Senior Tax Associate
Confidential, Bridgeville, PA, United States
The Senior Tax Accountant is responsible for delivering high-quality tax compliance and advisory services within a regional professional services firm. This role focuses on three primary responsibilities: preparing complex tax returns across multiple entity types, conducting technical tax research to ensure accuracy and compliance, and supporting staff development while serving as a resource for tax-related matters. This position is critical to ensuring accurate filings, maintaining regulatory compliance, and providing value-added insights to clients.
Key Responsibilities
Prepare complex tax returns including corporate, S-corporation, partnership, nonprofit, and individual filings
Conduct tax research to support accurate reporting and resolve complex tax issues
Prepare income tax projections and quarterly estimated tax calculations
Assist in the preparation of tax provisions and accrual workpapersGather, organize, and analyze client financial information for tax preparation
Apply knowledge of tax law and regulations to ensure compliance and accuracy
Serve as a technical resource to junior staff on tax-related questions and issues
Act as a point of contact for client inquiries and information requests
Support training and development of junior team members
Manage multiple engagements and deadlines effectively
Ensure efficient use of resources and adherence to firm processes and standards
Minimum Education & Experience Requirements
Bachelor’s degree in Accounting, Finance, or related field required
CPA, CPA candidate, or IRS Enrolled Agent (EA) required
Minimum of 3–5 years of professional accounting experience
Prior experience in public accounting preferred
Experience preparing a variety of tax returns (corporate, partnership, individual) required
Special Requirements
Active CPA license, CPA candidacy, or IRS Enrolled Agent (EA) designation
Strong understanding of federal and state tax regulations
Ability to manage multiple deadlines during peak tax seasons
Commitment to maintaining confidentiality of client financial information
Knowledge, Skills, and Abilities
Strong technical knowledge of tax compliance, tax law, and accounting principles
Understanding of differences between tax and GAAP reporting (e.g., revenue recognition, expense deductibility)
Proficiency in tax preparation and accounting software
Strong analytical and problem-solving skills
Ability to conduct and interpret tax research
Effective written and verbal communication skills
Strong organizational and time management skills
High attention to detail and accuracy
Ability to work both independently and collaboratively within a team
Proficiency in Microsoft Excel and other financial tools
Additional Desired Characteristics
Experience working with nonprofit or education sector clients
Familiarity with multi-state tax filings
Experience mentoring or training junior staff
Ability to identify process improvements and efficienciesInterest in continuous professional development and staying current with tax regulations
This position operates in a hybrid work environment within a regional office setting, combining in-office collaboration with remote work flexibility. The role may require extended hours during peak tax seasons to meet client deadlines.
Other Duties This job description is not intended to be an exhaustive list of all responsibilities, duties, or skills required. Additional duties may be assigned as needed to support organizational objectives.
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Key Responsibilities
Prepare complex tax returns including corporate, S-corporation, partnership, nonprofit, and individual filings
Conduct tax research to support accurate reporting and resolve complex tax issues
Prepare income tax projections and quarterly estimated tax calculations
Assist in the preparation of tax provisions and accrual workpapersGather, organize, and analyze client financial information for tax preparation
Apply knowledge of tax law and regulations to ensure compliance and accuracy
Serve as a technical resource to junior staff on tax-related questions and issues
Act as a point of contact for client inquiries and information requests
Support training and development of junior team members
Manage multiple engagements and deadlines effectively
Ensure efficient use of resources and adherence to firm processes and standards
Minimum Education & Experience Requirements
Bachelor’s degree in Accounting, Finance, or related field required
CPA, CPA candidate, or IRS Enrolled Agent (EA) required
Minimum of 3–5 years of professional accounting experience
Prior experience in public accounting preferred
Experience preparing a variety of tax returns (corporate, partnership, individual) required
Special Requirements
Active CPA license, CPA candidacy, or IRS Enrolled Agent (EA) designation
Strong understanding of federal and state tax regulations
Ability to manage multiple deadlines during peak tax seasons
Commitment to maintaining confidentiality of client financial information
Knowledge, Skills, and Abilities
Strong technical knowledge of tax compliance, tax law, and accounting principles
Understanding of differences between tax and GAAP reporting (e.g., revenue recognition, expense deductibility)
Proficiency in tax preparation and accounting software
Strong analytical and problem-solving skills
Ability to conduct and interpret tax research
Effective written and verbal communication skills
Strong organizational and time management skills
High attention to detail and accuracy
Ability to work both independently and collaboratively within a team
Proficiency in Microsoft Excel and other financial tools
Additional Desired Characteristics
Experience working with nonprofit or education sector clients
Familiarity with multi-state tax filings
Experience mentoring or training junior staff
Ability to identify process improvements and efficienciesInterest in continuous professional development and staying current with tax regulations
This position operates in a hybrid work environment within a regional office setting, combining in-office collaboration with remote work flexibility. The role may require extended hours during peak tax seasons to meet client deadlines.
Other Duties This job description is not intended to be an exhaustive list of all responsibilities, duties, or skills required. Additional duties may be assigned as needed to support organizational objectives.
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