Senior Tax Associate

The MB Group, LLC; Plano (TX); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Opportunities for advancement

Paid time off

Vision insurance

Job summary

The MB Group, LLC is a CPA firm based in Plano, TX, seeking a dynamic Senior Tax Associate to prepare and review business and individual tax returns while mentoring junior team members and serving as a trusted advisor to clients.

We offer a supportive culture with opportunities for advancement and a focus on professional growth. Hybrid remote work in Plano, TX is available, with a commitment to client service and a long-term partnership mindset.

Qualifications

• Bachelor’s degree in Accounting.
• CPA license or CPA candidate with 4-5 years of federal tax preparation experience in a public accounting firm.
• Proficiency with ProSystem fx/Axcess Tax, Engagement, and Fixed Assets.
• Strong technical tax knowledge with a desire to help clients optimize tax efficiency.
• Prior experience reviewing tax returns and mentoring staff level team members.
• Excellent written and verbal communication skills; able to clearly explain complex tax concepts to clients.
• Fast learner who works efficiently, asks questions proactively, and takes initiative.
• Strong organizational skills with the ability to manage multiple assignments and follow-up items.

Responsibilities

• Prepare and review tax returns prepared by staff associates to ensure accuracy, completeness, and compliance.
• Provide advisory support on tax strategies, and help train staff-level associates through coaching and technical guidance.
• Perform tax research to address client questions, analyze financial information, identify tax planning opportunities, and confirm compliance.
• Communicate with clients to gather information, provide updates, and ensure timely completion of deadlines.

Skills

Tax planning

Mentoring

Communication

Time management

Education

Bachelor’s degree in Accounting

CPA license or CPA candidate

Tools

ProSystem fx

Engagement

Fixed Assets

Job description

We're a CPA firm based in Plano, TX, and we're looking for a dynamic, detail-oriented Senior Tax Associate to join our growing team. In this role, you'll prepare and review business and individual tax returns while mentoring junior team members and serving as a trusted advisor to clients.

We have a genuinely supportive culture with great tenure across the team. We care about our people, invest in their growth, and offer meaningful opportunities for advancement.

Responsibilities

• Prepare and review tax returns prepared by staff associates to ensure accuracy, completeness, and compliance
• Provide advisory support on tax strategies, and help train staff-level associates through coaching and technical guidance
• Perform tax research to address client questions, analyze financial information, identify tax planning opportunities, and confirm compliance
• Communicate with clients to gather information, provide updates, and ensure timely completion of internal and external deadlines

Minimum Qualifications

• Bachelor’s degree in Accounting
• CPA license or CPA candidate with 4-5 years of federal tax preparation experience in a public accounting firm
• Proficiency with CCH ProSystem fx / Axcess Tax, Engagement, and Fixed Assets
• Strong technical tax knowledge with a desire to help clients optimize tax efficiency; proactive, innovative thinker with an interest in building long-term consulting expertise
• Prior experience reviewing tax returns and mentoring or coaching staff level team members required
• Excellent written and verbal communication skills; able to clearly explain complex tax concepts to clients in a supportive and informative manner
• Fast learner who works efficiently, asks questions proactively, and takes initiative
• Strong organizational skills with the ability to manage multiple assignments and follow-up items simultaneously

Pay: $80,000.00 - $95,000.00 per year

• 401(k) matching
• Health insurance
• Opportunities for advancement
• Paid time off
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• Tax: 4 years (Required)

License/Certification:

• CPA (Preferred)
• Work Location: Hybrid remote in Plano, TX 75024

We are an equal opportunity employer and are committed to maintaining a harassment-free workplace for all applicants and employees, regardless of race, color, religion, national origin, gender, age, disability, sexual orientation, veteran status, or any other protected category.