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782 results for Senior Tax Services Associate jobs

Senior Tax Associate
  • West Palm Beach, FL
  • onsite
  • Permanent / Full Time
  • 85000 - 100000 USD / Yearly
  • <p>We are looking for an experienced Senior Tax Associate to join a small independent public accounting team in South Florida. This role is ideal for a CPA who is confident managing a broad range of compliance and client service responsibilities in a dynamic environment. The position offers the opportunity to contribute across tax preparation, financial reporting, and advisory support while working directly with individuals and businesses.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax filings for individuals, corporations, partnerships, and trusts, including required foreign account reporting forms.</p><p>• Advise self-employed clients and business owners on practical tax planning strategies that support informed financial decisions.</p><p>• Complete quarterly and annual payroll tax filings accurately and within established deadlines.</p><p>• Oversee the timely preparation of recurring sales tax submissions on a monthly and quarterly basis.</p><p>• Record adjusting journal entries and assist with the assembly of year-end financial statements for client accounts.</p><p>• Support clients with QuickBooks-related needs, including account cleanup and improvement of financial report accuracy.</p><p>• Serve as a point of contact with federal and state tax authorities to address notices, inquiries, and compliance matters.</p><p>• Collaborate with clients and internal stakeholders to maintain organized records and ensure high-quality deliverables across engagements.</p>
  • 2026-05-15T00:00:00Z
Senior Tax Associate
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 125000 - 130000 USD / Yearly
  • <p><em>The salary for this position is up to $130,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong>Job Description:</strong> </p><ul><li>Assist in managing the process and communication with property managers and joint venture partners to obtain all necessary information and ensure proper tax reporting.</li><li>Assist in assessing and maintaining tax compliance requirements of fund structure, including schedule of returns, estimates and extensions filed.</li><li>Review pass-through entity, REIT and corporate tax returns, extensions, and quarterly estimates prepared by external tax advisors and joint venture partners.</li><li>Understand the impact of complex fund structures, transactions, partner allocations and disclosures on various types of investors (foreign, tax-exempt, domestic, etc.) and tax implications of transactions to the structure and investors.</li><li>Participate in the tax structuring, planning, and due diligence for acquisitions and dispositions.</li><li>Ensure all tax filings and payments are timely filed.</li><li>Assist in responding to federal and state notices.</li><li>Assist with federal and state audits.</li><li>Coordinate with external tax advisors to prepare taxable income projections for corporations, REITs, and pass-through entities in order to determine appropriate withholding associated with distributions to US taxable and international investors.</li><li>Analyze quarterly withholding requirements and impact of asset dispositions on REITs, partnerships, corporations, and investors.</li><li>Coordinate with the accounting department to document ASC 740, manage tax provision, review REIT testing qualifications and ensure all proper tax disclosures are included in order to comply with regulatory agencies.</li><li>Responsible for assisting with REIT compliance.</li><li>Assist with tax research and prepare memorandums outlining findings and conclusions for tax treatment related to strategic transactions and acquisitions.</li><li>Assist with investors’ tax inquiries, provide tax support to internal stakeholders and respond to ad-hoc requests.</li><li>Help to continuously improve internal tax processes, leveraging technology where possible.</li><li>Keep abreast of changes in industry regulation, maintain competency through continuing education and obtaining professional certifications.</li></ul><p><br></p>
  • 2026-06-03T00:00:00Z
Senior Tax Associate
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 100000 - 105000 USD / Yearly
  • <p> <em>The salary range for this position is $100,000-$105,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong><u>Position Overview</u></strong></p><p>The primary focus of this role is on corporate tax for small to mid-sized U.S. subsidiaries of multinational companies. In addition, the role includes exposure to individual income tax return preparation, including extensive work with expatriate and dual-status tax returns. This position is ideal for a well-rounded professional who enjoys variety and international work.</p><p><strong><u> </u></strong></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Prepare corporate tax returns (1120, 1120-S, 1065) and related workpapers for U.S. subsidiaries</li><li>Prepare U.S. individual income tax returns, including dual-status and expatriate filings</li></ul><p><br></p>
  • 2026-05-07T00:00:00Z
Tax Senior Associate
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • <p><em>The salary range for this role is $90,000-$110,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>Upgrade your Spring with a role that pays more, and respects your work-life balance.</p><p><br></p><p><strong>Job Description:</strong></p><ul><li>Serve as the engagement lead on specific client accounts</li><li>Take responsibility for pre-engagement planning, execution, and final deliverables</li><li>Writing memos and tax alerts</li><li>Assist with internal and external presentations</li><li>Develop detailed engagement work plans</li><li>Illustrate budgets and schedules</li><li>Actively participate in proposals</li><li>Researching complex federal income tax law</li><li>Learn about and provide insight on new and complex tax provisions across all federal income taxes</li><li>Create tax models and checklists to be used by other members of the federal tax team</li><li>Be a tax technical resource to firm partners and managers</li></ul>
  • 2026-05-27T00:00:00Z
Sr. Tax Associate
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 95000 - 115000 USD / Yearly
  • <p><em>The salary range for this position is $95,000-$115,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Senior Tax Associate position. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1)          The pay rates are above what their top competitors pay their employees</p><p>2)          They have higher bonus structures</p><p>3)          There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4)          The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5)          And more…</p><p><br></p><p>:<strong>Responsibilities</strong></p><ul><li>Prepare tax documents and assist on tax return preparation</li><li>Review and analyze financial statements</li><li>Manage workload and complete work to meet required regulatory deadlines</li></ul><p><br></p>
  • 2026-06-03T00:00:00Z
Senior Tax Accountant
  • Palm Beach Gardens, FL
  • onsite
  • Permanent / Full Time
  • 85000 - 100000 USD / Yearly
  • We are looking for an accomplished Senior Tax Accountant to join a client-focused public accounting firm in Florida. This position offers the chance to work closely with firm leadership while supporting high-net-worth individuals, families, and privately held businesses with sophisticated tax needs. The role is well suited for someone who is detail oriented and enjoys building trusted client relationships, delivering thoughtful tax guidance, and growing into a leadership-oriented position with strong long-term potential.<br><br>Responsibilities:<br>• Prepare and examine complex tax filings for individuals, partnerships, corporations, and trusts to support accurate and timely compliance.<br>• Guide tax planning strategies for high-net-worth clients and business owners by identifying practical approaches aligned with their financial goals.<br>• Oversee engagement administration, including billing coordination, invoice management, and progress tracking across assigned client work.<br>• Respond to tax authority correspondence, conduct technical tax research, and contribute to advisory assignments that require sound judgment and attention to detail.<br>• Strengthen existing client relationships by recognizing additional service needs and introducing value-added solutions when appropriate.<br>• Support new business efforts by participating in networking and client development activities that help expand the firm&#39;s presence.<br>• Work directly with senior leadership on initiatives tied to firm growth, client service strategy, and long-term business development.<br>• Build credibility with clients through regular communication, dependable follow-through, and a high standard of service.
  • 2026-05-08T00:00:00Z
Senior Tax Accountant
  • Chattanooga, TN
  • onsite
  • Permanent / Full Time
  • 80000 - 95000 USD / Yearly
  • <p><strong>Tax Senior – Public Accounting</strong></p><p><strong>Chattanooga, TN | Hybrid/On‑Site</strong></p><p><strong>Join a small public accounting firm where your work matters, your clients know you, and your life outside of busy season is respected.</strong></p><p>We’re partnering with a well‑established <strong>small public accounting firm</strong> in the Chattanooga area that is looking to add a <strong>Tax Senior</strong> to their team. This role is ideal for a tax professional who enjoys working with a broad client base, values strong client relationships, and prefers a <strong>supportive, balanced, and relaxed environment</strong> over a large‑firm grind.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>As a <strong>Tax Senior</strong>, you’ll play a key role in delivering high‑quality tax services while working closely with firm leadership and clients across a variety of industries.</p><ul><li>Prepare and review <strong>individual (1040), partnership, and S corporation</strong> tax returns</li><li>Manage multiple tax engagements and deadlines during busy season and throughout the year</li><li>Communicate directly with clients to gather information, answer questions, and resolve tax matters</li><li>Identify tax issues, planning opportunities, and potential risks</li><li>Research tax questions and apply <strong>federal and state</strong> tax regulations appropriately</li><li>Support clients year‑round with <strong>extensions, estimates, notices, and planning</strong></li><li>Work with businesses in <strong>service, retail, construction, and professional services</strong></li><li>Mentor and support junior staff as needed</li><li>Collaborate with firm leadership to ensure efficient workflows and high‑quality client service</li></ul><p><strong>Why This Firm</strong></p><ul><li><strong>Small‑firm environment</strong> with a broad, diverse client base</li><li>Real <strong>client interaction</strong> and ownership of your work</li><li><strong>Supportive leadership</strong> and a collaborative team culture</li><li>Emphasis on <strong>work‑life balance</strong> and sustainability</li><li>Opportunity to grow professionally without being siloed</li></ul><p><strong>Why Make a Move?</strong></p><p>If you enjoy public accounting but want:</p><ul><li>Less red tape</li><li>More meaningful client relationships</li><li>Exposure to different industries and entity types</li><li>A stable role where your contribution is visible</li></ul><p>This is the kind of environment where professionals <strong>stay</strong>.</p><p><br></p><p><strong>Interested?</strong></p><p>Reach out to learn more or have a confidential conversation.</p><p>This firm is focused on <strong>fit, attitude, and long‑term growth</strong>—not just checking boxes.</p>
  • 2026-05-11T00:00:00Z
Senior Tax Accountant
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 120000 - 135000 USD / Yearly
  • <p><em>The salary range for this position is $120,000-$135,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>The #1 thing on everyone&#39;s mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Responsibilities:</strong></p><ul><li>Calculate and report Section 1256 gains and losses, including mixed straddle adjustments and mark-to-market entries under Section 475(f).</li><li>Manage and reconcile tax treatment of short-term and long-term capital gains across multiple trading strategies and instruments.</li><li>Prepare and review Schedule K-1s for complex partnership structures, ensuring accurate allocations of income, deductions, and partner capital.</li><li>Perform detailed analysis of investment portfolios for tax characterization and compliance with IRS regulations.</li><li>Monitor tax law changes related to financial instruments and trading activity; provide guidance on implications for clients or firm entities.</li><li>Assist in tax planning, compliance, and strategy implementation for entities making Section 475(f) elections.</li><li>Review and document tax positions, supporting workpapers, and research memos.</li></ul><p> </p>
  • 2026-05-07T00:00:00Z
Senior Tax Accountant
  • Woodbury, NY
  • onsite
  • Permanent / Full Time
  • 120000 - 150000 USD / Yearly
  • We are looking for an experienced Senior Tax Accountant to join a public accounting team serving a diverse client base in New York. This position focuses on advanced tax compliance, planning, and advisory work across individual, partnership, and corporate engagements. The ideal candidate brings strong technical knowledge in multi-state taxation, pass-through entities, and complex transaction analysis, along with the ability to manage deadlines and communicate effectively with clients and internal stakeholders.<br><br>Responsibilities:<br>• Prepare and examine intricate federal and state tax filings for individuals, partnerships, and corporate entities, ensuring accuracy and compliance.<br>• Oversee pass-through entity tax calculations and filings while identifying practical strategies to improve tax efficiency.<br>• Evaluate property sale transactions, including gain calculations and related state tax implications across multiple jurisdictions.<br>• Maintain entity and transaction tax basis schedules and assess the impact of elections, adjustments, and structural changes.<br>• Review state-specific modifications, addbacks, apportionment factors, nexus positions, and composite filing requirements.<br>• Apply depreciation rules such as bonus depreciation and Section 179, and analyze book-to-tax adjustments including M-1 and M-3 reconciliations.<br>• Monitor passive activity losses, carryforwards, amended filings, tax notices, and audit responses to support ongoing client compliance.<br>• Develop year-end projections, recommend tax planning opportunities, and provide clear guidance on elections such as Section 754, like-kind exchanges, installment sales, and accounting method changes.<br>• Manage multiple client engagements independently, communicate complex tax matters clearly, and coordinate with attorneys, advisors, and other professionals as needed.<br>• Review the work of entry-level team members, offer technical coaching, and use tax software tools to streamline preparation, review, and workflow management.
  • 2026-06-02T00:00:00Z
Senior Tax Accountant
  • Norristown, PA
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • <p>Robert Half is looking for a detail-oriented Senior Tax Accountant to join our client&#39;s team in the Greater Philadelphia area. In this Senior Tax Accountant role, you will perform ongoing technical review of all tax returns, provide open communication to all staff, participates in a variety of client engagements; planning, executing and completing tax and accounting projects, consults with teammates on operational and control opportunities, as well as prepare annual individual and business tax returns.</p><p><br></p><p>Responsibilities:</p><ul><li>Conduct thorough reviews of individual and corporate tax returns to ensure accuracy and compliance.</li><li>Prepare annual tax filings for individuals and businesses, meeting all deadlines.</li><li>Collaborate with team members to execute tax and accounting projects effectively.</li><li>Provide technical expertise and guidance to staff on tax-related matters.</li><li>Assist in identifying operational improvements and strengthening control processes.</li><li>Utilize QuickBooks and Microsoft Excel to manage financial data and reporting.</li><li>Support compliance audits and ensure adherence to tax regulations.</li></ul><p><br></p>
  • 2026-05-29T00:00:00Z
Senior Tax Accountant
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 100000 - 110000 USD / Yearly
  • <p><em>The salary range for this position is $100,000-$110,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong>Job Description:</strong></p><p>•       Maintenance and review of general ledgers, including preparation of accounting entries for the day-to-day transactions and other activity.</p><p>•       Preparation and review of electronic tax work papers and tax returns for individuals, foundations and partnerships, including analysis of tax issues.</p><p>•       Preparation and review of financial analysis such as tax projections, cash flow and liquidity planning and budgets.</p><p>•       Preparing and maintaining periodic reports, including personal financial statements for family members, private foundation financial reports, summaries of property expenses, valuable articles and insurance policies. </p><p> </p><p><br></p>
  • 2026-06-02T00:00:00Z
Senior Tax Accountant
  • Jenkintown, PA
  • onsite
  • Permanent / Full Time
  • 80000 - 200000 USD / Yearly
  • <p>We are looking for an experienced Senior Tax Accountant to join our client&#39;s public accounting team in Pennsylvania. This position is well suited for a tax specialist who can handle advanced return preparation, support financial reporting activities, and serve as a trusted contact for a diverse client base. The role offers broad exposure to closely held businesses, individual and entity taxation, and advisory-focused client work in a collaborative firm environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review complex tax filings for corporations, pass-through entities, individuals, estates, and other applicable client structures while maintaining accuracy and timeliness.</p><p>• Work with client accounting records to identify needed adjustments, refine balances, and ensure books are properly aligned before tax work and reporting are finalized.</p><p>• Develop and revise financial statements in accordance with applicable regulatory guidance and firm standards.</p><p>• Examine operating agreements, loan terms, and related financial documents to determine reporting implications and calculate debt service coverage metrics when required.</p><p>• Oversee multiple engagements at once, set priorities effectively, and deliver completed work within established deadlines.</p><p>• Build strong client relationships by communicating clearly, resolving questions efficiently, and providing dependable day-to-day service.</p><p>• Support month-end and year-end close activities through journal entries, general ledger analysis, account reconciliations, and bank reconciliations as needed.</p><p>• Contribute to corporate tax compliance efforts, including federal, state, local, franchise, consolidated, and multi-state tax matters where applicable.</p>
  • 2026-05-07T00:00:00Z
Senior Tax Director
  • Red Bank, NJ
  • onsite
  • Permanent / Full Time
  • 250000 - 300000 USD / Yearly
  • <p>A respected regional CPA firm with over 75 years of progressive growth and stability Are you a experienced tax detail oriented ready to take the next step in your career? Our firm is seeking a Senior Tax Director or Tax Partner to join our leadership team. With offices in New Jersey and Florida, we offer a dynamic environment rooted in tradition, innovation, and long-term client relationships. </p><p><br></p><p>Benefits: Medical, Dental, Vision </p><p><br></p><p>What The Firm is Looking For: </p><p>·      10+ years of diversified tax experience </p><p>·      Strong technical expertise in federal and state tax regulations </p><p>·      Proven supervisory and leadership skills </p><p>·      CPA or JD preferred Why Join The firm: </p><p>·      Be part of a firm with a 75+ year legacy of excellence and stability </p><p>·      Work alongside experienced professionals in a collaborative culture </p><p>·      Competitive compensation and partnership track opportunities </p><p>·      Flexible location options in New Jersey or Florida</p><p>·      Lead and manage complex tax engagements across individual, partnership, and corporate tax returns </p><p>·      Provide strategic tax planning and consulting services </p><p>·      Supervise and mentor a team of tax professionals </p><p>·      Collaborate with firm leadership on growth initiatives and client development </p><p><br></p>
  • 2026-06-05T00:00:00Z
Senior Tax Manager
  • Saratoga Springs, NY
  • onsite
  • Permanent / Full Time
  • 150000 - 180000 USD / Yearly
  • <p>Speciality CPA firm in Saratoga is seeking a Senior Tax Manager due to a recent Partner retirement. This position has Partnership potential in the coming 1-2 year timeframe. This is a growing firm and this position will be picking up a large book of business. Relocation assistance is available for candidates with ties to the area.</p>
  • 2026-05-08T00:00:00Z
Senior Tax Manager
  • Midland, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • We are looking for an experienced Senior Tax Manager to oversee corporate tax operations for a multi-entity organization in Midland, Texas. This position acts as a key advisor to leadership, guiding tax planning, compliance, and risk management across the business. The role offers broad ownership of direct and indirect tax matters, along with the opportunity to strengthen processes, support strategic decisions, and develop a capable tax team.<br><br>Responsibilities:<br>• Direct the company’s tax function by setting priorities for planning, compliance, and risk management across multiple legal entities.<br>• Manage the preparation and review of federal consolidated filings, state income tax returns, franchise tax submissions, and quarterly estimated payments.<br>• Lead the annual income tax provision process and coordinate effectively with external advisors and audit partners when specialized support is required.<br>• Oversee sales and use tax reporting in multiple jurisdictions and ensure transaction tax treatment is applied accurately within day-to-day operations.<br>• Administer property tax compliance activities, including filings, valuation reviews, and appeal support where appropriate.<br>• Handle tax audits, agency notices, state registrations, information reporting, unclaimed property obligations, and other regulatory submissions.<br>• Evaluate legislative and regulatory developments, determine business impact, and recommend practical actions to maintain compliance and improve tax outcomes.<br>• Improve tax-related systems, forecasting support, and internal workflows to increase efficiency, reduce exposure, and manage outside service costs.<br>• Mentor and supervise tax staff, promote accountability, and build team capability through thoughtful delegation and development.<br>• Partner with finance, accounting, and operational leaders to advise on the tax effects of business initiatives, structural changes, and growth opportunities.
  • 2026-06-05T00:00:00Z
Senior Associate, Accounting
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 90000 - 95000 USD / Yearly
  • <p><em>The salary range for this position is $90,000 - $95,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong><u>Role Overview </u></strong></p><p>Reporting to the Team Manager, the Senior Associate will act as the Functional Accounting Owner for a portfolio of various business sites. This role is a unique mix of hands-on technical accounting and strategic financial stewardship. You will start “in the weeds” for your assigned sites, owning the close process, learning the property management systems, transactions, and reconciliations, and reconciliations — while contributing to the standardization work that scales across the portfolio. You will work closely with Finance and Operations teams and have direct visibility to the Controller and other executive team members.</p><p>On the Cutting Edge with AI</p><p><br></p><p><strong><u>Key Responsibilities </u></strong></p><p>•      Take full responsibility for the financial reporting of various assigned brands. You will be the primary accounting point of contact for local General Managers and the centralized Finance/Operations teams.</p><p>•      Manage the full close cycle for your sites. While this includes base accounting items such as AP, reconciliations, and assisting in cash management functions, it goes beyond rote entries to include various accruals, tax evaluations, variance analyses, and evaluating Budget vs. Actual (BvA) results and trends for review meetings.</p><p>•      Maintain and update complex Excel analyses, including liquidity forecasts, impact of process changes, and ad hoc analyses. Participate in systems migration projects and opportunities to learn and use AI to streamline processes.</p><p>•      Document process mapping to identify inconsistencies in local accounting (e.g., Gross vs. Net revenue treatment) and contribute to the implementation of standardized workflows across your portfolio and the company.</p><p>•      Act as the ultimate owner of key reconciliations, specifically Trust Liability (ensuring cash-to-liability accuracy) and local tax compliance filings.</p><p>•      Support audit and due diligence requests during the company&#39;s rapid acquisition cycles, helping onboard new sites into our NetSuite environment and apply standard operating procedures to newly acquired companies.</p><p>Competencies for Success</p><p>•     Holds self and others accountable to meet and follow through on commitments; acts with a clear sense of ownership; establishes clear processes for monitoring work and measuring results.</p><p>•      Takes on new opportunities and tough challenges with a sense of urgency and high energy; readily takes action on challenges without unnecessary planning; displays a &quot;can-do&quot; attitude.</p><p>•      Strong verbal and written communication skills; confidently interacts with a wide range of stakeholders including General Manager/local site leadership, financial institutions, and executive management; attentively listens and encourages diverse ideas.</p>
  • 2026-05-22T00:00:00Z
Senior Associate
  • Chicago, IL
  • remote
  • Permanent / Full Time
  • 125000 - 140000 USD / Yearly
  • <p><em>The salary range for this position is $125,000 - $140,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>The #1 thing on everyone&#39;s mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description:</strong></p><ul><li>Assist in preparation and review of Federal, State and Local individual, partnership, S-corporation, and trust income tax projections and returns</li><li>Preparation and review of financial and investment deliverables</li><li>Execute a client service plan on complex engagements and work closely with the Directors in exceeding our client&#39;s expectations</li><li>Engage in planned and impromptu financial conversations with clients</li><li>Initiate continuous improvement through leverage of new or existing technology</li><li>Manage workflow of associates and administrative staff in conjunction with Director input</li></ul><p><br></p>
  • 2026-06-03T00:00:00Z
Senior Tax
  • Beverly, MA
  • onsite
  • Permanent / Full Time
  • 110000 - 130000 USD / Yearly
  • We are looking for a highly skilled Senior Tax specialist to join a boutique wealth management firm located in Beverly, Massachusetts. This position requires expertise in tax compliance and planning for high-net-worth individuals and trusts, and offers the opportunity to work closely with clients and internal teams to deliver exceptional financial solutions. This is a fully on-site role that demands a strong background in tax preparation and fiduciary returns.<br><br>Responsibilities:<br>• Prepare and review federal and state tax returns for individuals and trusts with precision and efficiency.<br>• Oversee the collection and organization of client data, ensuring the accuracy of workpapers and filings during tax season.<br>• Develop comprehensive tax projections and schedules for estimated payments.<br>• Provide proactive tax planning services, address client tax notices, and handle extended returns.<br>• Collaborate with internal teams and maintain direct communication with clients to ensure seamless service delivery.<br>• Utilize tax software to streamline processes and ensure compliance with regulatory standards.<br>• Stay informed on changes in tax laws to provide clients with the most current advice.<br>• Manage fiduciary income tax returns for trusts and estates with thorough attention to detail.<br>• Conduct reviews of sales and use tax filings to ensure accuracy and compliance.
  • 2026-05-15T00:00:00Z
Senior International Tax Analyst
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p><em>The salary range for this position is $100,000 - $120,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><b>Job Description:</b></p><ul><li>5 plus years of experience in a Corporate Income Tax department and or public accounting firm, with the majority of the focus on corporate income tax/direct tax with a multinational company.</li><li>Must have international tax experience</li><li>A candidate must have the ability to interpret domestic and international tax concepts as well as a working knowledge of ASC 740, accounting for income taxes </li><li>A candidate must have the ability to analyze data and calculate the impact of legislative changes and tax planning opportunities as applied to the company.</li><li>A candidate must have working knowledge of the U.S. tax legislation and accounting principles, including the Tax Cuts and Jobs Act (TCJA) and familiarity with GILTI, BEAT, FDII and FTC computations. </li><li>A candidate must be comfortable with tax technology, the ability to navigate, and hands on use of our accounting tools including OneSource Tax Provision Software, OneSource Income Tax Return Software, PeopleSoft, CCH, and BNA.</li><li>A candidate must have working knowledge of debits and credits and the ability to extract relevant data from a general ledger software package via queries and other methods.</li><li>A candidate must have the ability to create and comprehend advanced features within Excel models including pivot tables, V-look up, H-look up, If statements, Sum If formulas, Index Match, and other automation functionality.</li><li>Bachelor’s degree in Accounting is a must.</li><li>Certified Public Accountant is a must.</li><li>MST or LLM is preferred. </li></ul><p> </p><p><br></p>
  • 2026-05-07T00:00:00Z
Senior Associate – Transaction Advisory Services (TAS)
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 135000 - 180000 USD / Yearly
  • <p><em>The salary range for this position is $135,000 - $180,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong>Job Description </strong></p><p>The TAS Senior Associate will assume a wide set of responsibilities across buy and sell side transactions, including financial and business due diligence, making a significant impact in a fast-paced, entrepreneurial environment. This role represents a unique opportunity for highly-motivated professionals to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess a business’s strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients&#39; investment strategies.</p><p><br></p><p><strong>Responsibilities</strong></p><ol><li>Work directly with senior personnel at the Company and their clients to develop comprehensive solutions to complex transactional challenges </li><li>Execute buy and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis</li><li>Draft clear and compelling reports outlining key takeaways and participating in management meetings</li><li>Review transaction agreements, customer and vendor contracts</li><li>Collaborate closely with performance improvement, restructuring and investment banking colleagues</li><li>Support internal trainings and best practice sharing</li><li>Support talent acquisition and firm-building initiatives</li><li>Contribute to a high-performing, inclusive and values-driven culture</li></ol><p><br></p>
  • 2026-05-07T00:00:00Z
Senior Director of Tax
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 200000 - 270000 USD / Yearly
  • <p>We are looking for an accomplished tax leader to guide tax strategy and oversight across a sophisticated investment platform based in Twin Cities, Minnesota. This role serves as a key advisor on transaction matters, fund structures, and investor considerations while working closely with Finance, Legal, Investments, Client Service, and external specialists. The ideal candidate brings strong technical depth, sound judgment, and the ability to translate complex tax matters into practical guidance for internal teams and clients.</p><p><br></p><p>Responsibilities:</p><p>• Direct tax analysis for investment activity across private equity, private credit, venture capital, and related investment structures, ensuring issues are addressed early in the deal process.</p><p>• Develop tax-efficient approaches for domestic taxable investors, tax-exempt entities, and international investors while balancing business objectives and regulatory considerations.</p><p>• Collaborate with legal partners on the review and negotiation of fund, financing, subscription, and side agreement documentation to address tax implications and protect stakeholder interests.</p><p>• Prepare and maintain clear written support for tax positions, including memoranda, technical analyses, and internal guidance that outline assumptions, conclusions, and risk considerations.</p><p>• Oversee federal, state, and international tax compliance for funds and related entities, including estimates, return review, and distribution planning.</p><p>• Advise investment professionals on the tax impact of acquisitions, restructurings, exits, and other liquidity events to support informed decision-making.</p><p>• Monitor legislative and regulatory developments and communicate relevant changes to clients, leadership, and internal teams in a practical and timely manner.</p><p>• Support tax audits and inquiries by developing response strategies, defending positions taken on filings, and coordinating with federal, state, local, and foreign tax authorities as needed.</p><p>• Provide high-quality client support through ongoing communication regarding taxable income expectations, annual reporting deliverables, and tax matters affecting investment vehicles.</p><p>• Lead the tax function by setting priorities, guiding team and external service providers, and strengthening processes to deliver accurate work in a deadline-driven environment.</p>
  • 2026-05-15T00:00:00Z
Assurance Senior Associate
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 95000 - 110000 USD / Yearly
  • <p><em>The salary range for this position is $95,000-$110,000 and it comes with benefits, including Medical/Dental, 401k &amp; time off. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p><strong>Job Description:</strong></p><p> As part of the Financial Services Industry team, you’ll work with some of the nation’s leading private equity, hedge, and other alternative investment funds. You’ll</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as the engagement lead on specific client accounts</li><li>Take responsibility for pre-engagement planning, execution, and final deliverables</li><li>Develop detailed engagement work plans</li><li>Illustrate budgets and schedules</li><li>Actively participate in proposals</li><li>Manage a team of staff associates, including interns, while providing regular performance coaching and feedback</li><li>Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership</li></ul><p><br></p><p><strong> </strong></p>
  • 2026-05-27T00:00:00Z
Senior Registered Client Service Associate
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 55000 - 85000 USD / Yearly
  • <p>We are seeking a Registered Client Associate to support financial advisors and deliver an exceptional client experience. </p><p><br></p><p>This role is responsible for client communications, account servicing, money movement requests, new account openings, meeting coordination, and administrative support.</p><p><br></p><p><br></p>
  • 2026-06-04T00:00:00Z
Sr. Tax Accountant
  • Richmond, VA
  • remote
  • Temporary / Contract
  • 66.5 - 77 USD / Hourly
  • We are looking for a detail-oriented Sr. Tax Accountant to join our team on a long-term contract basis in Richmond, Virginia. This role is integral to ensuring corporate tax compliance and managing a high volume of tax filings with precision and accuracy. If you possess a strong background in tax preparation and compliance, this opportunity is ideal for you.<br><br>Responsibilities:<br>• Prepare and file federal, state, and local corporate income tax returns in compliance with regulations.<br>• Manage sales and use tax filings, ensuring timely and accurate submissions.<br>• Assist in the preparation and documentation of transfer pricing reports and property tax filings.<br>• Compile and submit annual informational reporting, including Forms 1099, for all U.S. Group companies.<br>• Address international tax compliance requirements as needed.<br>• Collaborate with internal teams to maintain organized tax work papers and records.<br>• Support audits by providing necessary documentation and responses to inquiries.<br>• Ensure adherence to company policies and regulatory standards in all tax-related activities.<br>• Conduct periodic reviews of tax data to identify discrepancies and implement corrective actions.<br>• Provide guidance and mentorship to entry-level staff on tax-related processes and compliance standards.
  • 2026-06-02T00:00:00Z
Sr. Tax Accountant
  • Charlotte, NC
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>We are looking for a Sr. Corporate Tax Accountant to support direct income tax activities for a great organization in Charlotte, NC. This position is well suited for a tax specialist with strong attention to detail and a solid foundation in corporate tax compliance and income tax provision work, whether gained in public accounting, industry, or a combination of both. The role offers the opportunity to contribute to core tax operations, strengthen reporting accuracy, and partner with internal stakeholders on key corporate tax matters.</p><p><br></p><p>Responsibilities:</p><ul><li>Prepare and support federal, state, and local corporate income tax filings with a focus on accuracy, timeliness, and compliance.</li><li>Assist with the annual and interim income tax provision process, including calculation support, documentation, and reconciliation activities.</li><li>Analyze tax data and financial information to identify reporting issues, resolve variances, and improve the quality of tax workpapers.</li><li>Collaborate with finance and accounting teams to gather information needed for tax reporting and compliance deliverables.</li><li>Maintain organized records and schedules that support audits, tax examinations, and internal review requirements.</li><li>Contribute to process improvements within the corporate tax function, including support for tax-related system tools when applicable.</li><li>Research tax questions and summarize findings to help address technical issues and reporting requirements.</li></ul>
  • 2026-05-12T00:00:00Z
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