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Finance 🏢 Full Time ⭐️ Verified

Senior Tax Associate

Bluegrass Financial Group
Louisville
Estimated Salary
USD 65.000 – USD 85.000
New
Live Update
19 September 2026
Deadline
19 Sep 2027

Job Description

Join our award-winning tax team in Louisville's thriving financial district! Bluegrass Financial Group is seeking a dynamic Senior Tax Associate to deliver exceptional client services while advancing your career in one of Kentucky's fastest-growing sectors. Enjoy competitive compensation, comprehensive benefits, and unparalleled growth opportunities in our collaborative, forward-thinking environment.

Responsibilities

  • Prepare and file complex federal, state, and local tax returns for high-net-worth individuals and corporate clients
  • Conduct thorough tax research and advisory services using cutting-edge software solutions
  • Lead audit defense strategies and IRS correspondence management
  • Develop and implement tax optimization strategies for diverse client portfolios
  • Mentor junior associates and oversee quality assurance processes
  • Collaborate with cross-functional teams on integrated financial planning

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field (CPA/Masters preferred)
  • Minimum 4 years of progressive tax preparation experience in public accounting
  • Expert knowledge of IRS regulations, FASB standards, and Kentucky tax codes
  • Proficiency in ProSystem fx, CCH Axcess, or equivalent tax software
  • Exceptional analytical skills with attention to detail
  • Strong client relationship management and presentation abilities
  • Active CPA license in good standing

Required Skills

Tax Preparation IRS Regulations Financial Analysis Audit Defense Tax Optimization ProSystem fx CCH Axcess CPA Client Advisory

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