Senior Tax Associate

Elevate; New York (NY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Bonus opportunity

CPA development support

Flexible work environment

Job summary

Elevate LLC, a growing professional services platform, seeks an experienced Tax Senior in New York to join a partner firm in Union Square. The role targets a tax professional with 3-5 years of public accounting experience, handling a diverse client base and a variety of tax returns.

You will assist with tax compliance, tax planning support, client communications, and year-round tax-related projects, in a collaborative team environment.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required
• 3-5 years of public accounting tax experience required
• Experience preparing individual and business tax returns preferred
• Strong understanding of federal and state tax compliance required
• Proficiency with tax preparation software and Excel required

Responsibilities

• Prepare and review federal, state, and local tax returns for corporations, partnerships, and trusts (preferred) and individuals.
• Prepare tax workpapers and supporting documentation.
• Analyze financial statements and client records to ensure accurate tax reporting.
• Research tax issues and assist with notices and compliance matters.
• Communicate with clients to gather information and address tax questions.
• Assist with tax planning projects and special engagements.
• Maintain knowledge of tax laws and filing requirements.
• Meet deadlines during busy seasons through collaboration with team.

Skills

Tax compliance

Client communication

Excel proficiency

Tax software

Education

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

Tools

Tax preparation software

Microsoft Excel

Job description

Expected Salary Range: $80,000-110,000, depending on experience

About Elevate

Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture.

A partner firm of Elevate located in Union Square, New York City is seeking an experienced Tax Senior to join its growing team. This role is ideal for a tax professional with 3-5 years of public accounting experience who enjoys working with a diverse client base and preparing a variety of tax returns. The successful candidate will assist with tax compliance, tax planning support, client communications, and year-round tax-related projects.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for:
• Corporations (C-Corp and S-Corp)
• Partnerships
• Trusts and Estates (preferred)
• Prepare tax workpapers and supporting documentation.
• Analyze financial statements, general ledgers, and client records to ensure accurate tax reporting.
• Research tax issues and assist with resolving tax notices and compliance matters.
• Communicate directly with clients to gather information and address tax-related questions.
• Assist with tax planning projects and special engagements.
• Maintain current knowledge of tax laws, regulations, and filing requirements.
• Collaborate with firm leadership and team members to meet deadlines during busy seasons.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, or related field.
• 3-5 years of public accounting tax experience.
• Experience preparing individual and business tax returns.
• Strong understanding of federal and state tax compliance.
• Proficiency with tax preparation software and Microsoft Excel.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple engagements and meet deadlines.

Preferred

• CPA license or active CPA candidate preferred.
• Experience with multi-state tax filings.
• Experience working with closely held businesses and high-net-worth individuals.
• Exposure to tax planning and consulting engagements.

Desired Attributes

• Detail-oriented and highly organized.
• Strong client service mindset.
• Collaborative team player.
• Ability to work independently and take ownership of assignments.
• Eagerness to learn and grow within the firm.

Compensation for this role is based on experience and is aligned with market rates. We value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• Competitive salary based on experience.
• Performance-based bonus opportunity.
• Professional development and CPA support.
• Flexible work environment.

Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Elevate and its related subsidiaries are equal opportunity employers. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.