Senior Tax Associate
Whitman Advisory Job Community, Trenton, NJ, United States
Tax Senior Associate – New Jersey or Long Island
Location:
New Jersey or Long Island, NY (onsite or hybrid – adjust as needed)
Reports To:
Tax Manager / Partner
About the Firm We are a growing network of established CPA firms across the U.S., backed by a family office and built on a national platform focused on long‑term growth and innovation. We combine the stability of traditional public accounting with the growth mindset of a modern firm.
Position Summary We are seeking a Tax Senior Associate to support and lead tax engagements across individual, partnership, and corporate clients. This role is ideal for a tax professional with public accounting experience who wants more client‑facing work, technical development, and a clear path toward Senior and Manager level responsibilities. Opportunities are available in both New Jersey and Long Island offices.
Key Responsibilities
Prepare and review individual, partnership, and corporate income tax returns under the guidance of managers and partners.
Assist with tax planning and compliance for closely held businesses and high‑net‑worth individuals.
Perform tax research on federal and state issues and prepare supporting workpapers and documentation.
Communicate with clients to gather information, resolve questions, and support ongoing relationships.
Help train and review work of more junior staff where applicable.
Identify opportunities to improve processes and support firm best practices.
Participate in meetings and calls with clients, providing timely and accurate follow‑up.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field; CPA or CPA‑track preferred.
2–5 years of public accounting experience with a focus on tax.
Experience preparing 1040, 1065, 1120, and/or 1120S returns.
Strong attention to detail, analytical skills, and willingness to learn.
Proficiency in Microsoft Excel and familiarity with tax software (e.g., Lacerte, ProSystem, UltraTax, or similar).
Good communication skills and a collaborative mindset.
Why Join
Competitive salary and performance‑based bonuses.
401(k), healthcare, and PTO.
Support for CPA exam and licensure (where applicable).
Direct access to managers and partners with real mentorship.
Exposure to diverse industries and client types.
A clear, supported career path within a growing national platform.
Seniority level
Associate
Employment type
Full‑time
Job function
Accounting/Auditing
Industries: Accounting
Interested or know someone who fits? Let’s connect.
#J-18808-Ljbffr
New Jersey or Long Island, NY (onsite or hybrid – adjust as needed)
Reports To:
Tax Manager / Partner
About the Firm We are a growing network of established CPA firms across the U.S., backed by a family office and built on a national platform focused on long‑term growth and innovation. We combine the stability of traditional public accounting with the growth mindset of a modern firm.
Position Summary We are seeking a Tax Senior Associate to support and lead tax engagements across individual, partnership, and corporate clients. This role is ideal for a tax professional with public accounting experience who wants more client‑facing work, technical development, and a clear path toward Senior and Manager level responsibilities. Opportunities are available in both New Jersey and Long Island offices.
Key Responsibilities
Prepare and review individual, partnership, and corporate income tax returns under the guidance of managers and partners.
Assist with tax planning and compliance for closely held businesses and high‑net‑worth individuals.
Perform tax research on federal and state issues and prepare supporting workpapers and documentation.
Communicate with clients to gather information, resolve questions, and support ongoing relationships.
Help train and review work of more junior staff where applicable.
Identify opportunities to improve processes and support firm best practices.
Participate in meetings and calls with clients, providing timely and accurate follow‑up.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field; CPA or CPA‑track preferred.
2–5 years of public accounting experience with a focus on tax.
Experience preparing 1040, 1065, 1120, and/or 1120S returns.
Strong attention to detail, analytical skills, and willingness to learn.
Proficiency in Microsoft Excel and familiarity with tax software (e.g., Lacerte, ProSystem, UltraTax, or similar).
Good communication skills and a collaborative mindset.
Why Join
Competitive salary and performance‑based bonuses.
401(k), healthcare, and PTO.
Support for CPA exam and licensure (where applicable).
Direct access to managers and partners with real mentorship.
Exposure to diverse industries and client types.
A clear, supported career path within a growing national platform.
Seniority level
Associate
Employment type
Full‑time
Job function
Accounting/Auditing
Industries: Accounting
Interested or know someone who fits? Let’s connect.
#J-18808-Ljbffr