Job Description
Join our dynamic team at Peak State Financial Partners and elevate your career in tax advisory! We're seeking a meticulous Senior Tax Associate to deliver exceptional service to high-net-worth individuals and growing businesses. Enjoy a collaborative environment with cutting-edge tax software, continuous professional development, and a culture that rewards innovation. Plus, benefit from our comprehensive wellness program and flexible work arrangements designed for modern professionals.
Responsibilities
- Prepare and file complex federal, state, and local tax returns for corporate and individual clients
- Conduct thorough tax research and provide strategic compliance guidance
- Manage client relationships through proactive communication and quarterly tax planning
- Collaborate with audit and consulting teams to deliver integrated financial solutions
- Maintain meticulous documentation and ensure adherence to IRS regulations
- Lead junior associates through mentorship and quality control processes
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of progressive tax preparation experience in public accounting
- Expertise in individual, corporate, and partnership taxation
- Proficient in tax software (e.g., Lacerte, ProSystem fx, or CCH)
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication abilities
- Active CPA license or enrolled agent designation