Senior Tax Associate

Whitman Advisory Job Community; Delaware; Hybrid; USD 90,000 - 130,000; Full time

Job summary

Whitman Advisory, on behalf of our client, is seeking a Senior Tax Associate in Middletown, Delaware. This full-time role offers a hybrid schedule with on-site work Mon-Thurs and a client-focused, collaborative firm culture.

The candidate should have 2+ years of public accounting tax experience, with CPA/EA or a licensed tax preparer designation preferred. Proficiency in QuickBooks, UltraTax, and Accounting CS is advantageous.

Qualifications

• 2+ years of public accounting experience in a tax-focused role required
• CPA, EA, or licensed tax preparer designation preferred
• Strong understanding of individual and business taxation concepts, regulations, and compliance requirements
• Experience handling federal, state, and local income and payroll tax matters
• Knowledge of QuickBooks Online and QuickBooks Desktop
• Proficiency in Microsoft Excel, Word, and Outlook
• Experience with UltraTax and Accounting CS is a plus
• Strong organizational skills, attention to detail, and communication abilities
• Ability to learn new processes quickly and execute consistently in a fast-paced environment

Responsibilities

• Prepare and review business and individual tax returns from initial client engagement through filing and delivery
• Prepare monthly, quarterly, and annual tax projections
• Communicate proactively with clients regarding tax matters and planning opportunities
• Maintain and organize tax records and client databases
• Record and review tax-related accounting entries
• Research and apply tax reduction and planning strategies
• Prepare and/or review financial statements
• Respond to federal, state, and local tax notices and inquiries
• Assist clients with ongoing tax compliance and advisory needs

Skills

Public accounting

Client-focused

Communication skills

Organizational skills

Education

CPA/EA or licensed tax preparer designation

Tools

QuickBooks Online

QuickBooks Desktop

Excel

Word

Outlook

UltraTax

Accounting CS

Job description

Whitman Advisory, on behalf of our client, is assisting in the hiring of a senior tax associate.

Senior Tax Associate

Employment Type

Full-Time | Hybrid Schedule (Mon-Thurs on-site)

Location

Middletown, Delaware

About the Firm

We are a fast-growing public accounting firm with a modern, client-focused approach. We take our work seriously while maintaining a collaborative and personable culture. Our team works closely with small business owners to help them navigate tax regulations, reporting requirements, and strategic financial decisions.

We believe our people are our greatest asset. We continually invest in our team’s professional development, growth, and wellbeing, and we value open communication and collaboration across all levels of the firm. Team members are encouraged to contribute ideas, improve processes, and play an active role in the continued growth of the firm and our clients.

What We’re Looking For

Our ideal candidate is proactive, organized, and client-focused, with a strong sense of accountability and professionalism. This individual enjoys working collaboratively, values continuous learning, and takes pride in delivering high-quality service to clients and teammates alike.

Responsibilities

• Prepare and review business and individual tax returns from initial client engagement through filing and delivery
• Prepare monthly, quarterly, and annual tax projections
• Communicate proactively with clients regarding tax matters and planning opportunities
• Maintain and organize tax records and client databases
• Record and review tax-related accounting entries
• Research and apply tax reduction and planning strategies
• Prepare and/or review financial statements
• Respond to federal, state, and local tax notices and inquiries
• Assist clients with ongoing tax compliance and advisory needs

Qualifications

• 2+ years of public accounting experience in a tax-focused role required
• CPA, EA, or licensed tax preparer designation preferred
• Strong understanding of individual and business taxation concepts, regulations, and compliance requirements
• Experience handling federal, state, and local income and payroll tax matters
• Knowledge of QuickBooks Online and QuickBooks Desktop
• Proficiency in Microsoft Excel, Word, and Outlook
• Experience with UltraTax and Accounting CS is a plus
• Strong organizational skills, attention to detail, and communication abilities
• Ability to learn new processes quickly and execute consistently in a fast-paced environment

Successful candidates will:

• Thrive in a cloud-based, technology-forward environment
• Build strong relationships with clients and develop an understanding of their businesses
• Take initiative and seek opportunities to contribute beyond assigned responsibilities
• Follow established procedures while helping improve internal processes
• Communicate openly, ask thoughtful questions, and seek guidance when needed
• Maintain confidentiality and professionalism at all times
• Be comfortable working additional hours during peak tax seasons based on agreed scheduling commitments

Additional Experience That Will Support Success

• Payroll and payroll tax knowledge
• Experience with employee benefits-related accounting matters
• Exposure to nonprofit accounting environments
• Strong understanding of fixed assets and depreciation
• General knowledge of internal controls

Why Join Us?

• Direct exposure to business owners and advisory work
• Broad hands-on tax experience across multiple industries
• Collaborative team environment with minimal bureaucracy
• Opportunity to contribute ideas and improve firm processes
• Supportive culture focused on professional growth and long-term success