Senior Tax Associate

Orion Placement; Latham (NY); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Dental insurance

Flexible schedule

Health insurance

Life insurance

Retirement plan

Vision insurance

Job summary

Orion Placement in Latham, NY is seeking a Senior Tax Associate to advance your tax career within an established regional accounting firm. You will handle increasingly complex engagements, gain meaningful client exposure, and prepare tax returns with increasing independence.

You will research tax issues, write memoranda, and coordinate with partners and clients while coaching juniors and building leadership experience toward Tax Manager.

Qualifications

• 3+ years of public accounting experience.
• Strong tax research, analytical, and writing skills.
• Ability to manage multiple engagements and deadlines.
• CPA or progress toward CPA preferred but not required.

Responsibilities

• Prepare complex federal and state tax returns with increasing independence.
• Research complicated tax matters and document findings and conclusions.
• Write tax memoranda outlining issues, analysis, and recommendations.
• Serve as a client contact for routine questions and engagement needs.
• Communicate effectively with clients, partners, managers, and team members.
• Take ownership of tax engagement fieldwork and ensure timely completion.
• Delegate work and coach developing team members.
• Participate in technical training and professional development.
• Maintain professional standards per AICPA and protect client confidentiality.

Skills

Public accounting

Tax research

Technical writing

Client service

Communication

Time management

Education

Bachelor's degree in accounting

Master's degree in accounting

Job description

Pay: $70,000.00 - $95,000.00 per year

Why This Is a Great Opportunity

• Advance your tax career with an established regional accounting firm where you will gain meaningful client exposure and handle increasingly complex engagements.
• Take ownership of sophisticated tax returns, research challenging tax issues, and work directly with partners and clients.
• Build leadership experience by delegating work, coaching junior team members, and helping drive engagements through completion.
• Grow toward Tax Manager and other leadership opportunities through structured career development and professional training.
• Receive strong CPA support, including exam reimbursement and bonus opportunities of up to $25,000.
• Enjoy comprehensive benefits, 16 paid holidays, separate vacation time, unlimited sick time, 401(k), profit sharing, and a flexible "dress for your day" environment.

Location:

Latham, NY. This is a hybrid opportunity with at least 3 days per week on-site. We are ideally looking for candidates who live within approximately a 45-minute commute of the Latham office.

Note:

Candidates must have 3+ years of public accounting experience and be comfortable independently preparing complex tax returns, researching tax issues, and taking increased ownership of client engagements.

About Us

We are an established regional accounting firm providing tax, audit, advisory, and consulting services to successful organizations throughout New York. Our team combines strong technical resources with the personalized relationships and collaborative culture of a regional firm. We invest heavily in professional growth and give our people opportunities to build meaningful client relationships and advance their careers. Confidential Employer.

Job Description

• Prepare complex federal and state tax returns with increasing independence.
• Research complicated tax matters and clearly document findings and conclusions.
• Write tax memoranda outlining issues, analysis, and recommendations.
• Serve as a client contact for routine questions, follow-up, and engagement needs.
• Communicate effectively with clients, partners, managers, and other engagement team members.
• Take ownership of tax engagement fieldwork and help ensure assignments are completed accurately and on schedule.
• Delegate work appropriately and take responsibility for successful completion.
• Coach and provide real-time feedback to developing team members.
• Participate actively in technical training and professional development.
• Maintain professional standards consistent with AICPA requirements and protect client confidentiality.

Qualifications

• 3+ years of public accounting experience required.
• Bachelor's or master's degree in accounting or a related discipline.
• Experience preparing complex tax returns with limited supervision.
• Strong tax research, analytical, and technical writing skills.
• Ability to manage multiple engagements and deadlines.
• Strong communication and client-service skills.
• Ability to collaborate effectively while taking ownership of assigned work.
• CPA or progress toward CPA certification preferred, but not required.

Why You Will Love Working Here

• Clear opportunities to grow from Senior Tax Associate into management-level responsibilities.
• Direct client interaction and exposure to experienced partners and leaders.
• Career development and ongoing professional training.
• CPA exam reimbursement and substantial CPA bonus opportunities.
• 16 paid holidays plus separate vacation time and unlimited sick time.
• Comprehensive medical, dental, and vision benefits.
• 401(k) and profit-sharing plans.
• Collaborative culture with firm events and opportunities to build relationships across the team.

JPC- 2260

Benefits:

• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance