Top Tax Associate Jobs

Provide tax advisory to private companies and high net worth clients, analyze complex tax issues for US subsidiaries, mentor junior staff, build client relationships, promote process standardization and uphold professional standards while using technical tools to drive efficiency.

Provide tax advisory and compliance services to banking and capital markets clients, including tax structuring, cross-border transaction guidance, financial statement tax analysis, regulatory compliance, and operational tax risk management. Mentor junior staff, build client relationships, conduct tax research, and deliver strategic solutions that align with clients' business objectives while staying current on tax regulations.

Provide state and local (income/franchise) tax advice to clients: analyze and interpret local tax laws, ensure compliance, optimize tax positions, mentor junior staff, collaborate on tax solutions, and uphold PwC technical and independence standards.

Provide tax planning, compliance, and advisory services for asset and wealth management clients. Lead digitization and automation efforts, analyze complex tax issues, mentor junior staff, build and sustain client relationships, interpret financial data for recommendations, and uphold professional and technical standards.

Provide tax planning, consulting, and compliance services for middle to large clients. Interact closely with clients, work with partners to deliver tax strategies, prepare Corporate/S-Corp/Partnership returns, and leverage tax software. Real estate focus preferred; minimal travel.

Perform client bookkeeping and accounting tasks, including bank and credit card transaction coding, bill and receipt processing, accounts receivable support, payroll journal entries, account reconciliations, working-paper updates, closing entries, and self-review. The role requires a bachelor’s degree, at least one year of BPO experience, and proficiency with Xero and QuickBooks Online. NetSuite experience and CPA licensure are preferred.

Prepares individual and straightforward business tax returns under supervision, organizes and verifies client documents, inputs data into tax software, tracks filing deadlines, responds to routine client inquiries, and supports extensions, estimated payments, records management, and process improvement. The role offers early-career development in tax services within a wealth management environment.

Support clients with tax notices, audits, and debt collections by analyzing notices, preparing responses, developing audit defense strategies, negotiating with tax authorities, conducting legal research, drafting appeals and settlement documents, and maintaining client communication while staying current on tax laws.

Prepares tax returns and performs audit, review, compilation, and assurance services for multiple client engagements. The associate develops expertise in accounting procedures, workpapers, systems, and industry knowledge while completing research and special projects. Responsibilities include meeting deadlines and budgets, identifying issues, communicating progress, and maintaining regular client and team communication. A bachelor's degree, CPA exam eligibility, accounting knowledge, Microsoft Office proficiency, reliable transportation, and willingness to travel to client sites are required.

Prepares individual, corporate, partnership, and other tax returns while performing audit, review, compilation, and assurance services. Supports multiple client engagements, completes research and special projects, communicates with clients, manages deadlines and budgets, and develops accounting and industry knowledge through training and client exposure.

Manage corporate tax engagements from planning through completion, including tax compliance, consulting, and ASC 740 income tax provision work. Review tax returns, research tax matters, respond to tax authorities, and identify tax savings opportunities. Supervise, train, and mentor associates and interns while managing client relationships, budgets, and deliverables. Collaborate with tax specialists and client management, maintain confidentiality, and participate in ongoing professional development.

Serve as an operational tax contact for investment funds by coordinating third-party tax providers, reviewing tax returns and K-1 delivery, managing tax calendars, and supporting FATCA and CRS reporting. Liaise with advisors, auditors, administrators, and internal teams; document tax policies and positions; assist with investor inquiries; and prepare tax explanations. The role requires partnership tax, fund compliance, investment structure, withholding, and international tax expertise.

Coordinate fund tax return filings and K-1 reporting, review tax workpapers and allocations, support tax projections and withholding, address tax notices and audits, respond to investor tax-information requests, and collaborate on tax strategies and structures. The role also supports documentation, database maintenance, AI software migration, transaction booking, and ad hoc tax projects for Credit and Global Special Situations businesses.

Provides operational, quality control, and transaction-processing support for tax-advantaged accounts, including IRAs, HSAs, and retirement plans. Processes withdrawals, conversions, QCDs, and recurring distributions; reconciles general ledgers; corrects minor errors; audits account documentation; and responds to basic member and branch inquiries. The associate also completes training on IRS rules, retirement account mechanics, and credit union compliance procedures.

The role involves preparing and reviewing tax returns for high-net-worth clients, conducting tax research, and supervising staff while developing tax strategies and maintaining client relationships.

Prepare and review corporate tax compliance and provision calculations for federal, state, and local filings; conduct tax research and planning; manage and delegate work; mentor junior staff; communicate with clients; pursue CPA certification support; develop technical and software tax skills.

Prepare and review individual, partnership, and S-corp tax returns; perform tax planning and estimated tax calculations; analyze financials and bookkeeping for tax issues; research federal, Florida, and multi-state tax law; communicate with clients; use CCH Axcess Tax and Excel; support tax notices and collaborate on complex planning and process improvements.

Provide live virtual tax consultation and preparation via Intuit’s TurboTax platform. Review and sign returns, advise on federal and California tax issues, assist customers with software navigation, optimize deductions, and ensure accuracy. Participate in paid training and use company tools (video chat, CRM, research databases) to deliver secure, customer-focused service during peak tax season.

Provide telecom tax and regulatory surcharge compliance services: prepare and review FCC Forms 499-A/499-Q, state and local telecom tax returns, E911/TRS/gross receipts/utility commission reports, and annual/quarterly PUC/FCC filings. Manage client portfolios and deadlines across multiple jurisdictions and coordinate regulatory reporting.

Lead Illumina's international tax function, overseeing global tax computations (Subpart F, GILTI, FDII, FTC), transfer pricing, OECD reporting, audit strategy, and strategic tax planning. Manage and mentor junior staff, collaborate with Finance/Accounting, deliver tax positions to stakeholders, and drive tax policy to support effective tax rate objectives and compliance.

Supports fiduciary income tax reporting and financial planning by reviewing tax returns, coordinating tax payments and filings, preparing projections and estimates, addressing tax notices, generating tax worksheets, and maintaining data integrity between trust accounting systems and tax software. The role also assists with estate and financial planning, tax withholding returns, quality control, procedure updates, and special projects. Some travel to tax conferences may be required.

Supports global corporate tax operations, including direct and indirect tax compliance, income tax returns, sales and VAT reporting, tax provisions, international tax calculations, audits, notices, and tax-related projects. Partners with Accounting, Finance, Accounts Payable, Accounts Receivable, and external consultants to ensure accurate filings, reconcile tax accounts, document tax positions, resolve issues, and improve processes through automation.

As a Senior Tax Associate, you will manage various tax engagements, focusing on business and individual returns, while ensuring client satisfaction through effective communication and project management.

Prepare and review business and individual tax returns, including partnership, S corporation, C corporation, state, composite, and pass-through entity filings. Support tax planning, consulting, projections, research, notices, and examinations. Manage client relationships, communicate recommendations, review workpapers, meet deadlines, and mentor Staff Accountants. Work collaboratively with internal teams in a fully remote environment.

The Senior Tax Associate will prepare tax compliance reports, manage individual and entity tax returns, reconcile accounts, assist in audits, and ensure confidentiality while delivering exceptional client service.