Senior Tax Associate - Hybrid, Client-Focused Growth

Whitman Advisory Job Community; Delaware; Hybrid; USD 90,000 - 130,000; Full time

Job summary

Whitman Advisory, on behalf of our client, is seeking a Senior Tax Associate in Middletown, Delaware. This full-time role offers a hybrid schedule with on-site work Mon-Thurs and a client-focused, collaborative firm culture.

The candidate should have 2+ years of public accounting tax experience, with CPA/EA or a licensed tax preparer designation preferred. Proficiency in QuickBooks, UltraTax, and Accounting CS is advantageous.

Qualifications

• 2+ years of public accounting experience in a tax-focused role required
• CPA, EA, or licensed tax preparer designation preferred
• Strong understanding of individual and business taxation concepts, regulations, and compliance requirements
• Experience handling federal, state, and local income and payroll tax matters
• Knowledge of QuickBooks Online and QuickBooks Desktop
• Proficiency in Microsoft Excel, Word, and Outlook
• Experience with UltraTax and Accounting CS is a plus
• Strong organizational skills, attention to detail, and communication abilities
• Ability to learn new processes quickly and execute consistently in a fast-paced environment

Responsibilities

• Prepare and review business and individual tax returns from initial client engagement through filing and delivery
• Prepare monthly, quarterly, and annual tax projections
• Communicate proactively with clients regarding tax matters and planning opportunities
• Maintain and organize tax records and client databases
• Record and review tax-related accounting entries
• Research and apply tax reduction and planning strategies
• Prepare and/or review financial statements
• Respond to federal, state, and local tax notices and inquiries
• Assist clients with ongoing tax compliance and advisory needs

Skills

Public accounting

Client-focused

Communication skills

Organizational skills

Education

CPA/EA or licensed tax preparer designation

Tools

QuickBooks Online

QuickBooks Desktop

Excel

Word

Outlook

UltraTax

Accounting CS

Job description

Whitman Advisory, on behalf of our client, is seeking a Senior Tax Associate in Middletown, Delaware. This full-time role offers a hybrid schedule with on-site work Mon-Thurs and a client-focused, collaborative firm culture.

The candidate should have 2+ years of public accounting tax experience, with CPA/EA or a licensed tax preparer designation preferred. Proficiency in QuickBooks, UltraTax, and Accounting CS is advantageous.