Senior Tax Associate (Investments)

Monfalcone & Garris, PC; Charlottesville (VA); On-site; USD 75,000 - 105,000; Full time

Job summary

Monfalcone & Garris, PC in Charlottesville, VA is seeking a Tax Senior Associate to prepare and review tax returns, provide expert client consultations, and develop strategic tax planning solutions.

You will work with a small team, stay current on IRS regulations through research, and help train junior staff. Requires 4+ years in tax accounting; CPA or CPA candidate preferred; Bachelor's in Accounting or Finance.

Qualifications

• 4+ years of experience in tax accounting
• Bachelor's degree in Accounting or Finance
• CPA or CPA candidate preferred
• Knowledge of tax law and IRS regulations

Responsibilities

• Prepare and review tax returns to ensure accuracy and compliance
• Consult with clients to clarify tax issues and provide expert advice
• Develop strategic tax planning initiatives tailored to client needs
• Collaborate effectively within a team to deliver quality services and assist in training junior team members
• Conduct research on tax regulations and updates to maintain compliance

Job description

Job Description The Tax Senior Associate plays a vital role within a public accounting firm, specializing in comprehensive tax services for clients. This position involves preparing accurate tax returns, providing expert client consultations, and developing strategic tax planning solutions. Working collaboratively within a small team, the Tax Senior Associate ensures compliance with current regulations and contributes to regulatory research to stay ahead of tax law changes.

Prepare and review tax returns to ensure accuracy and compliance

Consult with clients to clarify tax issues and provide expert advice

Develop strategic tax planning initiatives tailored to client needs

Collaborate effectively within a team to deliver quality services and assist in training junior team members

Conduct research on tax regulations and updates to maintain compliance

4+ years of experience in tax accounting

~ CPA or CPA candidate preferred

~ Bachelor's degree in Accounting or Finance

Knowledge of tax law and IRS regulations

The firm's goal is to be the last stop our clients will need on their accounting and tax journey. The firm's goal is to be the last stop our clients will need on their accounting and tax journey.