Senior Tax Associate
Sorren
full-time
Posted on:
Location Type: Office
Location: Medford • Idaho, Oregon • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Prepare and review individual, corporate, partnership, and consolidated tax returns
- Review associates’ and interns’ tax returns, providing constructive feedback to ensure quality and support growth
- Perform and review quarterly and annual accounting procedures to prepare financial records for tax purposes
- Identify organizational structures and related entities for tax implications and big-picture impacts
- Ensure accurate and complete data for filings, identifying and communicating missing information
- Calculate quarterly and annual estimated tax liabilities accurately
- Conduct tax planning to identify opportunities for improvement and added value for clients
- Research and resolve complex tax issues, providing guidance and recommendations
- Communicate effectively with team members and clients, providing updates and addressing questions
- Supervise, train, and mentor associates and interns to enhance team performance and skill development
- Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving
- Stay updated on tax laws and best practices through ongoing training and independent learning
- Manage engagements efficiently, meeting deadlines, particularly during high-demand periods
- Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership
- Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity
Requirements
- 3-5 years of experience in tax preparation
- CPA license or eligible
- Bachelor’s degree in accounting or related field
- In-depth understanding of tax laws, regulations, and compliance requirements
- Proficiency in tax preparation software and accounting tools
- Excellent attention to detail and accuracy in calculations and document reviews
- Strong verbal and written communication skills to effectively interact with clients and team members
- Exceptional organizational and time management skills to handle multiple priorities and meet deadlines
- Analytical skills to solve complex tax issues and understand broader financial implications
- Leadership and mentoring abilities to supervise and develop junior staff
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Benefits
- Generous paid time off
- Comprehensive medical, dental, and vision coverage, plus life and disability insurance
- 401(k) retirement savings plan
- Paid holidays, including a firmwide winter break (December 24 – January 1)
- Paid parental leave (available after one year of service)
- Mentorship and career development programs
- CPA exam support to help you succeed on the path to licensure
- Firm-sponsored events and spontaneous team activities
- Celebrations to mark milestones like the end of busy season and the holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax preparationfinancial record preparationtax planningtax issue resolutionestimated tax liability calculationdata accuracydocument reviewanalytical skillsorganizational structure identificationcompliance requirements
Soft skills
attention to detailverbal communicationwritten communicationorganizational skillstime managementleadershipmentoringcollaborative problem-solvingflexibilityteam performance enhancement
Certifications
CPA licenseBachelor’s degree in accounting