Senior Tax Associate

NextGenEnergyJobs; Portland, Northern (OR, KY); Hybrid; USD 90,000 - 125,000; Full time

Job summary

NextGenEnergyJobs seeks a CPA tax professional with 3-5 years in public accounting to provide planning, consulting, and compliance services for diverse clients.

You will oversee preparation and review of returns for partnerships, S corporations, corporations, and individuals, coordinating with onshore and offshore teams, while leveraging AI-enabled tools to boost efficiency.

Strong communication, client service, and ability to manage multiple engagements are essential; CPA or EA preferred.

Qualifications

• Bachelor's degree in accounting or equivalent.
• 3-5 years of public accounting tax experience.
• Experience preparing and reviewing tax returns for partnerships, S corporations, corporations, and individuals.

Responsibilities

• Interacting closely with clients to provide tax planning, consulting, and compliance services benefiting clients in diverse industries
• Oversee the preparation and timely filing of all required tax returns
• Reviewing workpapers, trial balances, and supporting documentation to ensure accuracy, completeness, and compliance
• Taking ownership of assigned client engagements and helping drive projects through timely completion
• Working on real estate-focused tax matters including partnership allocations, multi-state filings, consolidated trial balances, and related compliance issues
• Researching tax issues and identifying opportunities to support client objectives and planning strategies
• Collaborating directly with clients to gather information, answer questions, and provide responsive service
• Responding to review comments, resolving technical issues, and incorporating feedback efficiently
• Reviewing work prepared by junior staff and providing coaching, guidance, and constructive feedback
• Collaborating with offshore preparation teams and reviewing simpler returns to ensure quality and consistency
• Leveraging tax technology, automation, and AI-enabled tools to improve efficiency and service delivery
• Building strong client relationships through proactive communication and exceptional service
• Working closely with Managers, Directors, and Partners to deliver high-quality tax solutions and support client growth initiatives

Skills

Tax planning

Client communication

Public accounting

Reviewing returns

Project management

Team collaboration

AI-enabled tools

Education

Bachelor's degree in Accounting

Tools

Tax software

Automation tools

AI-enabled solutions

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

Key Responsibilities

• Interacting closely with clients to provide tax planning, consulting, and compliance services benefiting clients in diverse industries
• Oversee the preparation and timely filing of all required tax returns
• Reviewing workpapers, trial balances, and supporting documentation to ensure accuracy, completeness, and compliance
• Taking ownership of assigned client engagements and helping drive projects through timely completion
• Working on real estate-focused tax matters including partnership allocations, multi-state filings, consolidated trial balances, and related compliance issues
• Researching tax issues and identifying opportunities to support client objectives and planning strategies
• Collaborating directly with clients to gather information, answer questions, and provide responsive service
• Responding to review comments, resolving technical issues, and incorporating feedback efficiently
• Reviewing work prepared by junior staff and providing coaching, guidance, and constructive feedback
• Collaborating with offshore preparation teams and reviewing simpler returns to ensure quality and consistency
• Leveraging tax technology, automation, and AI-enabled tools to improve efficiency and service delivery
• Building strong client relationships through proactive communication and exceptional service
• Working closely with Managers, Directors, and Partners to deliver high-quality tax solutions and support client growth initiatives

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)