Senior Tax Associate

EthicsPro Tax | Planning & Strategy; United States; Remote; USD 85,000 - 130,000; Full time

Job summary

EthicsPro Tax | Planning & Strategy is seeking a tax professional with 4+ years of public accounting experience to join our team in the United States. You will prepare and review year-end returns for small businesses and high-net-worth individuals, and support planning engagements.

You will mentor junior staff, review workpapers, stay current on tax law, and collaborate across the tax team to deliver accurate, timely deliverables.

Qualifications

• 4+ years of public accounting experience focused on individual and small business tax.
• CPA or EA preferred (or actively pursuing).
• Strong understanding of tax compliance and planning concepts.
• Ability to identify errors, inconsistencies, and missing documentation and communicate review feedback.
• Strong problem solving and interpersonal communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Advanced Excel skills and willingness to learn new tools quickly.
• Attention to detail and commitment to high-quality work.
• Ability to work independently and in a team.

Responsibilities

• Prepare and review year-end tax returns for small business clients and high net worth individuals.
• Support tax planning engagements by preparing analyses and assisting in client-facing discussions.
• Prepare materials for tax planning kickoff, implementation, and quarterly meetings and participate in client calls as needed.
• Record tax entries within client accounting systems and identify potential errors or inconsistencies.
• Review tax returns and supporting workpapers prepared by junior staff for accuracy, completeness, and proper application of tax strategies; provide actionable feedback and verify corrections.
• Assist in identifying tax planning opportunities during preparation and review and escalating recommendations to senior team members.
• Ensure tax returns and supporting workpapers reflect applied strategies and are completed accurately and on time, resolving review findings and escalating complex issues as needed.
• Conduct research on tax legislation and IRS guidance to support client strategies.
• Stay current on evolving tax laws and industry trends.
• Collaborate with the tax team to improve preparation and review processes, efficiency, and consistency in deliverables.

Skills

Public accounting

Tax planning

Analytical skills

Excel

Communication

Multi-tasking

Education

CPA or EA preferred

Job description

KEY RESPONSIBILITIES:

• Prepare and review year-end tax returns for small business clients and high net worth individuals


• Support tax planning engagements by preparing analyses and assisting in client-facing discussions


• Prepare materials for tax planning kickoff, implementation, and quarterly meetings and participate in client calls as needed


• Record tax entries within client accounting systems and identify potential errors or inconsistencies


• Review tax returns and supporting workpapers prepared by junior staff for accuracy, completeness, and proper application of tax strategies; provide actionable feedback and verify that corrections are completed


• Assist in identifying tax planning opportunities during preparation and review and escalating recommendations to senior team members


• Ensure tax returns and supporting workpapers reflect applied strategies and are completed accurately and on time, resolving review findings and escalating complex issues as needed


• Conduct research on tax legislation and IRS guidance to support client strategies


• Stay current on evolving tax laws and industry trends


• Collaborate with the tax team to improve preparation and review processes, efficiency, and consistency in deliverables

QUALIFICATIONS:

• 4+ years of experience in public accounting with a focus on individual and small business tax, including experience reviewing tax returns and supporting workpapers


• CPA or EA preferred (or actively pursuing)


• Strong understanding of tax compliance and foundational tax planning concepts


• Ability to identify errors, inconsistencies, and missing documentation and communicate clear, constructive review feedback


• Strong problem solving and interpersonal communication skills


• Ability to manage multiple priorities and meet deadlines in a fast-paced environment


• Advanced Excel skills


• Willingness and ability to learn new tools and technologies quickly


• Strong attention to detail and commitment to delivering accurate, high-quality work


• Ability to work both independently and collaboratively within a team environment


• Maintains a low-ego, solutions-oriented approach to problem solving

This role is designed to give a clear picture of what the position involves, but responsibilities may shift as the business grows and priorities change.

We offer competitive compensation and benefits that support our team both professionally and personally.

EthicsPro Tax | Planning & Strategy is committed to building a team based on merit, respect, and opportunity. We consider all qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.

Employment with EthicsPro is at-will.