Senior Tax Associate

Whitman Advisory Job Community; New Jersey; Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

401(k)

Healthcare

PTO

Support for CPA exam

Job summary

A prominent CPA firm is seeking a Tax Senior Associate based in New Jersey or Long Island. This role involves preparing and reviewing tax returns for individuals and businesses, assisting with tax planning, and conducting tax research. Ideal candidates have 2–5 years of public accounting experience and a Bachelor's degree in Accounting or Finance. The position offers competitive salary, bonuses, and access to mentorship and career development opportunities. This is a full-time position focusing on tax accounting.

Qualifications

• 2–5 years of public accounting experience with a focus on tax.
• Experience preparing 1040, 1065, 1120, and/or 1120S returns.
• Willingness to learn and improve skills.

Responsibilities

• Prepare and review individual, partnership, and corporate income tax returns.
• Assist with tax planning and compliance for closely held businesses.
• Perform tax research on federal and state issues.

Skills

Attention to detail

Analytical skills

Communication skills

Proficiency in Microsoft Excel

Education

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

CPA or CPA-track preferred

Tools

Lacerte

ProSystem

UltraTax

Job description

Tax Senior Associate – New Jersey or Long Island

Location: New Jersey or Long Island, NY (onsite or hybrid – adjust as needed)

Reports To: Tax Manager / Partner

About the Firm

We are a growing network of established CPA firms across the U.S., backed by a family office and built on a national platform focused on long‑term growth and innovation. We combine the stability of traditional public accounting with the growth mindset of a modern firm.

Position Summary

We are seeking a Tax Senior Associate to support and lead tax engagements across individual, partnership, and corporate clients. This role is ideal for a tax professional with public accounting experience who wants more client‑facing work, technical development, and a clear path toward Senior and Manager level responsibilities. Opportunities are available in both New Jersey and Long Island offices.

Key Responsibilities

• Prepare and review individual, partnership, and corporate income tax returns under the guidance of managers and partners.
• Assist with tax planning and compliance for closely held businesses and high‑net‑worth individuals.
• Perform tax research on federal and state issues and prepare supporting workpapers and documentation.
• Communicate with clients to gather information, resolve questions, and support ongoing relationships.
• Help train and review work of more junior staff where applicable.
• Identify opportunities to improve processes and support firm best practices.
• Participate in meetings and calls with clients, providing timely and accurate follow‑up.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA or CPA‑track preferred.
• 2–5 years of public accounting experience with a focus on tax.
• Experience preparing 1040, 1065, 1120, and/or 1120S returns.
• Strong attention to detail, analytical skills, and willingness to learn.
• Proficiency in Microsoft Excel and familiarity with tax software (e.g., Lacerte, ProSystem, UltraTax, or similar).
• Good communication skills and a collaborative mindset.

Why Join

• Competitive salary and performance‑based bonuses.
• 401(k), healthcare, and PTO.
• Support for CPA exam and licensure (where applicable).
• Direct access to managers and partners with real mentorship.
• Exposure to diverse industries and client types.
• A clear, supported career path within a growing national platform.

Seniority level

• Associate

Employment type

• Full‑time

Job function

• Accounting/Auditing
• Industries: Accounting

Interested or know someone who fits? Let’s connect.