Tax Associate

Whitman Advisory Job Community; Hauppauge (NY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Whitman Advisory Job Community in Hauppauge, NY, is seeking a Tax Senior Associate with 3-5 years of public accounting experience to prepare and review tax returns for individuals and entities. This hybrid role offers exposure to a diverse client base and opportunities to develop technical tax expertise while building client relationships.

The ideal candidate will hold a Bachelor’s in Accounting, CPA status or progress toward certification, and strong knowledge of federal and state tax

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA license or active progress toward CPA certification preferred.
• 3-5 years of recent public accounting tax experience.
• Experience preparing and reviewing a variety of tax returns (1040, 1065, 1120-S, 1120, 1041, 990).

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and nonprofits.
• Assist with tax planning strategies to minimize taxes and maximize client value.
• Research tax issues, regulations, and legislation and provide recommendations.
• Communicate with clients to gather information and resolve tax matters.
• Prepare tax projections, estimated payments, and year-end planning analyses.
• Respond to IRS/state notices and assist with examinations when needed.
• Mentor junior staff by reviewing work and providing feedback.

Skills

Public accounting

Tax preparation

Tax research

Client communication

Education

Bachelor's degree in Accounting

CPA license or progress toward CPA

Tools

Excel

Tax software

Office Suite

Job description

Compensation: Salary commensurate with experience

Position Overview

We are seeking a motivated and detail-oriented Tax Senior Associate to join our growing public accounting team. This hybrid role offers the opportunity to work with a diverse client base across various industries while developing technical expertise and building strong client relationships. The ideal candidate will have 3-5 years of public accounting experience preparing and reviewing tax returns for individuals and businesses, along with a solid understanding of federal and state tax compliance.

This is an excellent opportunity for a tax professional looking to advance their career within a collaborative environment that values professional development, mentorship, and long-term growth.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and nonprofit organizations.
• Assist with tax planning strategies designed to minimize tax liabilities and maximize client value.
• Research and analyze tax issues, regulations, and legislation, providing practical recommendations to clients and internal teams.
• Communicate directly with clients to gather information, answer tax-related questions, and resolve compliance matters.
• Prepare tax projections, estimated tax payments, and year-end planning analyses.
• Respond to IRS and state tax notices and assist with examinations when necessary.
• Review financial statements and supporting documentation to ensure accurate tax reporting.
• Mentor and support junior staff by reviewing work, providing feedback, and assisting with technical development.
• Maintain compliance with filing deadlines while managing multiple client engagements.
• Collaborate with partners and managers to identify opportunities for additional advisory and consulting services.

Qualifications

• Bachelor's degree in Accounting or a related field.
• CPA license or active progress toward CPA certification is strongly preferred.
• 3-5 years of recent public accounting tax experience.
• Experience preparing and reviewing a variety of tax returns, including:
• Individual (Form 1040)
• Partnership (Form 1065)
• S Corporation (Form 1120-S)
• C Corporation (Form 1120)
• Trust and Estate (Form 1041)
• Nonprofit (Form 990) experience is a plus.
• Strong knowledge of federal and state tax laws and regulations.
• Experience with tax preparation and research software.
• Proficiency in Microsoft Excel and Microsoft Office Suite.
• Excellent analytical, organizational, and time management skills.
• Strong written and verbal communication abilities.
• Ability to manage multiple priorities in a deadline-driven environment.

Preferred Qualifications

• CPA designation or CPA eligibility.
• Experience serving clients across multiple industries, including closely held businesses and high-net-worth individuals.
• Exposure to tax planning, consulting, and client advisory services.
• Familiarity with common public accounting software platforms.