Senior Tax Associate

CFS; New York (NY); Remote; USD 95,000 - 125,000; Full time

Benefits offered by this job

Remote work (100% remote)

Job summary

CFS is seeking a Senior Tax Associate to join a fully remote team in the United States. You will prepare and review tax returns for individuals, partnerships, and S corporations while expanding into tax planning and advisory work.

You will work closely with Managers and Partners on strategic client initiatives, gain exposure to proactive advisory relationships, and benefit from a mentorship-driven path with clear advancement opportunities within the firm.

Qualifications

• 3-5 years of public accounting tax experience.
• CPA or EA designation required.
• Experience with Individual, Partnership, and S Corporation tax returns.
• Exposure to tax planning and advisory services.
• Ability to analyze financial statements and identify planning opportunities.

Responsibilities

• Prepare and review Individual, Partnership, and S Corporation tax returns.
• Participate in tax planning engagements and quarterly client advisory meetings.
• Assist with implementing tax strategies and planning recommendations.
• Collaborate with team members and mentor junior staff.

Skills

Public accounting tax experience

CPA or EA designation

Tax planning & advisory experience

Education

CPA or EA certification

Job description

Senior Tax Associate

Salary: $95,000 - $125,000 + Performance-Based Bonus

Why This Opportunity Stands Out:

• 100% remote work environment with flexibility and autonomy
• Expand your experience beyond return preparation through tax planning and advisory work
• Partner directly with experienced Managers and Partners on strategic client initiatives
• Gain exposure to proactive, advisory-focused client relationships
• Contribute to meaningful tax-saving strategies that create measurable client value
• No timesheets, allowing you to focus on impactful work instead of tracking hours
• Ongoing mentorship from highly experienced tax professionals invested in your growth
• Clear career progression with advancement opportunities into Senior and Management-level roles
• Opportunity to influence client outcomes and participate in a growing firm's success
• Competitive compensation package with bonus potential

Key Responsibilities for the Senior Tax Associate:

• Prepare and review Individual, Partnership, and S Corporation tax returns
• Participate in tax planning engagements and quarterly client advisory meetings
• Assist with implementing tax strategies and planning recommendations
• Analyze financial statements to identify tax-saving opportunitiesSupport entity structure reviews and compensation planning projects
• Collaborate with team members and provide guidance to junior staff when needed

Qualifications for the Senior Tax Associate:

• 3-5 years of public accounting tax experience
• CPA or EA designation required
• Experience with Individual, Partnership, and S Corporation tax returns
• Exposure to tax planning and advisory services
• Ability to analyze financial statements and identify planning opportunities
• Prior experience reviewing staff work or mentoring junior professionals preferred