Senior Tax Associate

Blue & Co., LLC; Lexington (KY); On-site; USD 85,000 - 115,000; Full time

Job summary

Blue & Co., LLC, a Lexington-based accounting firm, is seeking a Tax Senior to lead tax engagements and develop relationships with clients, peers, and directors. You will mentor staff and expand supervisory skills while delivering high-quality service.

The ideal candidate has CPA status or is pursuing certification, 3–6 years of public accounting tax experience, and a strong client-service mindset. Travel is mostly day trips with minimal overnight stays.

Qualifications

• CPA certification or actively pursuing certification.
• 3–6 years of tax experience in public accounting.
• Excellent client service and communication skills.
• Demonstrated ability to oversee engagements and supervise staff.
• Ability to travel to client locations, mostly day trips.

Responsibilities

• Plan, schedule and manage all aspects of tax engagements.
• Prepare business and individual tax returns.
• Perform field work to include the preparation of complex work papers and supervise Staff Accountants.
• Foster teamwork and knowledge sharing to enhance service delivery.
• Training and mentoring Staff Accountants.
• Continually learn and become a subject matter expert in your areas of interest.

Skills

Client service

Interpersonal skills

Written & verbal communication

Travel ability

Staff supervision

Education

CPA or CPA candidate

Job description

Blue & Co., LLC, is a dynamic and innovative accounting firm that provides growth-committed entrepreneurial clients with accounting and consulting services.

We are currently seeking a talented Senior Associate to join our Lexington, KY office. As a Tax Senior, you will play a key role leading tax engagements as you begin to establish working relationships with clients, peers, and directors. You will continue to develop supervisory and management skills, benefit from ongoing training and mentoring, and work on a wide variety of challenging engagements. The ideal candidate will be promotable, have an advisory mindset, and possess a strong desire to build a career in client service.

Position Details:

• Plan, schedule and manage all aspects of tax engagements.
• Prepare business and individual tax returns.
• Perform field work to include the preparation of complex work papers along with monitoring the work paper preparation of Staff Accountants.
• Foster teamwork, innovative thinking, and knowledge sharing with team members to enhance service delivery.
• Training and mentoring Staff Accountants.
• Continually learn and become a subject matter expert in your area(s) of interest.

Position Requirements:

• CPA Certification or eligible and actively pursuing certification.
• 3-6 years of relevant tax experience in a public accounting firm.
• Proven financial, analytical, technical and interpersonal skills.
• Excellent client service and the desire to build business development skills.
• Demonstrated ability to oversee and manage engagements, prioritize engagements and supervise/motivate staff.
• Excellent written and verbal communication skills.
• Ability to travel to client locations, mostly day trips; minimal overnight travel is required.

We are responsive. We are caring. We are advocates.

Blue & Co., LLC, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.

Candidates must be authorized to work in the U.S. without current or future employer sponsorship.

Agency candidates will not be considered for this position.