Senior Tax Associate

Jobtailor; Oregon (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking an experienced tax professional to lead engagements from planning to completion. You will provide proactive tax planning, consulting, and compliance services to a diverse client base, with a strong emphasis on real estate tax matters and partnerships.

The role requires 3–5 years of public accounting tax experience, a Bachelor's in Accounting, and preferably a CPA or EA designation. You will mentor staff, collaborate with onshore/offshore teams, and leverage tax technology to

Qualifications

• Bachelor's degree in Accounting required.
• 3–5 years of public accounting tax experience.
• Experience preparing and reviewing tax returns for partnerships, S corporations, corporations, and individuals.
• Strong understanding of flow-through entities and closely held businesses.
• Ability to manage multiple engagements successfully.
• CPA or EA designation preferred.

Responsibilities

• Take ownership of tax engagements from planning through completion.
• Interact with clients to provide tax planning, consulting, and compliance services.
• Oversee preparation and timely filing of tax returns.
• Review workpapers, trial balances, and supporting documentation for accuracy and compliance.
• Own assigned client engagements and drive projects to timely completion.
• Work on real estate-focused tax matters, including partnership allocations, multi-state filings, and related compliance issues.
• Research tax issues and identify opportunities supporting client objectives and planning strategies.
• Gather information from clients, answer questions, and provide responsive service.
• Respond to review comments, resolve technical issues, and incorporate feedback.
• Review junior staff work and provide coaching, guidance, and feedback.
• Collaborate with offshore preparation teams and review simpler returns.
• Leverage tax technology, automation, and AI-enabled tools.
• Build strong client relationships through proactive communication and exceptional service.
• Work with Managers, Directors, and Partners to deliver tax solutions and support client growth initiatives.
• Gain exposure to engagement review, staff development, and increasing leadership responsibilities.

Skills

Tax Planning

Client Relationship Management

Strong Communication Skills

Coaching and Guidance

Proactive Client Service

Education

Bachelor's degree in Accounting

Tools

Tax Technology

Automation Tools

AI-Enabled Solutions

Job description

• Take ownership of tax engagements from planning through completion
• Interact closely with clients to provide tax planning, consulting, and compliance services
• Oversee preparation and timely filing of required tax returns
• Review workpapers, trial balances, and supporting documentation for accuracy, completeness, and compliance
• Own assigned client engagements and drive projects to timely completion
• Work on real estate-focused tax matters, including partnership allocations, multi-state filings, consolidated trial balances, and related compliance issues
• Research tax issues and identify opportunities supporting client objectives and planning strategies
• Gather information from clients, answer questions, and provide responsive service
• Respond to review comments, resolve technical issues, and incorporate feedback
• Review junior staff work and provide coaching, guidance, and feedback
• Collaborate with offshore preparation teams and review simpler returns
• Leverage tax technology, automation, and AI-enabled tools
• Build strong client relationships through proactive communication and exceptional service
• Work with Managers, Directors, and Partners to deliver tax solutions and support client growth initiatives
• Gain exposure to engagement review, staff development, and increasing leadership responsibilities

Requirements

• Bachelor's degree in Accounting
• 3-5 years of public accounting tax experience
• Experience preparing and reviewing tax returns for partnerships, S corporations, corporations, and individuals
• Strong understanding of flow-through entities and closely held businesses
• Experience reviewing workpapers and responding to review notes
• Ability to manage multiple engagements successfully
• Solid understanding of accounting fundamentals and CPA firm operations
• Experience working directly with clients and building trusted relationships
• Comfort working with tax technology, automation tools, and evolving AI-enabled solutions
• Ability to collaborate effectively with both onshore and offshore teams
• Strong written and verbal communication skills
• CPA or EA designation (preferred)

Core Competencies

Demonstrates expertise in tax planning, compliance, and consulting, with a strong focus on real estate tax matters and partnership allocations. Proven ability to manage client engagements, leverage tax technology, and provide exceptional service while mentoring junior staff.

Highest-signal resume keywords

• Tax Planning
• Tax Compliance
• Real Estate Tax Matters
• Client Relationship Management
• CPA or EA Designation

ATS Optimization Keywords

Hard Skills

• Tax Return Preparation
• Reviewing Workpapers
• Partnership Allocations
• Multi-State Filings
• Accounting Fundamentals

Soft Skills

• Strong Communication Skills
• Coaching and Guidance
• Proactive Client Service

Certifications & Qualifications

• CPA
• EA

Industry Keywords

• Public Accounting
• Flow-Through Entities
• Closely Held Businesses
• Engagement Review
• Staff Development

Tools & Technologies

• Tax Technology
• Automation Tools
• AI-Enabled Solutions