Senior Tax Associate

Source Advisors; United States; On-site; USD 95,000 - 125,000; Full time

Job summary

Source Advisors, a specialized tax consulting firm, seeks a Senior Tax Associate for its State and Local Tax practice. You will lead engagements with a primary focus on sales and use tax, while leveraging familiarity with other SALT areas.

You will guide junior staff, liaise with managers and partners, and deliver comprehensive tax solutions to clients. You will manage client relationships, provide strategic SALT insights, and contribute to growth of the SALT practice within the firm.

Qualifications

• Bachelor's or Master's degree in accounting, finance, or related field; CPA or similar accreditation preferred.
• Three years of experience in sales and use tax consulting within a public accounting firm; familiarity with SALT areas is a plus.
• Deep understanding of SALT laws, regulations, and multistate issues; ability to address complex tax situations.

Responsibilities

• Develop and implement advanced tax planning strategies focusing on sales and use tax, nexus, exemptions, and multistate compliance.
• Research SALT issues, interpret legislation, and provide strategic advice on complex client SALT situations.
• Serve as primary client contact, delivering strategic tax guidance and maintaining strong client relationships.
• Lead and manage sales and use tax audits, prepare documentation, respond to tax authorities, and represent clients in negotiations.
• Mentor junior associates, review work, and collaborate with managers and partners to meet departmental goals.
• Maintain thorough documentation for SALT positions and ensure compliance with firm standards.

Skills

Analytical thinking

Communication skills

Leadership

Client service

Project management

Education

Bachelor's or Master's in accounting/finance

Tools

Vertex

Avalara

CCH Sales Tax

Thomson Reuters ONESOURCE

Excel

Word

PowerPoint

Job description

Source Advisors is a specialized tax consulting firm committed to partnering with CPA firms—and their clients—as an advisory source in maximizing government-sponsored tax credits, deductions, and incentives. We are experts in the legislation governing these incentives and assist CPA firms and companies in navigating the evolving laws. Our industry experience and expertise in tax codes have helped businesses claim billions of dollars in tax credits and incentives.

Job Summary

As a Senior Tax Associate in our State and Local Tax group, you will be a key player in providing advanced tax services with a primary focus on sales and use tax. This role requires high technical expertise in sales and use tax alongside familiarity with other SALT taxes (i.e. state income tax and property tax). You will lead engagements, oversee tax associates, and deliver comprehensive tax solutions across various SALT areas. You will collaborate closely with managers and partners, contributing to the growth and success of the SALT practice.

Key Responsibilities

• Develop and implement advanced tax planning strategies with a particular emphasis on sales and use tax issues, such as nexus, exemption certificates, and multistate compliance, while also covering other SALT areas like state income tax and property tax.
• Conduct thorough research on SALT issues, interpret new legislation, and provide strategic advice on complex client situations involving SALT tax implications.
• Serve as the primary contact for key clients, delivering strategic advice on tax matters, resolving complex client inquiries, and fostering strong client relationships.
• Lead and manage sales and use tax audits, prepare required documentation, respond to inquiries from tax authorities, and represent clients in audit negotiations.
• Mentor junior associates, reviewing their work, supporting their professional development, and collaborating with managers and partners to achieve departmental goals.
• Maintain comprehensive documentation for sales and use tax positions and ensure adherence to compliance requirements and firm standards.

Qualifications

• Bachelors or Masters degree in accounting, finance, or a related field; CPA, CMI or similar accreditation preferred.
• Three years of experience in sales and use tax consulting within a public accounting firm, with additional familiarity in state income tax, property tax, and other SALT areas as a plus.
• Deep understanding of sales and use tax laws, regulations, and compliance requirements, with the ability to address complex multistate tax issues.
• Knowledge of sales and use tax-specific software systems such as Vertex, Avalara, CCH Sales Tax, and Thomson Reuters ONESOURCE.
• Proficiency in general tax and accounting software, including advanced skills in Microsoft Office Suite (Excel, Word, PowerPoint).
• Strong analytical, problem-solving, and organizational skills, with a demonstrated ability to manage multiple priorities in a demanding environment.
• Exceptional communication and client service skills, with experience in building and maintaining client relationships.
• Proven leadership abilities and a commitment to mentoring and developing junior staff.