Senior Tax Associate

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 attenti