Senior Tax Associate

Job Title: Tax Senior Associate

Location: Orlando or Melbourne, FL

Job Type: Full-Time, Permanent - Hybrid

Salary: $75-96k

Industry: Public Accounting / Tax Advisory

About the Opportunity:

We are currently partnering with a well-established public accounting firm that is looking to hire a skilled Tax Senior Associate. This is a fantastic opportunity for an experienced tax professional with 2-4 years of experience, particularly someone who is familiar with M-1 adjustments, state returns, and book-to-tax adjustments. In this role, you will have the opportunity to work closely with clients across various industries and support a broad range of tax compliance, planning, and consulting services.

If you're seeking a challenging position where you can further develop your technical skills, mentor junior staff, and contribute to client relationships, this is the perfect fit.

Key Responsibilities:

• Tax Compliance & Preparation:
• Prepare and review corporate, partnership, and individual tax returns, with a strong emphasis on M-1 adjustments and state returns.
• Prepare book-to-tax adjustments, ensuring accurate reconciliations between financial accounting income and taxable income.
• Manage and oversee the tax filing process for clients, ensuring compliance with federal, state, and local tax laws and deadlines.
• Review and prepare tax provisions, estimates, and projections.
• Tax Planning & Consulting:
• Assist clients with tax planning strategies, including proactive tax savings opportunities and compliance with the latest tax regulations.
• Support clients on complex transactions, such as mergers, acquisitions, and restructuring, by providing tax consulting and advice.
• Research and resolve technical tax issues and interpret tax laws, regulations, and court rulings to offer well-rounded guidance.
• Client Relationship Management:
• Act as a trusted advisor to clients, offering insight on tax-related matters and serving as a point of contact for inquiries.
• Communicate effectively with clients about tax strategies, changes in tax law, and potential areas of concern or opportunity.
• Manage client expectations and ensure excellent client service.
• Supervision & Mentorship:
• Supervise and mentor junior associates, guiding them through tax compliance tasks and reviewing their work.
• Provide feedback and training to help develop the technical skills of junior staff and assist in their professional growth.
• Research & Documentation:
• Conduct in-depth research on complex tax issues and ensure all workpapers and documentation are complete and well-supported.
• Maintain up-to-date knowledge of tax law changes, specifically in areas impacting book-to-tax adjustments and state tax compliance.

Qualifications:

The ideal candidate will have the following qualifications:

• Bachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation is a plus).
• 2-4 years of experience in tax compliance and/or tax advisory, with a focus on M-1 adjustments, state returns, and book-to-tax adjustments.
• CPA certification (or in progress) is preferred.
• Strong understanding of federal, state, and local tax laws, with specific experience handling M-1 adjustments and book-to-tax adjustments.
• Experience in preparing and reviewing state tax returns and reconciling book income to taxable income.
• Proficiency with tax preparation software (e.g., Thomson Reuters, ProSystem fx, etc.).
• Strong analytical skills, attention to detail, and ability to manage multiple projects simultaneously.
• Excellent communication skills, both written and verbal.
• Ability to work effectively both independently and as part of a collaborative team.

Why You Should Apply:

• Competitive Compensation & Benefits: The firm offers a competitive salary and bonus structure, along with a comprehensive benefits package, including health, dental, vision insurance, and a 401(k) plan.
• Career Advancement Opportunities: The firm is committed to your professional development, offering opportunities for growth, additional responsibilities, and a clear career path.
• Work-Life Balance: A healthy work-life balance is important, and the firm provides flexibility and a supportive environment to ensure your success both personally and professionally.
• Collaborative Culture: Join a team that values collaboration, continuous learning, and mutual support. You’ll be part of a firm that invests in your growth and fosters long-term career development.

How to Apply:

If you're looking for a new challenge and are ready to take your tax career to the next level, we want to hear from you! Please send your resume and cover letter to KristenLundgren@navsearch.com.

We look forward to hearing from you and helping you take the next step in your career!