Senior Tax Associate - Lead Complex Returns, Client Impact

Orion Placement; Latham (NY); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Dental insurance

Flexible schedule

Health insurance

Life insurance

Retirement plan

Vision insurance

Job summary

Orion Placement in Latham, NY is seeking a Senior Tax Associate to advance your tax career within an established regional accounting firm. You will handle increasingly complex engagements, gain meaningful client exposure, and prepare tax returns with increasing independence.

You will research tax issues, write memoranda, and coordinate with partners and clients while coaching juniors and building leadership experience toward Tax Manager.

Qualifications

• 3+ years of public accounting experience.
• Strong tax research, analytical, and writing skills.
• Ability to manage multiple engagements and deadlines.
• CPA or progress toward CPA preferred but not required.

Responsibilities

• Prepare complex federal and state tax returns with increasing independence.
• Research complicated tax matters and document findings and conclusions.
• Write tax memoranda outlining issues, analysis, and recommendations.
• Serve as a client contact for routine questions and engagement needs.
• Communicate effectively with clients, partners, managers, and team members.
• Take ownership of tax engagement fieldwork and ensure timely completion.
• Delegate work and coach developing team members.
• Participate in technical training and professional development.
• Maintain professional standards per AICPA and protect client confidentiality.

Skills

Public accounting

Tax research

Technical writing

Client service

Communication

Time management

Education

Bachelor's degree in accounting

Master's degree in accounting

Job description

Orion Placement in Latham, NY is seeking a Senior Tax Associate to advance your tax career within an established regional accounting firm. You will handle increasingly complex engagements, gain meaningful client exposure, and prepare tax returns with increasing independence.

You will research tax issues, write memoranda, and coordinate with partners and clients while coaching juniors and building leadership experience toward Tax Manager.