Senior Tax Associate
Swindell, Bohn, Durden & Phillips - CPAs & Advisors, Florida, NY, United States
Direct applicants only. We are not accepting agency submissions for this position.
At SBDP, we are growing and seeking talented professionals who want to build meaningful careers with a firm that values its people and its community. Recognized as a
2025 Top 100 Firm
and one of
Accounting Today’s Best Small Firms to Work For , we are proud of the strong, supportive culture our team has built.
We are a midsize public accounting firm serving small businesses and healthcare providers with tax, accounting, and audit services. Our philosophy is simple: how would you want to be treated if you were the client? That mindset shapes everything we do; our clients aren’t just numbers, and neither are our team members.
Located just blocks from the Atlantic Ocean, we embrace a relaxed, coastal feel while delivering exceptional service. We work hard, collaborate openly, and always look for opportunities to help each other grow. If you’re someone who values community, professional excellence, and a workplace where your voice matters, you’ll fit right in at SBDP.
Responsible for managing assigned tax engagements, completing complex tax and accounting work, and supporting team development under the supervision of Managers and Partners. Serves as a key contributor to client service, project execution, and firm initiatives.
Responsibilities
Prepare federal and state tax returns, extensions, and related workpapers for individuals and various entity types.
Assist with financial statements, accounting entries, reconciliations, and maintenance of client records.
Conduct tax research and prepare supporting documentation.
Manage routine client communications regarding tax matters, deliverables, and deadlines.
Support responses to IRS and state agency inquiries.
Manage multiple assignments to meet deadlines, budget expectations, and quality standards.
Review work for accuracy, completeness, and compliance with firm standards.
Identify opportunities to improve efficiency and engagement outcomes.
Provide guidance and support to interns and junior staff.
Collaborate effectively with team members and contribute to a positive work environment.
Support firm initiatives related to growth, recruiting, or community involvement.
Demonstrate inclusive, respectful, and professional behavior in all interactions.
Qualifications
Bachelor’s degree in Accounting or a related field required.
3+ years of tax experience in public accounting.
CPA license or CPA eligibility required.
Experience preparing individual tax returns; CS Suite or UltraTax preferred.
Exposure to tax research tools such as RIA preferred.
Experience with gift, estate, trust, partnership, or corporate tax returns a plus.
Strong written and verbal communication skills.
Ability to work independently while contributing effectively to a team.
Work/Life Balance & Employee Benefits Taking care of our people is central to who we are. SBDP is committed to providing a work environment that supports both professional success and personal well-being. Our comprehensive work‑life package includes:
Flexible schedule: Approximately 36 hours per week outside of busy season
Office closed on Fridays from May through December
Firm-paid insurance premiums for Medical, Dental, and Life Insurance (employee coverage)
Firm contribution to Health Savings Account
Flexible Spending Accounts
401(k) retirement plan with firm contribution
Paid Time Off (PTO)
Twelve paid holidays
Firm-paid community service hours
Firm-paid CPE credits
Work Location Visa sponsorship is not available for this position.
Notice to Third Party Agencies SBDP does not accept unsolicited resumes from staffing agencies or recruiters. Any unsolicited resumes submitted to SBDP, or provided directly to any of our employees, will be considered the property of SBDP. Our firm reserves the right to hire the candidate(s) at its sole discretion without any obligation to compensate the submitting agency or recruiter.
#J-18808-Ljbffr
At SBDP, we are growing and seeking talented professionals who want to build meaningful careers with a firm that values its people and its community. Recognized as a
2025 Top 100 Firm
and one of
Accounting Today’s Best Small Firms to Work For , we are proud of the strong, supportive culture our team has built.
We are a midsize public accounting firm serving small businesses and healthcare providers with tax, accounting, and audit services. Our philosophy is simple: how would you want to be treated if you were the client? That mindset shapes everything we do; our clients aren’t just numbers, and neither are our team members.
Located just blocks from the Atlantic Ocean, we embrace a relaxed, coastal feel while delivering exceptional service. We work hard, collaborate openly, and always look for opportunities to help each other grow. If you’re someone who values community, professional excellence, and a workplace where your voice matters, you’ll fit right in at SBDP.
Responsible for managing assigned tax engagements, completing complex tax and accounting work, and supporting team development under the supervision of Managers and Partners. Serves as a key contributor to client service, project execution, and firm initiatives.
Responsibilities
Prepare federal and state tax returns, extensions, and related workpapers for individuals and various entity types.
Assist with financial statements, accounting entries, reconciliations, and maintenance of client records.
Conduct tax research and prepare supporting documentation.
Manage routine client communications regarding tax matters, deliverables, and deadlines.
Support responses to IRS and state agency inquiries.
Manage multiple assignments to meet deadlines, budget expectations, and quality standards.
Review work for accuracy, completeness, and compliance with firm standards.
Identify opportunities to improve efficiency and engagement outcomes.
Provide guidance and support to interns and junior staff.
Collaborate effectively with team members and contribute to a positive work environment.
Support firm initiatives related to growth, recruiting, or community involvement.
Demonstrate inclusive, respectful, and professional behavior in all interactions.
Qualifications
Bachelor’s degree in Accounting or a related field required.
3+ years of tax experience in public accounting.
CPA license or CPA eligibility required.
Experience preparing individual tax returns; CS Suite or UltraTax preferred.
Exposure to tax research tools such as RIA preferred.
Experience with gift, estate, trust, partnership, or corporate tax returns a plus.
Strong written and verbal communication skills.
Ability to work independently while contributing effectively to a team.
Work/Life Balance & Employee Benefits Taking care of our people is central to who we are. SBDP is committed to providing a work environment that supports both professional success and personal well-being. Our comprehensive work‑life package includes:
Flexible schedule: Approximately 36 hours per week outside of busy season
Office closed on Fridays from May through December
Firm-paid insurance premiums for Medical, Dental, and Life Insurance (employee coverage)
Firm contribution to Health Savings Account
Flexible Spending Accounts
401(k) retirement plan with firm contribution
Paid Time Off (PTO)
Twelve paid holidays
Firm-paid community service hours
Firm-paid CPE credits
Work Location Visa sponsorship is not available for this position.
Notice to Third Party Agencies SBDP does not accept unsolicited resumes from staffing agencies or recruiters. Any unsolicited resumes submitted to SBDP, or provided directly to any of our employees, will be considered the property of SBDP. Our firm reserves the right to hire the candidate(s) at its sole discretion without any obligation to compensate the submitting agency or recruiter.
#J-18808-Ljbffr