Senior Tax Associate - Private Client Services

Aprio; Portland (OR); Ibrido; USD 82.000 - 134.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, Dental, and Vision Insurance

401k with Profit Sharing

Parental Leave

Tuition Assistance Program

CPA support program

Discretionary incentive compensation

Origination incentives

Wellness program

Remote and hybrid options

Descrizione del lavoro

Aprio, a Top 20 CPA and advisory firm with extensive office locations, is seeking a Senior Tax Associate to join our dynamic team in a flexible work environment. You will prepare and review federal and state returns, mentor junior staff, and collaborate with clients and partners to deliver strategic tax solutions across diverse industries.

You will engage in planning, research, and reviews, helping drive engagements to completion while strengthening client relationships and contributing to

Competenze

• Bachelor's degree in Accounting required or equivalent.
• 3–5 years of public accounting tax experience.
• Experience preparing and reviewing tax returns for partnerships, S corporations, corporations, and individuals.
• Strong understanding of flow-through entities and closely held businesses.
• Experience reviewing workpapers and trial balances.
• Ability to manage multiple engagements successfully.
• Solid understanding of accounting fundamentals and CPA firm operations.
• Experience working directly with clients and building trusted relationships.
• Excellent written and verbal communication skills.
• CPA or EA designation preferred.

Mansioni

• Prepare and review federal and state tax returns for partnerships, S corporations, C corporations, individuals, and some trust/estate engagements.
• Review workpapers, trial balances, and supporting documentation for accuracy.
• Own assigned engagements and drive projects through to completion.
• Research tax issues and identify planning opportunities for clients.
• Collaborate with clients to gather information and resolve tax questions.
• Respond to review comments and manage revisions efficiently.
• Support tax planning and consulting across industries.
• Mentor and develop junior team members through coaching and review of their work.
• Build strong client relationships through proactive communication and service.
• Work with managers and partners to deliver high-quality client outcomes.

Conoscenze

Tax preparation

Public accounting

Client communication

Tax software

CPA/EA knowledge

Team mentorship

Engagement management

Problem solving

Formazione

Bachelor's degree in Accounting

CPA or EA designation (preferred)

Strumenti

Tax software

Descrizione del lavoro

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

What You'll Gain / Impact

• Opportunity to serve as a trusted tax advisor to clients across diverse industries and business structures
• Hands-on experience with complex federal tax engagements including Corporate, S-Corp, and Partnership returns
• A collaborative, growth-oriented environment that actively supports your technical development and career advancement
• Direct impact on clients' tax strategies and long-term financial outcomes

Key Responsibilities:

As a Senior Tax Associate, your typical day may include:

• Preparing and reviewing federal and state tax returns for partnerships, S corporations, C Corporations, individuals, and some trust and estate engagements
• Reviewing workpapers, trial balances, and supporting documentation to ensure accuracy and completeness
• Taking ownership of assigned engagements and helping drive projects through completion
• Researching tax issues and identifying planning opportunities for clients
• Collaborating with clients to gather information and resolve tax-related questions
• Responding to review comments and managing revisions efficiently
• Supporting tax planning and consulting engagements across a variety of industries
• Mentoring and developing junior team members through coaching and review of their work
• Building strong relationships with clients through proactive communication and exceptional service
• Working closely with managers and partners to deliver high-quality client outcomes

Canddiate Qualifications:

• Bachelor's degree in Accounting
• 3-5 years of public accounting tax experience
• Experience preparing and reviewing tax returns for partnerships, S corporations, corporations, and individuals
• Strong understanding of flow-through entities and closely held businesses
• Experience reviewing workpapers and trial balances
• Ability to manage multiple engagements successfully
• Solid understanding of accounting fundamentals and CPA firm operations
• Experience working directly with clients and building trusted relationships
• Strong proficiency with tax software and related technology tools
• Excellent written and verbal communication skills
• CPA or EA designation (preferred)

$82,000 - $133,500 a year

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

What’s in it for you:

• Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.