Senior Tax Associate

Upsourced Accounting; Columbus, Dayton (OH, OH); Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary based on experience

4% 401(k) match

Medical, dental, and vision insurance

Paid parental leave

Company-provided laptop

Flexible, remote work environment

Flexible PTO and holidays

Professional development opportunities

Job summary

Upsourced Accounting is seeking an experienced Senior Tax Associate to join our growing tax practice. This role focuses on preparing and reviewing business and individual tax returns, with emphasis on accuracy, efficiency, and client service.

You’ll work with partnerships, S corporations, C corporations, and individuals, perform tax workpapers, and support planning and advisory projects. 3+ years of US tax compliance experience and strong accounting fundamentals are required, along with Excel

Qualifications

• 3+ years of experience in business and individual tax compliance and preparation.
• Strong understanding of U.S. federal tax law and accounting best practices.
• Solid ability to read and interpret financial statements.
• Experience with accrual-to-cash adjustments and book-to-tax differences.
• ProConnect Tax experience is a plus.
• Proficient in Excel and QuickBooks Online.

Responsibilities

• Prepare and review business and individual tax returns with accuracy and efficiency.
• Complete tax compliance work for partnerships, S corporations, C corporations, and individuals.
• Prepare tax workpapers, reconciliations, and supporting schedules.
• Analyze financial statements and perform tax adjustments.
• Convert accrual-basis statements to cash basis when required.
• Collaborate with team to meet client deadlines and deliverables.
• Assist with tax planning projects and advisory initiatives.

Skills

Attention to detail

Time management

Organizational skills

Autonomous / self-starter

Tools

ProConnect Tax

QuickBooks Online

Microsoft Excel

Job description

About Upsourced

Upsourced is a modern accounting and advisory firm built specifically for fast-growing creative agencies. We combine strong accounting fundamentals with great technology, clear processes, and real financial leadership. Our goal is simple: give our clients clarity and confidence, and give our team a place where smart people can do their best work without burning out.

We move fast. We try new things. We work with interesting businesses. And we don’t believe in busy season.

The Role

We’re looking for an experienced Senior Tax Associate to join our growing tax practice. This role is ideal for someone with a strong accounting foundation, excellent attention to detail, and experience preparing both business and individual tax returns. You’ll play a key role in delivering high-quality tax compliance services while supporting our commitment to accuracy, efficiency, and client service.

What you’ll do:

• Prepare and review business and individual tax returns with accuracy and efficiency.
• Complete tax compliance work for partnerships, S corporations, C corporations, and individuals.
• Prepare tax workpapers, reconciliations, and supporting schedules.
• Analyze financial statements and make necessary tax adjustments.
• Convert accrual-basis financial statements to cash basis when required.
• Identify discrepancies and proactively resolve accounting and tax issues.
• Collaborate with team members to ensure client deadlines are met and deliverables are completed accurately and on time.
• Assist with tax planning projects and other client advisory initiatives as opportunities arise.

Required Qualifications

• 3+ years of experience in business and individual tax compliance and preparation.
• Strong understanding of U.S. federal tax law and accounting best practices.
• Solid accounting foundation with the ability to read and interpret financial statements.
• Experience with accrual-to-cash adjustments and book-to-tax differences.
• Experience with ProConnect Tax is a plus.
• Proficient in Microsoft Excel and comfortable working with accounting software such as QuickBooks Online.
• Exceptional attention to detail, organization, and time management.

Nice to haves

• CPA, CPA candidate, or Enrolled Agent (EA) is a plus.
• Experience working with small businesses and business owners.
• Familiarity with tax planning concepts beyond compliance.
• Experience in a public accounting environment.

What We’re Looking For

We’re looking for someone who is a self-starter and thrives in an autonomous work environment. The ideal candidate takes ownership of their workload, manages priorities effectively, and consistently delivers high-quality work with minimal oversight. You should be proactive, dependable, and comfortable asking questions when needed while maintaining accountability for meeting deadlines.

Just as importantly, we’re looking for someone who enjoys being part of a collaborative team, is eager to continue learning, and genuinely cares about delivering an exceptional experience for our clients.

What We Offer

• Competitive salary based on experience.
• Performance-based raises and promotion opportunities
• Medical, dental, and vision insurance
• 401(k) retirement plan - 4% match
• Paid parental leave
• Company-paid laptop and home office environment
• Flexible, remote work environment.
• Flexible Paid time off and company holidays.
• Opportunities for professional development and career growth.
• The opportunity to help build and shape a growing tax practice where your ideas and contributions make a real impact.