Senior Tax Associate

The role

The Senior Tax Associate will prepare and review federal and multi-state tax returns for businesses and high-net-worth individuals. This role involves conducting tax research, assisting with FBAR filings, and communicating with clients.

What you will do

• Prepare and/or review federal and state tax returns for small to medium-sized businesses (Forms 1065 and 1120S), including multi-state entities
• Import and convert client trial balances into tax workpapers; analyze for timing differences and Schedule M adjustments
• Prepare and/or review complex individual tax returns (Form 1040) for high-net-worth clients, including multiple K-1 entries, composite returns, and multi-state withholdings
• Conduct tax research on federal, state, and local income and sales tax matters
• Assist with FBAR (Foreign Bank Account Report) filings and related financial disclosures
• Collaborate with senior tax staff to ensure accuracy and completeness of filings
• Communicate with clients to collect financial data, clarify issues, and provide updates
• Maintain up-to-date knowledge of tax regulations and industry best practices

Required qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 2–5 years of tax experience in a public accounting firm
• Proficient in preparing and reviewing Forms 1065, 1120S, and 1040
• Familiarity with multi-state tax filings and composite returns
• Strong working knowledge of tax software (e.g., CCH Axcess, ProSystem FX, or similar), Excel, and accounting systems
• Excellent analytical, communication, and organizational skills
• Ability to manage multiple deadlines in a fast-paced environment

Nice to have

• CPA or CPA-track
• Multi-lingual (Portuguese, Italian and/or Spanish preferred)
• Experience with international compliance (e.g., FBAR, FATCA)
• Exposure to sales and use tax compliance and research

Benefits

• Health, Dental, and Vision Insurance
• Options for fully paid employee only coverage for health and dental
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Access to Becker and LinkedIn Learning

About the company

Current partners with leading accounting firms across the United States through a shared platform. RRBB Accountants + Advisors is an independent, full-service accounting and advisory firm.