Tax Senior Associate

We are seeking a Tax Senior Associate with public accounting experience to join our team. This role is ideal for a motivated professional who thrives in a client-focused environment and is passionate about delivering high-quality service. As a Tax Senior Associate, the duties are focused around two core concepts: technical expertise and delivering excellent client service. This individual will work closely with team members to ensure accurate and timely completion of tax engagements, while also mentoring interns and Associates, and contributing to a positive team culture. This position will work primarily out of Jackson Thornton's Birmingham office with hybrid flexibility.

Responsibilities

Prepare individual, corporate, partnership, and trust tax returns; Review returns prepared by interns and provide constructive feedback; Communicate directly with clients to gather necessary tax information and resolve questions; Research tax issues and contribute to client tax planning strategies; Apply technical tax knowledge to identify planning opportunities and potential tax implications for clients; Stay current on changes in tax laws and regulations; Support the development and training of Tax Associates and Interns; Use firm tax software and automation tools to work efficiently, and apply professional judgment when reviewing technology- and AI-assisted output before it reaches the client; Collaborate with team members to ensure efficient workflow and exceptional client service

Requirements

Bachelor's degree in Accounting; Two years of public accounting experience with a focus on tax; Strong technical knowledge of tax regulations and compliance; Proficiency with professional tax preparation software and Microsoft Excel, and the ability to learn new systems quickly; Excellent communication and interpersonal skills; Ability to manage multiple priorities and meet deadlines; Interest in applying AI and automation tools to tax workflows, paired with the judgment to know when professional review is required; Commitment to continuous learning and professional development

Nice to have

CPA license preferred, or actively pursuing (at least two parts of the CPA exam passed)

Benefits

Health, dental, and vision coverage; Life insurance; Long term and short term disability plans; Medical and dependent care flexible spending accounts; Paid time off plan; 401(k) plan with a match