

Travel readiness

Education

Bachelor's degree in Accounting (150-hour CPA eligibility)

Tools

Tax software

Job description

About the job Partnership Taxation Senior Associate

Job Title: Partnership Tax Senior Associate

Compensation: $101,000 – $112,000 / year

Type: Full-Time (Backfill)

The Role

Join our Client's Partnership Business team as a Tax Senior Associate, where you will lead the compliance for complex tax returns and provide sophisticated consulting services. This is a high-impact role where you will work directly with individuals, trusts, partnerships, and S-corporations. From day one, you'll be empowered with the latest tax technology and a collaborative team environment to deliver high-value solutions to our clients.

Key Responsibilities

• Project Execution: Plan and execute tax projects across diverse industries; provide innovative tax planning and compliance expertise while managing engagements to budget.
• Complex Compliance: Research and consult on various tax matters, utilizing advanced software to process returns and respond to inquiries from the IRS and other authorities.
• Client Advisory: Serve as a key point of contact for high-net-worth individuals, family offices, and private companies, maintaining active communication to manage expectations and deadlines.
• Leadership & Mentorship: Supervise, train, and mentor staff on tax projects, providing critical performance feedback and coaching to the next generation of tax professionals.
• Strategic Implementation: Identify tax-saving opportunities and work alongside technical specialists to resolve complex issues involving US GAAP and multi-entity structures.

Required Qualifications

• Education: Bachelor's degree in Accounting (Must meet the 150-hour requirement to sit for the CPA exam).
• Experience: 2–6 years of progressive tax experience in Public Accounting (or a blend of public and industry).
• Technical Proficiency: Strong skills in US GAAP and tax compliance for Partnerships, S-Corps, Individuals, and Trusts.
• Soft Skills: Exceptional interpersonal, presentation, and communication skills, with a proven ability to manage multiple priorities in a fast-paced environment.
• Mobility: Ability to travel as needed to meet client and project demands.

Preferred Qualifications

• CPA License: Highly preferred.
• HNW Experience: Proven track record working with high-net-worth individuals, owners of closely held businesses, and private family offices.
• Strategy: Demonstrated success in the implementation of complex tax strategies.

The Environment

We believe that "together is how we succeed." You will have the resources of a large firm with the local feel of our Tulsa office. Our culture is results-based and interactive, designed to help you achieve more, confidently.