Senior Tax Associate

Masis Professional Group; New Hampshire; Remote; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health and welfare benefits

Paid time off

Employer-sponsored retirement plan

Professional development opportunities

Workplace flexibility

Job summary

Masis Professional Group in Southern New Hampshire is seeking an experienced Senior Tax Accountant/Senior Tax Associate to join its growing financial services team. This role focuses on complex federal and state tax returns for high-net-worth individuals, families, and privately held businesses, with autonomy and direct client interaction.

The position offers a base salary of $100,000–$120,000 plus bonus and comprehensive benefits, along with a collaborative environment and strong professional

Qualifications

• Active CPA license required.
• Several years of progressive tax accounting experience in public accounting, tax advisory, or wealth mgmt.
• Strong experience preparing and reviewing complex individual returns (Form 1040).
• Experience with partnership (Form 1065) and S corp (Form 1120-S) returns.
• Ability to independently manage tax engagements and review colleagues' work.
• Solid knowledge of federal/state tax regulations for high-net-worth clients.

Responsibilities

• Prepare and review complex federal and state individual income tax returns (1040).
• Prepare and review business tax returns (partnerships, S corporations).
• Independently manage tax engagements from start to finish.
• Review colleagues' tax returns for accuracy and compliance.
• Research and resolve complex federal/state tax issues.
• Interact with clients to gather docs and answer questions during filing.

Skills

Tax research

Tax compliance

Client communication

Review techniques

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Tax software

Job description

Location: Southern New Hampshire / Remote

Compensation: $100,000–$120,000 Base Salary + Bonus + Comprehensive Benefits

About the Opportunity

An established and growing financial services firm in Southern New Hampshire is seeking an experienced Senior Tax Accountant / Senior Tax Associate to join its team. This is an excellent opportunity for a CPA who enjoys the technical aspects of tax preparation and review but is interested in moving beyond the traditional public accounting environment. The firm provides comprehensive tax and wealth advisory services to high-net-worth individuals, families, and privately held businesses. With an emphasis on personalized service and long-term client relationships, the organization offers a collaborative environment where tax professionals can work closely with experienced financial advisors and contribute to clients' broader financial goals. This position offers meaningful autonomy, direct client interaction, and the opportunity to serve as a trusted technical resource within a growing organization.

Key Responsibilities

• Prepare and review complex federal and state individual income tax returns, including those involving high-net-worth individuals and families.
• Prepare and review business tax returns, including partnerships, S corporations, and privately held businesses.
• Independently manage tax engagements from initial preparation through final review and filing.
• Review tax returns prepared by junior team members, ensuring accuracy and compliance with applicable regulations.
• Research and resolve complex federal and state tax matters, providing guidance on technical tax questions.
• Work directly with clients to gather documentation, address tax-related questions, and provide guidance throughout the filing process.
• Collaborate with financial advisors and wealth planning professionals on tax considerations involving investments, retirement planning, capital gains, and other financial matters.
• Maintain accurate tax workpapers, engagement documentation, and filing records.
• Identify opportunities to improve tax preparation processes, quality control, and overall client service.
• Serve as a technical resource to colleagues and contribute to a collaborative, team-oriented environment.

Qualifications

• Active CPA license required.
• Several years of progressive tax accounting experience, preferably within a public accounting firm, tax advisory practice, or wealth management organization.
• Strong experience preparing and reviewing complex individual income tax returns (Form 1040).
• Experience with partnership (Form 1065) and S corporation (Form 1120-S) tax returns.
• Demonstrated ability to independently manage tax engagements and review the work of other tax professionals.
• Strong knowledge of federal and state tax regulations, particularly those affecting high-net-worth individuals and privately held businesses.
• Experience researching and resolving complex tax matters.
• Proficiency with professional tax preparation software.
• Strong organizational skills and the ability to manage multiple deadlines.
• Excellent communication skills and a client-focused approach.
• Bachelor's degree in Accounting, Finance, or a related field preferred.
• Base salary of $100,000–$120,000, depending on experience.
• Comprehensive health and welfare benefits.
• Generous paid time off and workplace flexibility.
• Employer-sponsored retirement plan with company contributions.
• Professional development and continuing education opportunities.
• Supportive, collaborative work environment.
• Long‑t… etc

Why Consider This Opportunity?

For a CPA who enjoys tax work but is ready for a change from the traditional public accounting environment, this position offers an opportunity to continue developing technical expertise while working in a more personalized, relationship-focused setting. Rather than focusing solely on tax return volume, you'll have the opportunity to build lasting client relationships, collaborate with financial planning professionals, and contribute to a broader wealth advisory process. The firm values technical expertise, professional independence, and a team-oriented approach, making this an attractive opportunity for someone seeking a stable, long-term career with meaningful responsibility.

Qualified candidates with an active CPA license and experience preparing and reviewing individual and business tax returns are encouraged to apply.