Tax Senior Advisor: Lead Client Engagements & Planning

Talnt; Tulsa (OK); On-site; USD 70,000 - 90,000; Full time

Job summary

A growing public accounting and advisory firm is seeking a Tax Senior Associate to join its team. This role emphasizes client relationship management, planning, consulting, and leadership development, beyond routine compliance.

You will work directly with clients, contribute to engagements, and help develop junior staff while advancing your own tax expertise. Key responsibilities include preparing complex returns, researching tax issues, and coordinating across engagements with Managers and

Qualifications

• 3+ years of public accounting tax experience
• Bachelor's degree in Accounting or a related field
• Experience preparing tax returns across individuals and multiple business entity types
• Strong understanding of tax accounting principles and IRS regulations
• Experience with—or a genuine interest in—tax planning, research, and consulting work beyond compliance
• Ability to research technical issues and communicate your conclusions clearly
• Confidence interacting directly with clients and taking increasing ownership of those relationships
• Ability to manage multiple engagements and deadlines while maintaining high-quality work
• Experience reviewing, mentoring, or training junior professionals is a plus
• CPA, EA, or progress toward professional certification preferred
• Authorization to work in the United States without current or future visa sponsorship

Responsibilities

• Prepare complex tax returns for individuals, partnerships, S corporations, C corporations, trusts, and other entities
• Work across the entire tax engagement, from compliance and research through planning, consulting, and special projects
• Get involved in tax planning before decisions are made—not simply report the outcome afterward
• Research complex tax issues, develop solutions, and turn technical conclusions into practical recommendations for clients
• Work directly with clients throughout the year to answer questions, resolve issues, and understand what's happening within their businesses
• Take greater ownership of engagements, including workflow, deadlines, deliverables, and client expectations
• Work alongside Managers and Partners on complex client situations and planning opportunities
• Review work and provide technical guidance to Associates and developing staff
• Begin building the leadership and delegation skills expected at the Manager level
• Develop experience across multiple entity types and client situations rather than being pushed into a narrow tax specialty
• Continue building technical expertise while gaining the client-facing experience that becomes increasingly important as you progress

Skills

Client communication

Tax planning

Research complex tax issues

Mentoring junior staff

Education

Bachelor's degree in Accounting or related field

CPA or EA certification preferred

Job description

A growing public accounting and advisory firm is seeking a Tax Senior Associate to join its team. This role emphasizes client relationship management, planning, consulting, and leadership development, beyond routine compliance.

You will work directly with clients, contribute to engagements, and help develop junior staff while advancing your own tax expertise. Key responsibilities include preparing complex returns, researching tax issues, and coordinating across engagements with Managers and