Senior Tax Associate

Jobot; Dallas (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Diverse clients

Complex tax engagements

Career progression

Collaborative team

Professional development

Client relationships

CPA support

Competitive compensation

Job summary

Jobot is seeking an experienced Senior Tax Associate to join our growing public accounting team in Dallas. You will prepare and review federal, state, and local income tax returns for individuals, partnerships, corporations, trusts, and other entities while managing multiple engagements.

The ideal candidate has 3–6+ years in public accounting with tax focus, CPA progress preferred, and strong knowledge of tax laws.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 3-6+ years of public accounting experience with tax focus.
• Experience preparing complex individual, corporate, partnership, trust, and estate tax returns.
• Strong knowledge of federal and state tax laws, regulations, and compliance requirements.
• CPA license or progress toward CPA certification preferred.
• MST degree is a plus.
• Experience with tax prep software such as CCH Axcess, ProSystem fx, UltraTax, Lacerte, or GoSystem Tax.
• Strong tax research, analytical, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Ability to manage multiple engagements and meet deadlines in a fast-paced environment.
• Strong attention to detail and organizational skills.
• Ability to work independently while contributing to a collaborative team environment.

Responsibilities

• Prepare and review complex federal, state, and local income tax returns for individuals, corporations, partnerships, trusts, and other entities.
• Manage multiple tax engagements simultaneously while meeting deadlines.
• Perform tax research and provide recommendations on planning, compliance, and reporting.
• Identify tax-saving opportunities and assist clients with proactive planning.
• Review financial statements and supporting documentation for accurate tax reporting.
• Communicate with clients to gather information and address questions.
• Research complex tax issues and stay current on tax laws.
• Assist with IRS/state notices, audits, and inquiries.
• Identify risks and recommend solutions.
• Provide guidance and mentorship to staff accountants and junior associates.
• Collaborate with managers and partners to ensure high-quality service.
• Contribute to process improvements and development of the tax practice.

Skills

Tax preparation

Public accounting

Tax research

Client communication

Mentorship

Attention to detail

Time management

CPA path

Education

Bachelor's degree in Accounting/Finance

CPA license preferred

MST is a plus

Tools

CCH Axcess

ProSystem fx

UltraTax

Lacerte

GoSystem Tax

Job description

Senior Tax Associate

$80000 - $110000 per year | Dallas, TX | On-site | Permanent

A bit about us:

We are seeking an experienced and detail-oriented Senior Tax Associate to join our growing public accounting team. This individual will play an important role in providing tax compliance and planning services to a diverse client base, including individuals, partnerships, corporations, trusts, and closely held businesses.

The ideal candidate has a strong foundation in public accounting, enjoys working directly with clients, and is capable of handling complex tax engagements while supporting and mentoring junior team members. This is an excellent opportunity for someone looking to expand their technical expertise, develop client relationships, and continue growing professionally.

Why join us?

• Opportunity to work with a diverse portfolio of individual and business clients.
• Exposure to complex tax planning and consulting engagements.
• Career advancement opportunities within a growing public accounting firm.
• Collaborative team environment with experienced tax professionals.
• Ongoing professional development and continuing education.
• Opportunity to build meaningful client relationships.
• Support for CPA certification and professional advancement.
• Competitive compensation and benefits package.

Job Details

Key Responsibilities:

• Prepare and review complex federal, state, and local income tax returns for individuals, corporations, partnerships, trusts, and other entities.
• Manage multiple tax engagements simultaneously while meeting established deadlines.
• Perform tax research and provide recommendations regarding tax planning, compliance, and reporting matters.
• Identify tax-saving opportunities and assist clients with proactive tax planning strategies.
• Review financial statements, general ledgers, and supporting documentation to ensure accurate tax reporting.
• Communicate directly with clients to gather information, address questions, and provide guidance on tax-related matters.
• Research complex tax issues and stay current on changing federal and state tax laws and regulations.
• Assist with IRS and state tax notices, audits, and other tax-related inquiries.
• Identify potential tax risks and recommend appropriate solutions.
• Provide guidance, training, and mentorship to Staff Accountants and junior Tax Associates.
• Collaborate with Managers, Partners, and other team members to ensure high-quality client service.
• Contribute to process improvements and the continued development of the firm's tax practice.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.
• 3-6+ years of public accounting experience, with a strong emphasis on tax preparation.
• Experience preparing complex individual, corporate, partnership, trust, and estate tax returns.
• Strong knowledge of federal and state tax laws, regulations, and compliance requirements.
• CPA license or progress toward CPA certification preferred.
• Master's degree in Taxation (MST) is a plus.
• Experience with tax preparation software such as CCH Axcess, ProSystem fx, UltraTax, Lacerte, or GoSystem Tax.
• Strong tax research, analytical, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Ability to manage multiple engagements and meet deadlines in a fast-paced environment.
• Strong attention to detail and organizational skills.
• Ability to work independently while contributing to a collaborative team environment.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.