Tax Senior Associate

Jobtailor; Eau Claire (WI); On-site; USD 60,000 - 95,000; Full time

Job summary

Jobtailor is seeking aTax Associate to prepare, supervise, and review engagements across individuals and businesses, delivering tailored tax advisory services. You will collaborate with a high-performing team to research complex issues and drive operational excellence.

The role emphasizes developing others, expanding technical knowledge, and servicing a diverse client base in a dynamic public accounting environment.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required.
• Active CPA, EA, or JD license OR eligibility to sit for CPA exams and 150-credit requirement to obtain CPA license.
• At least 2 years’ experience as an associate in public accounting.
• Ability to solve issues and bring solutions to the table.
• Interest in public accounting.
• Ability to work collaboratively with high-performing teams.

Responsibilities

• Prepare, supervise, and review engagements for individual, C corporation, S corporation, and partnership clients.
• Provide customized tax advisory services to clients.
• Work closely with tax team members to identify and research complex tax issues.
• Focus on engagement management and operational excellence.
• Develop and train team members.
• Expand technical and professional knowledge through client interactions, self-study, and training.
• Work with a broad range of clients.

Skills

Tax Preparation

Tax Research

Client Engagement

Problem Solving

Collaboration

Communication

Leadership

Education

Bachelor's degree in Accounting/Finance/related field

CPA/EA/JD license or CPA exam eligibility (150 credit hours)

Job description

• Prepare, supervise, and review individual, C corporation, S corporation, and partnership engagements
• Provide customized tax advisory services to clients
• Work closely with tax team members to identify and research complex tax issues
• Focus on engagement management and operational excellence
• Develop and train team members
• Expand technical and professional knowledge through client interactions, self-study, and training
• Work with a broad range of clients

Requirements

• Bachelor's degree in Accounting, Finance, or a related field
• Active CPA, EA, or JD license OR eligibility to sit for the CPA exams and meet the 150-credit requirement to obtain a CPA license
• At least 2 years’ experience as an associate in public accounting
• Ability to solve issues and bring solutions to the table
• Interest in public accounting
• Ability to work collaboratively with high-performing teams

Core Competencies

Demonstrates expertise in tax preparation and advisory services for various business entities, including C corporations, S corporations, and partnerships. Possesses strong engagement management skills and a commitment to operational excellence while fostering team development and collaboration.

Highest-signal resume keywords

• CPA License
• Tax Advisory Services
• Public Accounting Experience
• Engagement Management
• Team Development

Hard Skills

• Tax Preparation
• Tax Research
• Financial Analysis
• Client Engagement
• Problem Solving

Soft Skills

• Collaboration
• Communication
• Leadership

Certifications & Qualifications

• CPA
• EA
• JD

Industry Keywords

• Public Accounting
• C Corporation
• S Corporation
• Partnership
• Tax Compliance