Range
Senior Tax Associate
$70K–$140K
New York City +1 · On-site · Senior · Full-time · Posted Oct 2, 2026
- Location
- New York City
Bellevue, WA - Experience
- Minimum of 2+ years in tax compliance, tax preparation, or a similar role.
- Education
- Bachelor’s degree in accounting, finance, or related field.
About the job
Supports individual tax clients by answering questions, collecting documents, organizing files, and coordinating return milestones with tax preparation partners.
What you'll do
- Serve as the first point of contact for individual tax return questions and explain tax topics to clients.
- Request missing documentation and manage client files, workpapers, and lead sheets.
- Create process flows and monitor tax return milestones with external Tax Preparation Partners.
What they ask for
- At least 2+ years of experience in tax compliance, tax preparation, or a similar role.
- Knowledge of complex individual tax situations, including foreign income and FBAR reporting, Partnership K1 matters, state tax credits and reciprocity, and real estate reporting.
- Proficiency with LaCerte, Proconnect, and Google Workspace.
- Bachelor’s degree in accounting, finance, or a related field.
Pay
$70,000 – $140,000 USD base salary
Tools
Form 1040, LaCerte, Proconnect, Google Workspace
AI focus
The role has full access to AI tools, but no specific AI work is stated.
Model-written summary · the original posting is authoritative