Senior Tax Associate

Job Title: Senior Tax Associate

Location: Saratoga Springs, NY 12866

Job Type: Onsite, Full-time

About the Job:

We are seeking an experienced Senior Tax Associate to join a dynamic and collaborative tax advisory team. This role is ideal for a tax professional with strong expertise in individual income tax planning, compliance, tax research, and client advisory support. The successful candidate will play a key role in preparing and reviewing tax returns, mentoring junior staff, improving internal processes, and ensuring the highest standards of tax compliance and client service.

Key Responsibilities:

Prepare individual income tax returns of varying complexity, including all supporting workpapers.

Review complex individual tax returns prepared by junior team members to ensure accuracy and compliance.

Support year-round tax planning, compliance, and tax research initiatives.

Lead recurring tax meetings with advisory teams to discuss tax strategies, deadlines, and project progress.

Develop and deliver technical training programs for Tax Analysts and Associates.

Mentor and coach junior tax professionals to enhance technical and professional development.

Collaborate with team members to improve workflows, processes, and operational efficiencies.

Assist in creating and maintaining standardized tax templates and documentation.

Monitor changes in federal and state tax laws and communicate updates to management and team members.

Coordinate tax compliance calendars and ensure timely completion of client deliverables.

Maintain high-quality work while managing multiple priorities and meeting deadlines.

Required Qualifications:

Bachelor's degree in Accounting, Finance, Taxation, or a related field.

CPA, EA, or Master's in Taxation preferred.

5–7 years of progressive public accounting or tax experience.

Strong knowledge of individual income tax preparation, planning, and compliance.

Excellent analytical, organizational, and problem-solving skills.

Strong verbal and written communication skills.

Ability to manage multiple projects while maintaining exceptional attention to detail.

Self-motivated with the ability to work independently and collaboratively.

Proficiency in Microsoft Excel; experience with GoSystems is preferred.

Preferred Skills:

Individual Income Tax Preparation

Tax Planning & Compliance

Tax Research

Tax Return Review

Mentoring & Team Leadership

Process Improvement

IRS & State Tax Regulations

GoSystems Tax Software

Microsoft Excel

Time Management

Client Advisory Support

Critical Thinking

Communication & Collaboration

Benefits:

401(k) with Company Match

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid Time Off

Parental Leave

Flexible Schedule

Work-from-Home Opportunities

Tuition Reimbursement

Continuing Education Credits

Professional Development Assistance

Career Growth & Advancement Opportunities