Senior Tax Advisor: Complex Returns & Client Advisory

Jobot; Norwalk (CT); On-site; USD 95,000 - 120,000; Full time

Benefits offered by this job

PTO: 18 days

8 paid holidays

Medical, dental, vision insurance

401(k) with company contribution

CPA study support

Educational assistance

Volunteer time off

Hybrid flexibility

Job summary

Jobot in Norwalk, CT is seeking a Senior Tax Associate to prepare and review complex federal and multi-state tax returns for diverse clients. You will build strong client relationships, deliver high-quality service, and identify planning opportunities to support clients’ financial goals.

The role offers on-site work with hybrid flexibility, growth into advisory work, and a collaborative culture focused on career advancement. CPA eligibility is preferred and travel is occasional.

Qualifications

• Bachelor's degree in Accounting or related field.
• 3–7 years of public accounting experience with emphasis on tax.
• CPA license or eligibility preferred.

Responsibilities

• Prepare and review complex federal and multi-state returns for business, fiduciary, and individuals.
• Build strong client relationships by delivering timely, accurate service.
• Identify tax planning opportunities and advise clients on financial needs.
• Research federal, state, and local tax matters and provide practical recommendations.
• Assist with tax planning, projections, and extensions.

Skills

Tax return prep

Client communication

Tax research

Review complex returns

Time management

Travel willingness

Education

Bachelor's degree in Accounting

Job description

Jobot in Norwalk, CT is seeking a Senior Tax Associate to prepare and review complex federal and multi-state tax returns for diverse clients. You will build strong client relationships, deliver high-quality service, and identify planning opportunities to support clients’ financial goals.

The role offers on-site work with hybrid flexibility, growth into advisory work, and a collaborative culture focused on career advancement. CPA eligibility is preferred and travel is occasional.