Senior Tax Associate

Posted Yesterday
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Lexington, KY, USA
In-Office
Senior level
Professional Services • Consulting
The Role
Lead and manage tax engagements, prepare complex business and individual tax returns, review workpapers, supervise and mentor staff accountants, build client relationships, and develop advisory and business development skills. The role requires CPA certification or active pursuit, public accounting tax experience, strong analytical and communication skills, and travel to client locations for primarily day trips.
Summary Generated by Built In

Blue & Co., LLC, is a dynamic and innovative accounting firm that provides growth-committed entrepreneurial clients with accounting and consulting services. 

We are currently seeking a talented Senior Associate to join our Lexington, KY office. As a Tax Senior, you will play a key role leading tax engagements as you begin to establish working relationships with clients, peers, and directors. You will continue to develop supervisory and management skills, benefit from ongoing training and mentoring, and work on a wide variety of challenging engagements. The ideal candidate will be promotable, have an advisory mindset, and possess a strong desire to build a career in client service.

Position Details:

  • Plan, schedule and manage all aspects of tax engagements.
  • Prepare business and individual tax returns.
  • Perform field work to include the preparation of complex work papers along with monitoring the work paper preparation of Staff Accountants.
  • Foster teamwork, innovative thinking, and knowledge sharing with team members to enhance service delivery.
  • Training and mentoring Staff Accountants.
  • Continually learn and become a subject matter expert in your area(s) of interest.

Position Requirements:

  • CPA Certification or eligible and actively pursuing certification.
  • 3-6 years of relevant tax experience in a public accounting firm.
  • Proven financial, analytical, technical and interpersonal skills.
  • Excellent client service and the desire to build business development skills.
  • Demonstrated ability to oversee and manage engagements, prioritize engagements and supervise/motivate staff.
  • Excellent written and verbal communication skills.
  • Ability to travel to client locations, mostly day trips; minimal overnight travel is required.


We are responsive. We are caring. We are advocates.

Blue & Co., LLC, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.

Candidates must be authorized to work in the U.S. without current or future employer sponsorship.

Agency candidates will not be considered for this position.


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Skills Required

  • CPA certification or eligibility with active pursuit of certification
  • 3–6 years of relevant tax experience in a public accounting firm
  • Proven financial, analytical, technical, and interpersonal skills
  • Excellent client service skills and desire to build business development skills
  • Ability to oversee and manage engagements, prioritize work, and supervise and motivate staff
  • Excellent written and verbal communication skills
  • Ability to travel to client locations, primarily for day trips, with minimal overnight travel
  • Authorization to work in the United States without current or future employer sponsorship
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The Company
HQ: Carmel, IN
626 Employees
Year Founded: 1970

What We Do

Blue & Co., LLC is an independent accounting and advisory firm serving closely held businesses, growth-oriented organizations, and individual clients. Its public-accounting work includes assurance, tax compliance and consulting, healthcare consulting, benefit-plan services, valuation, litigation support, and client accounting services. The firm also specializes in healthcare, construction, nonprofits, manufacturing and distribution, technology, financial services organizations, and agribusiness. It emphasizes responsive, client-centered support.

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