Senior Tax Strategist & Advisor

Magnify; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

Magnify in Richmond, VA is seeking an experienced Tax Associate to join our fast-growing accounting and financial services firm. You will work closely with senior leadership on tax strategy, compliance, and advisory services beyond return preparation.

This client-facing role requires strong knowledge of federal and state taxes, proficiency with 1040, Partnership, and S-Corp returns, and the ability to guide clients on deductions and credits while maintaining organized records.

Qualifications

• 5+ years of tax preparation experience.
• Experience with 1040, Partnership, and S-Corp returns.
• CPA or EA designation preferred.
• Proficiency with QuickBooks and Excel.
• Strong knowledge of federal and state tax regulations.
• Excellent client-service communication.
• Experience in high-volume tax environments is a plus.

Responsibilities

• Prepare and review federal and state tax returns (1040, Partnership, and S-Corp).
• Manage tax planning and advisory work for a portfolio of clients.
• Analyze financial documents for accuracy and compliance.
• Advise clients on deductions, credits and tax-saving strategies.
• Stay current on tax laws, regulations, and filing requirements.
• Review completed returns for accuracy and resolve discrepancies.
• Collaborate with internal team and oversee junior staff as needed.
• Assist with onboarding new clients and maintaining organized tax records.

Skills

Tax returns (1040)

Partnership returns

S-Corp returns

Tax planning & advisory

Client communication

Education

CPA/EA credential

Tools

QuickBooks

Excel

Job description

Magnify in Richmond, VA is seeking an experienced Tax Associate to join our fast-growing accounting and financial services firm. You will work closely with senior leadership on tax strategy, compliance, and advisory services beyond return preparation.

This client-facing role requires strong knowledge of federal and state taxes, proficiency with 1040, Partnership, and S-Corp returns, and the ability to guide clients on deductions and credits while maintaining organized records.