Senior Tax Associate

Gatewood Wealth Solutions

Senior Tax Associate managing end-to-end tax returns for individuals and businesses. Collaborating within a team for integrated client service at Gatewood Tax & Accounting.

Posted 4/29/2026full-timeBrentwood • Montana • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Prepare passthrough returns (1120-S, 1065) including multi-state allocations, basis tracking, and K-1 production.
Prepare C-corporation returns (1120) including book-to-tax reconciliations, NOLs, and credits.
Prepare individual returns (1040), including business-owner returns with K-1s and Schedule C/E.
Prepare fiduciary returns (1041) for trusts and estates, including beneficiary K-1s.
File extensions on time. Support quarterly estimates, safe-harbor planning, and year-end close.
Own all major filing deadlines end-to-end — March 15, April 15, September 15, October 15 — plus quarterly cycles.
Conduct first-level review of returns prepared by junior staff or contract preparers.
Track status across the full book of returns and provide weekly visibility to leadership.
Serve as primary preparer-side contact for assigned engagements — manage client communication, data requests, and engagement follow-through.
Identify tax planning opportunities during compliance work and route them to the right specialist.
Contribute to process improvement, workflow documentation, and tax-technology evaluation.
Help onboard future team members as the department grows.
Maintain CPE and technical currency.

Requirements

What you’ll need

Minimum 3-5 years of public accounting tax experience (CPA firm, not solely industry)
CPA licensed or within 12 months of completion
Demonstrated ability to own a business return end-to-end without line-by-line supervision
Hands-on experience with at least one major professional tax platform (CCH Axcess, UltraTax, Lacerte, or ProSystem fx)
Excellent client service and written communication skills
Ability to manage multiple deadlines with high accuracy under filing-season pressure
Available to start no later than mid-June 2026
Preferred (Bonus) Qualifications
Multi-state compliance experience
Fiduciary tax experience (Form 1041) for trusts and estates
Exposure to international forms (5471, 5472, 8865, 8938, FBAR)
Accounting and bookkeeping software fluency (QuickBooks Online, Xero)
Familiarity with Practifi or other Salesforce-based practice-management platforms
Specialty exposure: R&D credits, ERC, energy credits, cost segregation, or similar
Prior experience in an integrated wealth management environment

Benefits

Comp & perks

Gatewood offers a competitive salary with both individual and team-based incentive compensation
We pay 100% of a team member's health insurance, life insurance, short and long-term disability insurance, and offer a partially funded HSA option
Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances
Gatewood offers 10 weeks of paid leave for the primary caregiver and 3 weeks for the secondary caregiver
Tenure-based Paid Time Off
Part-time remote work opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

passthrough returnsC-corporation returnsindividual returnsfiduciary returnsmulti-state allocationsbasis trackingK-1 productionbook-to-tax reconciliationsNOLstax planning

Soft Skills

client servicewritten communicationmanage multiple deadlinesprocess improvementworkflow documentationteam onboardingleadership communicationengagement follow-throughdata request managementhigh accuracy under pressure

Certifications

CPA licensedCPE maintenance