Senior Tax Associate

We are seeking a Senior Tax Associate to provide fiduciary, estate, gift, and personal income tax compliance and advisory services. This role involves preparing and reviewing tax returns, conducting tax research, and managing client relationships. The position offers strong career growth potential and the opportunity to work with experienced professionals in a dynamic environment.

Responsibilities:

• Prepare individual, fiduciary, estate, and gift tax returns.
• Provide estate planning and tax compliance services.
• Oversee fiduciary accountings for estates and trusts.
• Handle federal and state tax notices and audits.
• Research tax laws and develop tax-saving strategies.
• Analyze estate planning legal documents and provide advisory support.
• Manage client relationships and oversee client accounts.
• Supervise and mentor junior staff, monitoring workloads and performance.