Tax Senior Associate - 1040/990-PF Returns

SAX; New York (NY); On-site; USD 95,000 - 110,000; Full time

Benefits offered by this job

Health, Dental & Vision

FSA/HSA

401k with match

Tuition reimbursement

Summer Fridays 1pm

Wellness program

CPE expense reimbursement

Job summary

Sax Advisory Group, LLC is a forward-thinking accounting, tax, and advisory firm serving closely held companies, family-owned businesses, not-for-profit entities, government and high-net-worth individuals. The Tax Senior Associate role is full-time in NYC or Parsippany, NJ, with a collaborative culture that recognizes growth and contribution.

Key duties include preparing complex projections, tax provisions, and returns, ensuring timely delivery within budget, and participating in tax planning.

Qualifications

• 3–5 years of work experience in public accounting.
• B.A./B.S. degree in Accounting.
• CPA/EA license and MST preferred.
• Experience preparing Form 990 for nonprofit clients preferred.
• Proficient in preparing business and individual tax returns.

Responsibilities

• Prepare complex projections, provisions and returns with accuracy and according to firm policies.
• Take responsibility for client work being performed on time, appropriate scope of services and within budget.
• Involve in tax planning.
• Begin to review tax returns, organize work papers, maintain open item list, and conduct self‑review before submission to reviewer.
• Organize facts, analyze, interpret information and perform research.
• Identify and develop alternatives for issues and consult with in‑charge and/or partner.
• Master firm’s tax software, research technology tools and related products to accomplish work efficiently.
• Proactively manage assignments, clients and workload.

Skills

Multi-tasking

Communication skills

Public accounting experience

Tax knowledge

Attention to detail

Education

B.A./B.S. in Accounting

Tools

Tax software

Research tools

Job description

At Sax Advisory Group, LLC we are a forward‑thinking multi‑disciplinary accounting, tax, and advisory firm serving closely held companies, family‑owned businesses, not‑for‑profit entities, government and high‑net‑worth individuals.

We are dedicated to providing an environment that offers growth, stability and advancement opportunities in a team‑member driven culture where contributions are recognized and rewarded.

Position: Tax Senior Associate (Full‑time) – NYC or Parsippany, NJ office based on location.

Essential Duties And Responsibilities

• Prepare complex projections, provisions and returns with accuracy and according to firm policies.
• Take responsibility for client work being performed on time, appropriate scope of services and within budget.
• Involve in tax planning.
• Begin to review tax returns, organize work papers, maintain open item list, and conduct self‑review before submission to reviewer.
• Organize facts, analyze, interpret information and perform research.
• Identify and develop alternatives for issues and consult with in‑charge and/or partner.
• Master firm’s tax software, research technology tools and related products to accomplish work efficiently.
• Proactively manage assignments, clients and workload.

Qualifications

• Must be motivated, able to multi‑task, organized, maintain a positive attitude and be cooperative and flexible about the type of work assigned and assistance to other team members.
• Excellent verbal and written communication skills.
• 3-5 years of work experience in public accounting.
• B.A./B.S. degree in Accounting.
• Comprehensive understanding of tax law.
• Experience preparing Form 990 for nonprofit clients is preferred.
• Proficient in preparing business and individual (1040) tax returns.
• EA or CPA license and/or MST are preferred.

Comprehensive Benefits Package Includes

• Top Tier Health, Dental & Vision Plans
• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
• Medical and Dependent Care
• Life and Voluntary Life Insurance
• Short and Long‑Term Disability Insurance
• 401k plan with matching contribution
• Defined Contribution Plan (profit sharing)
• Customized Work Arrangements
• Floating Holidays and Volunteer PTO
• Unlimited PTO for Managers and Above
• Referral Bonus Program
• Tuition Reimbursement for Advanced Degree
• Healthy Living Reimbursement Program
• Health & Wellness App Subscription
• CPA & EA reimbursement for study materials and exam
• AICPA and CPA State Society membership reimbursement for Managers and above
• OnDemand access to industry leading CPE courses
• Summer Fridays at 1pm

SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.

New Jersey Pay Range: $95,000 USD - $110,000 USD

New York Pay Range: $95,000 USD - $110,000 USD