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Senior Tax Associate

Jobot

Westbury, NY

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JOB DETAILS
SALARY
$97,000–$140,000 Per Year
SKILLS
Certified Public Accountant (CPA), Communication Skills, Customer Relations, Customer/Client Research, High Net Worth, Leadership, Legal, Local Tax, Mentoring, Organizational Skills, Public Accounting, Public/Media/Press/Analyst Relations, State Tax, Tax Accounting, Tax Planning, Tax Returns, Team Player, Time Management
LOCATION
Westbury, NY
POSTED
Today
Senior Tax Associate | Hybrid | HNW & Complex Entity Exposure

This Jobot Job is hosted by: Jeremy Pike
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $97,000 - $140,000 per year

A bit about us:

We are a growing, relationship-driven public accounting and advisory firm serving high-net-worth individuals, closely held businesses, partnerships, and multi-entity organizations across a wide range of industries. Our team offers the resources, client complexity, and career growth opportunities of a larger firm while maintaining the collaborative culture and mentorship environment of a mid-sized practice.

With continued growth and long-term expansion plans, we are looking for tax professionals who want broad technical exposure, meaningful client interaction, and a clear path for advancement.

Why join us?
  • Hybrid schedule: 3 days in-office / 2 days remote
  • Exposure to sophisticated HNW individuals and complex multi-entity structures
  • Strong mentorship and career development opportunities
  • Collaborative environment with direct access to firm leadership
  • Generalist practice offering broad return exposure instead of narrow specialization
  • Opportunity to work on tax planning, projections, and advisory projects
  • Growing firm with strong long-term stability and advancement potential
  • Competitive compensation, annual bonus potential, and comprehensive benefits package


Job Details

We are seeking a Senior Tax Associate to join our growing tax practice. This role is ideal for someone coming from public accounting who enjoys hands-on tax preparation, client interaction, and working across multiple entity types in a collaborative environment.

The ideal candidate will have experience preparing complex returns for partnerships, corporations, S-corporations, and high-net-worth individuals while managing multiple engagements and deadlines during busy seasons.

Responsibilities
  • Prepare and review federal, state, and local tax returns including:

• 1040 (high-net-worth individuals)
• 1065 partnerships
• 1120S S-corporations
• 1120 C-corporations
  • Work with multi-entity and K-1 heavy client structures
  • Assist with tax planning, projections, and advisory engagements
  • Communicate directly with clients to gather information and resolve tax matters
  • Research moderately complex tax issues and document findings
  • Collaborate with managers and partners on complex engagements
  • Review work prepared by junior staff and provide mentorship
  • Manage multiple deadlines in a fast-paced public accounting environment

Qualifications
  • 3+ years of public accounting tax experience
  • Strong exposure across multiple return types (1040, 1065, 1120S, 1120)
  • Experience with high-net-worth individuals and pass-through entities preferred
  • Foundational to strong experience with CCH Axcess Tax required
  • Experience with multi-state returns and Trust & Estate (1041) returns is a plus
  • CPA or CPA track strongly preferred
  • Strong communication and organizational skills


Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com