Job summary

Senior Tax Associate – Job Description

Position: Senior Tax Associate
Department: US Tax Operations

Overview:

The Senior Tax Associate leads advanced tax preparation tasks, reviews work from junior associates, and ensures timely, high-quality tax return processing.

Key Responsibilities:
    •    Review individual (1040) and basic business tax returns prepared by associates
    •    Resolve tax discrepancies and provide corrective guidance
    •    Communicate directly with clients to finalize tax details
    •    Perform tax research as needed for complex cases
    •    Assist in training and mentoring junior associates
    •    Ensure compliance with IRS guidelines and internal quality standards

Qualifications:
    •    2+ years of US tax preparation experience
    •    Strong knowledge of IRS forms and regulations
    •    Ability to review and correct tax returns
    •    Excellent communication and leadership skills
    •    Strong analytical and problem-solving abilities