Senior Tax Associate

Our client, a boutique CPA firm in Mount Kisco, NY, is seeking a Senior Tax Associate to take a key role in their tax practice, with a broad variety of responsibilities and the opportunity to grow into a manager-level role.

Requirements

• Prepare and review federal, state, and local income tax returns for individuals, partnerships, S corporations, and C corporations
• Perform and document tax research on complex issues
• Assist in tax planning and advisory projects, including entity selection and restructuring, owner compensation and distribution planning, and multi-state and allocation issues
• Manage multiple engagements concurrently, including coordinating information requests with clients, monitoring budgets and timelines, and ensuring engagements are completed accurately and on schedule
• Review workpapers and returns prepared by staff, providing clear review notes, coaching, and feedback to support their development
• Communicate directly with clients by phone and email to resolve questions, obtain information, and explain tax positions and planning opportunities in understandable terms
• Assist with responding to federal, state, and local tax notices and inquiries
• Participate in internal initiatives, including staff training, process improvement, and implementation of best practices and firm procedures
• Maintain current knowledge of tax laws and regulations and proactively identify their impact on clients

Benefits

• Paid Time Off
• 401k Matching
• Retirement Plan