Tax Senior Associate

As a Tax Senior Associate at Julien Unger & Associates, you will play a key role in delivering quality tax compliance for small and mid-sized closely-held companies and high net worth individuals. You will work closely with tax partners, prepare tax returns, run quarterly and annual tax estimates, and assist clients and partners with tax planning to optimize our clients’ annual tax reporting position. This role offers reliability, flexibility, and room to learn and grow in a supportive and collaborative environment.

Responsibilities:

- Work side by side with tax partners to prepare tax trial balances and analyze general ledgers for tax adjustments.

- Analyze taxable income for individuals, estates, trusts, partnerships, and corporations, ensuring accuracy and compliance with tax laws and regulations.

- Prepare federal tax forms 1040, 1041, 1065, 1120, 1120S, and related extensions, adhering to strict deadlines and quality standards.

- Collaborate with team members to resolve client inquiries, address tax notices, and facilitate tax audits and examinations as needed.

Qualifications:

- Bachelor's degree in Accounting, Finance, or related field required; Master's degree in Taxation, CPA or EA certification preferred.

- 3-4 years of relevant work experience in public accounting or tax advisory services, with a focus on individual, corporate, and partnership taxation.

- Knowledge of federal, state, and local tax laws and regulations, including recent changes and updates.

- Proficiency in tax preparation software (e.g., CCH Axcess, ProSystem fx Tax, CCH Axcess Engagement) and Microsoft Office Suite, coupled with strong analytical and problem-solving skills.

- Commitment to upholding professional standards and ethical principles in all aspects of work.

- Strong verbal, written, and interpersonal communication skills.

Salary Range:

Minimum $87,000 up to maximum $120,000

Benefits:

- Competitive salary and comprehensive benefits package, including health insurance, dental insurance, vision insurance, 401(k) with matching, and health savings account.

- Home-office stipend to support remote work arrangements.

- Paid sick time and generous paid time off, including bank holidays and four weeks of annual leave.

- Opportunities for advancement and professional development in a supportive and encouraging environment.

- Flexible scheduling options; fully remote.

- Healthy work-life balance with minimal overtime required

If you're seeking a fulfilling career opportunity where you can contribute to client success while enjoying reliability, flexibility, and room for growth on your schedule, Julien Unger & Associates could be the perfect fit for you. Apply today to join our team of tax professionals! Visit our contact us page to open the discussion.