Senior Tax Associate

Jobot; Norwalk (CT); On-site; USD 95,000 - 120,000; Full time

Benefits offered by this job

PTO: 18 days

8 paid holidays

Medical, dental, vision insurance

401(k) with company contribution

CPA study support

Educational assistance

Volunteer time off

Hybrid flexibility

Job summary

Jobot in Norwalk, CT is seeking a Senior Tax Associate to prepare and review complex federal and multi-state tax returns for diverse clients. You will build strong client relationships, deliver high-quality service, and identify planning opportunities to support clients’ financial goals.

The role offers on-site work with hybrid flexibility, growth into advisory work, and a collaborative culture focused on career advancement. CPA eligibility is preferred and travel is occasional.

Qualifications

• Bachelor's degree in Accounting or related field.
• 3–7 years of public accounting experience with emphasis on tax.
• CPA license or eligibility preferred.

Responsibilities

• Prepare and review complex federal and multi-state returns for business, fiduciary, and individuals.
• Build strong client relationships by delivering timely, accurate service.
• Identify tax planning opportunities and advise clients on financial needs.
• Research federal, state, and local tax matters and provide practical recommendations.
• Assist with tax planning, projections, and extensions.

Skills

Tax return prep

Client communication

Tax research

Review complex returns

Time management

Travel willingness

Education

Bachelor's degree in Accounting

Job description

Senior Tax Associate

$95000 - $120000 per year | Norwalk, CT | On-site | Permanent

Work on Complex Tax Returns & Grow Your Career | Client Exposure, Career Advancement & Hybrid Flexibility

A bit about us:

Our top client is a well-established public accounting and advisory firm providing tax, audit, accounting, and consulting services to entrepreneurs, business owners, organizations, and individuals.

With a relationship-driven approach, the firm goes beyond traditional compliance to anticipate client needs, identify opportunities, and deliver proactive tax planning and advisory solutions. Its diverse client base spans industries including agriculture, healthcare, cannabis, professional services, and more.

The team values collaboration, professional development, and building lasting client relationships while providing professionals with opportunities to expand their technical expertise and take greater ownership of their careers.

Why join us?

Build Your Technical Expertise: Work on complex federal and multi-state business, fiduciary, and individual tax matters while expanding your experience in tax planning, research, and consulting.

Move Beyond Compliance: Gain exposure to proactive tax planning and client advisory work, helping clients identify opportunities and make informed financial decisions throughout the year.

Grow Your Client Relationships: Work directly with clients and collaborate with Partners and other experienced professionals, developing the communication, relationship management, and business skills needed for long-term career success.

Take the Next Step in Your Career: Continue developing your tax return review skills, take greater ownership of engagements, and gain opportunities to mentor junior team members. This is an excellent opportunity for a tax professional ready to grow beyond preparation and build toward future leadership responsibilities.

A Collaborative, Supportive Culture: Join a team that values curiosity, initiative, teamwork, and continuous improvement, where you'll have opportunities to contribute ideas and make a meaningful impact.

Competitive Benefits and Flexibility:

• 18 days of paid time off and 8 paid holidays.


• Medical, dental, and vision insurance, with HSA and FSA options.


• 401(k) with a generous company contribution.


• Access to a personal financial planner, plus legal and life insurance benefits.


• Educational assistance for CPA studies and other qualifying educational expenses.


• Paid time to give back to the community through volunteer opportunities.


• Hybrid flexibility, combining in-office collaboration with remote work.

Job Details

What You'll Do:

• Prepare and review complex federal and multi-state business, fiduciary, and individual income tax returns.


• Build strong client relationships by delivering timely, accurate, and high-quality service.


• Identify tax planning opportunities and additional ways to support clients' business and personal financial needs.


• Research federal, state, and local tax matters and develop practical recommendations.


• Assist with tax planning, projections, estimated payments, extensions, and other compliance requirements.


• Respond to IRS and other taxing authority inquiries as needed.


• Stay current on tax law and regulatory changes and evaluate their impact on clients.


• Analyze financial statements and client information to identify tax considerations and planning opportunities.


• Continue developing tax return review capabilities and provide guidance, training, and support to less-experienced team members.


• Contribute to improvements in internal tax processes, procedures, and workpapers.


• Collaborate with Partners and other professionals to deliver an integrated client experience.


• Pursue ongoing technical and professional development through training, continuing education, and industry involvement.

What You'll Bring

• Bachelor's degree in Accounting or a related field.


• 3–7 years of public accounting experience, with an emphasis on tax.


• Experience preparing and/or reviewing complex business and individual income tax returns, including corporate, partnership, LLC, and individual filings.


• CPA license or eligibility to sit for the CPA exam preferred.


• Experience with tax planning, projections, and technical tax research.


• Strong understanding of financial statements and accounting principles.


• The ability to research complex tax issues, identify potential risks or opportunities, and develop practical solutions.


• Strong organizational and time-management skills, with the ability to manage competing priorities and deadlines.


• Excellent written and verbal communication skills and a commitment to outstanding client service.


• The ability to build effective relationships with clients and colleagues.


• Experience providing guidance or training to less-experienced team members.


• A curious, proactive mindset and willingness to ask questions, learn, and take initiative.


• Adaptability and comfort working in a fast-paced, evolving environment.


• Willingness to travel to client locations occasionally, as needed.

Work Arrangement: This position offers in-office and hybrid flexibility. Candidates must reside within a commutable distance of the firm's Norwalk, CT office.

An Inclusive Workplace: You don't need to check every box to apply. The firm values diverse experiences, backgrounds, and perspectives and is committed to providing equal employment opportunities in a workplace where everyone has the opportunity to thrive.

Ready to take your tax career to the next level? If you're looking to deepen your technical expertise, expand your client advisory experience, and build a strong foundation for future career growth, we'd welcome the opportunity to connect.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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