Senior Tax Associate | CPA Candidate | Strong Technical + Client-Facing Experience
Hybrid/Onsite
- 6 years of public accounting experience.
- Prepares and reviews complex federal, state, and multistate tax returns — including S corps, partnerships, individuals, trusts, and simple C corps.
- Successfully managed a portfolio of 200+ clients while serving as the lead on all communications, tax prep, review, and planning.
- Experience mentoring and reviewing associate work, with leadership exposure.
- Strong client-facing skills — led full-cycle engagements with high-net-worth individuals, corporate officers, and business owners.


