Senior Tax Associate

Were seeking a Senior Tax Generalist to lead tax engagements across a varied client portfolio. Youll prepare, review, research, advise, and mentor staff through year-round compliance and planning cycles. This role requires strong technical expertise and client?facing capabilities.

Key Responsibilities

• Tax preparation & review of complex returns including 1040, 1065, 1120, 1120S, 1041, and gift and trust filings.
• Multi?state tax compliance for individuals, partnerships, corporations, trusts/entities, estate planning and high?net? worth clients.
• Tax research & planning, staying current with federal, New York State and local law updates; assess tax notices and audit exposures by liaising with IRS/state authorities.
• Client engagement management, including planning, scheduling, budgeting, communicating proactively with clients, and delivering tailored advice.
• Leadership & mentorship: supervise, review, and coach junior accountants and internsprovide feedback and technical guidance.
• Project oversight: manage multiple client engagements simultaneously, ensure timely deliverables and maintain service excellence.
• Collaboration: partner with audit, bookkeeping or advisory staff as needed to deliver integrated services across client needs.
• Special projects: take on estate tax planning, ASC 740 tax provision analysis, IRS audit support, projections, and more specialized assignments as needed.

Qualifications

• Experience: 5+ years in public accounting with broad exposure to individual, partnership, corporate, trust and fiduciary tax engagements.
• Certification/Education: Bachelors degree in Accounting or related field; CPA required or actively pursuing. Masters in Taxation preferred.
• Technical skills: Proficiency with tax software platforms like CCH Axcess (Tax & Engagement), ProSystem fx, GoSystems or equivalent; strong Excel skills required.
• Tax knowledge: Solid understanding of federal, state and local tax laws across entity types; estate, trust planning and multi-state experience valued.
• Communication & analytical skills: Able to convey complex tax issues clearly to clients and internal team; strong problem-solving and research abilities.
• Organizational strengths: Adept at prioritizing under deadlines, managing multiple engagements, and maintaining accuracy under pressure.
• Leadership & teamwork: Demonstrated ability in supervising staff, leading teams across engagements, and fostering a collaborative environment