Partnership Taxation Senior Associate Location: Tulsa, OK 74136
Work Model: Hybrid (Minimum 3 days in office – effective March 2026)
Position Type: Full-Time
The Partnership Taxation Senior Associate will support tax compliance and consulting engagements for partnerships, S corporations, individuals, and trusts. This role involves working closely with the Partnership Business team to deliver high-quality tax solutions, identify tax-saving opportunities, and maintain strong client relationships across a diverse client base including high-net-worth individuals and private companies.
Key Responsibilities
- Support multiple client engagements including planning, execution, and completion of tax projects
- Prepare and review complex partnership, S corporation, individual, and trust tax returns
- Provide tax compliance and consulting services with a focus on accuracy and efficiency
- Research tax issues and collaborate with specialists to resolve complex matters
- Assist in proposal activities and manage engagements within budget
- Respond to IRS and other tax authority inquiries
- Maintain strong client communication and relationships
- Mentor and support junior staff on tax projects
- Utilize tax software to prepare and process returns
Must-Have Requirements
- Bachelor's degree in Accounting
- Minimum 2+ years of public accounting experience
- Strong experience in tax compliance (partnerships, S corps, individual, trust returns)
- Must meet 150-hour requirement for CPA eligibility
- Willingness to work hybrid (minimum 3 days onsite)
Required Skills
- Strong knowledge of US GAAP and tax compliance
- Experience with partnership, S corporation, individual, and trust taxation
- Excellent analytical, technical, and tax technology skills
- Ability to identify tax issues and collaborate with technical specialists
- Strong communication and client service skills
- Ability to manage multiple engagements and deadlines
Preferred / Nice-to-Have Skills
- CPA or CPA eligible (preferred)
- Experience working with high-net-worth individuals, family offices, and closely held businesses
- Proven ability in implementing tax strategies
- Public accounting experience with complex client structures
Core Competencies
- Analytical thinking and attention to detail
- Client relationship management
- Time management and multitasking
- Team collaboration and mentorship
- Problem-solving ability
Education
- Bachelor's Degree in Accounting (Required)
- Must meet 150-hour requirement for CPA exam
Recruiter Submission Template:Full Name:
Degree Major with University and Completion Year:
CPA Status (CPA / CPA Eligible – Details):150 Credit Hours Completed (Y/N):Total Years of Experience:Public Accounting Experience:Years of Partnership Tax Experience:Experience with Partnership / S Corp / Individual / Trust Returns (Details):Experience with High-Net-Worth / Family Office Clients (Details):Tax Compliance & Consulting Experience (Details):Career Stability (Last 5–10 Years Summary):
Motivation / Reason for Relocation (if not local):
Motivation / Reason for interest in this position:
Contact Number:
Email ID:
LinkedIn Profile URL:
Full Address (Street, City, State, Zip Code):
Notice Period (in weeks):
Current Work Authorization Status:
Expected Salary:
Are you able to relocate on your own expenses and work in Tulsa, OK 74136?