Senior Tax Associate

Elevate; New York (NY); Vor Ort; USD 80.000 - 110.000; Vollzeit

Benefits dieser Stelle

Flexible work environment

Professional development and CPA

Salary based on experience

Zusammenfassung

Elevate LLC is seeking an experienced Tax Senior to join a partner firm located in Union Square, New York City. You will prepare and review federal, state, and local tax returns for corporations, partnerships, and trusts, and assist with tax planning and compliance.

The ideal candidate has 3-5 years of public accounting tax experience, strong communication skills, and proficiency with tax software and Excel.

Qualifikationen

• 3-5 years of public accounting tax experience.
• Experience preparing individual and business tax returns.
• Strong understanding of federal and state tax compliance.
• CPA track or CPA license preferred.

Aufgaben

• Prepare and review federal, state, and local tax returns for corporations, partnerships, trusts.
• Prepare tax workpapers and supporting documentation.
• Analyze financial statements and client records for accurate tax reporting.
• Research tax issues and assist with notices and compliance.
• Communicate with clients to gather information and address questions.
• Assist with tax planning projects and special engagements.

Kenntnisse

Tax compliance

Tax planning

Client communications

Tax research

Ausbildung

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

CPA license or active CPA candidate preferred

Tools

Tax preparation software

Microsoft Excel

Jobbeschreibung

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.