Senior Tax Associate

Magnify; United States; Sur place; USD 70 000 - 100 000; Plein temps

Résumé du poste

Magnify in Richmond, VA is seeking an experienced Tax Associate to join our fast-growing accounting and financial services firm. You will work closely with senior leadership on tax strategy, compliance, and advisory services beyond return preparation.

This client-facing role requires strong knowledge of federal and state taxes, proficiency with 1040, Partnership, and S-Corp returns, and the ability to guide clients on deductions and credits while maintaining organized records.

Qualifications

• 5+ years of tax preparation experience.
• Experience with 1040, Partnership, and S-Corp returns.
• CPA or EA designation preferred.
• Proficiency with QuickBooks and Excel.
• Strong knowledge of federal and state tax regulations.
• Excellent client-service communication.
• Experience in high-volume tax environments is a plus.

Responsabilités

• Prepare and review federal and state tax returns (1040, Partnership, and S-Corp).
• Manage tax planning and advisory work for a portfolio of clients.
• Analyze financial documents for accuracy and compliance.
• Advise clients on deductions, credits and tax-saving strategies.
• Stay current on tax laws, regulations, and filing requirements.
• Review completed returns for accuracy and resolve discrepancies.
• Collaborate with internal team and oversee junior staff as needed.
• Assist with onboarding new clients and maintaining organized tax records.

Connaissances

Tax returns (1040)

Partnership returns

S-Corp returns

Tax planning & advisory

Client communication

Formation

CPA/EA credential

Outils

QuickBooks

Excel

Description du poste

Salary: $70,000 - $100,000, Commensurate with experience

Overview:

We are seeking an experienced Tax Associate to join a fast-growing accounting and financial services firm based in Richmond, VA. This role offers the opportunity to work closely with senior leadership while supporting a unique and diverse client base. You’ll play a hands-on, client-facing role focused on tax strategy, compliance, and advisory services, not just return preparation.

This position is ideal for a tax professional who enjoys building relationships, solving complex problems, and growing within an entrepreneurial, collaborative environment.

What You’ll Do:

• Prepare and review federal and state tax returns, including Individual (1040), Partnership, and S-Corporation filings
• Manage tax planning and strategy for a portfolio of clients
• Analyze financial documents to ensure accuracy and compliance
• Advise clients on deductions, credits, and tax-saving strategies
• Stay current on tax laws, regulations, and filing requirements
• Review completed returns for accuracy and resolve discrepancies
• Collaborate with internal team members and oversee junior staff as needed
• Assist with onboarding new clients and maintaining organized tax records
• Serve as a trusted point of contact for tax-related questions and guidance

What We’re Looking For:

• 5+ years of tax preparation experience
• Strong experience with 1040, Partnership, and S-Corp returns
• CPA or EA designation preferred
• Proficiency with QuickBooks and Excel
• Solid understanding of federal and state tax regulations
• High attention to detail and strong analytical skills
• Excellent communication skills with a client-service mindset
• Experience in high-volume individual tax environments is a plus

Why This Role Stands Out:

• Client-facing work with meaningful impact
• Exposure to tax strategy, planning, and advisory services
• Opportunity to grow alongside a rapidly expanding firm
• Collaborative, supportive, and modern work culture