Senior Tax Associate | Public Accounting

Orion Placement; Latham (NY); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

CPA exam reimbursement

Bonus opportunities up to $25,000

16 paid holidays

401(k) and profit sharing

Job summary

Orion Placement is seeking a Senior Tax Associate in Latham, NY, offering hybrid onsite work with strong CPA support and opportunities for leadership.

You will prepare complex federal and state tax returns, research issues, and lead engagements with partners and clients, while developing junior staff and advancing toward Tax Manager roles.

Qualifications

• Strong tax research, analytical, and technical writing skills.
• Ability to manage multiple engagements and deadlines.
• Experience preparing complex tax returns with limited supervision.
• CPA or progress toward CPA certification 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 with clients, partners, managers, and engagement 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 and protect client confidentiality.

Skills

Tax research

Analytical thinking

Technical writing

Communication

Client service

Education

Bachelor's or Master's in accounting

Job description

• Advance your tax career with an established regional accounting firm where you will gain meaningful client exposure and handle increasingly complex engagements.
• Take ownership of sophisticated tax returns, research challenging tax issues, and work directly with partners and clients.
• Build leadership experience by delegating work, coaching junior team members, and helping drive engagements through completion.
• Grow toward Tax Manager and other leadership opportunities through structured career development and professional training.
• Receive strong CPA support, including exam reimbursement and bonus opportunities of up to $25,000.
• Enjoy comprehensive benefits, 16 paid holidays, separate vacation time, unlimited sick time, 401(k), profit sharing, and a flexible "dress for your day" environment.

Location

Latham, NY. This is a hybrid opportunity with at least 3 days per week on-site. We are ideally looking for candidates who live within approximately a 45-minute commute of the Latham office.

Note

Candidates must have 3+ years of public accounting experience and be comfortable independently preparing complex tax returns, researching tax issues, and taking increased ownership of client engagements.

About Us

We are an established regional accounting firm providing tax, audit, advisory, and consulting services to successful organizations throughout New York. Our team combines strong technical resources with the personalized relationships and collaborative culture of a regional firm. We invest heavily in professional growth and give our people opportunities to build meaningful client relationships and advance their careers. Confidential Employer.

Job Description

• Prepare complex federal and state tax returns with increasing independence.
• Research complicated tax matters and clearly document findings and conclusions.
• Write tax memoranda outlining issues, analysis, and recommendations.
• Serve as a client contact for routine questions, follow-up, and engagement needs.
• Communicate effectively with clients, partners, managers, and other engagement team members.
• Take ownership of tax engagement fieldwork and help ensure assignments are completed accurately and on schedule.
• Delegate work appropriately and take responsibility for successful completion.
• Coach and provide real-time feedback to developing team members.
• Participate actively in technical training and professional development.
• Maintain professional standards consistent with AICPA requirements and protect client confidentiality.

Qualifications

• 3+ years of public accounting experience required.
• Bachelor's or master's degree in accounting or a related discipline.
• Experience preparing complex tax returns with limited supervision.
• Strong tax research, analytical, and technical writing skills.
• Ability to manage multiple engagements and deadlines.
• Strong communication and client-service skills.
• Ability to collaborate effectively while taking ownership of assigned work.
• CPA or progress toward CPA certification preferred, but not required.

Why You Will Love Working Here

• Clear opportunities to grow from Senior Tax Associate into management-level responsibilities.
• Direct client interaction and exposure to experienced partners and leaders.
• Career development and ongoing professional training.
• CPA exam reimbursement and substantial CPA bonus opportunities.
• 16 paid holidays plus separate vacation time and unlimited sick time.
• 401(k) and profit-sharing plans.
• Collaborative culture with firm events and opportunities to build relationships across the team.