Senior Tax Associate

This is a remote position.

About the Firm

We are representing a growing full-service CPA firm serving clients nationally across a broad range of tax advisory and consulting services. Our client has built a reputation on proactive forward-looking tax strategy helping individuals businesses and family offices not just stay compliant but genuinely keep more of what they earn. The firm operates with a tight-knit relationship-driven culture and a track record of exceptional staff retention which speaks to how they treat their people.

About the Role

Our client is seeking a Senior Tax Associate to support a growing volume of complex transactional and technical tax work. The firm has an expanding base of private equity and family office relationships and an existing client base increasingly engaged in sophisticated transactions and tax strategies and they need someone who can handle the technical heavy lifting. This is primarily a preparation role with a small review component and it is a great opportunity for a technically strong tax professional who thrives on complexity and wants to work on high-value intellectually challenging work in a fully remote environment.

Key Responsibilities

• Prepare complex partnership and corporate tax returns involving transactional tax matters including partner and shareholder sales and redemptions asset sales part-sale/part-rollover transactions and taxable and tax-free reorganizations
  

• Handle 704(b) waterfall allocations 704(c) tracking and 743(b)/734(b) basis adjustments
  

• Prepare returns and work papers involving complex book-to-tax adjustments and multi-state tax exposure
  

• Support 1031 exchange transactions and related reporting
  

• Serve clients in the private equity and family office space as those relationships continue to grow
  

• Collaborate with senior team members on technical research and issue resolution with opportunities to take on review responsibilities as the role evolves
  

• Manage multiple engagements simultaneously with accuracy and attention to detail
  

• 2 years of public accounting experience with meaningful exposure to complex partnership and/or transactional tax work
  

• Working knowledge of Subchapter K including 704(b)/(c) and 743(b)/734(b) concepts
  

• Experience with transactional tax matters M&A reorganizations or similar strongly preferred
  

• Multi-state tax experience a plus
  

• CPA or EA preferred
  

• Bachelors degree in Accounting required; Masters in Taxation a plus
  

• Ability to work independently manage competing priorities and communicate clearly on technical matters
  

• Base salary: $80k-$100k commensurate with experience
  

• Annual discretionary bonus up to 10%
  

• 20 days PTO; overtime beyond 40 hours converts to additional comp time
  

• 100% company-paid family health and dental insurance premiums
  

• 401(k) with dollar-for-dollar company match up to 6%
  

• Fully Remote