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Details
Posted: 04-May-26
Location: United States - Nationwide
Type: Temp to Full Time
Salary: $45-55/hr
Salary Details:
Contract role from August 1st - October 15, 2026, potential for full time position starting in 2027.
Required Education:
4 Year Degree
Additional Information:
Hybrid/Remote is allowed.
The Senior Tax Associate is responsible for preparing, reviewing, and filing complex federal and state tax returns for individuals and businesses. This role serves as a subject-matter expert, ensures compliance with tax laws, provides strategic tax planning guidance, and may mentor junior tax staff. The ideal candidate is detail?oriented, deadline?driven, and experienced with a broad range of tax situations.
Key Responsibilities
- Prepare and review complex federal, state, and local tax returns (individual, partnership, corporation, fiduciary, and nonprofit as applicable)
- Ensure compliance with current tax laws, regulations, and filing requirements
- Conduct tax research and provide accurate interpretations and recommendations
- Identify tax?saving opportunities and advise clients on tax planning strategies
- Communicate directly with clients to gather information, explain tax positions, and answer questions
- Respond to IRS and state tax authority notices and assist with audits or inquiries
- Review work completed by junior staff for accuracy and completeness
- Assist with training, mentoring, and quality control initiatives
- Maintain strict confidentiality of client information
- Manage multiple engagements while meeting firm deadlines, especially during peak tax season
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field (required)
- 7+ years of professional tax preparation experience
- CPA strongly preferred
- Extensive knowledge of federal and state tax codes
- Proficiency with tax preparation software (especially Drake, or ProSystems FX)
- Strong analytical, organizational, and problem?solving skills
- Excellent written and verbal communication skills
- Ability to work independently and collaboratively in a fast?paced environment
About Carlee J Perez, CPA, PC
At Carlee J Perez, CPA, PC, we deliver trusted, personalized tax and accounting services with the warmth and close attention of a true family office. With fewer than ten team members, our group is approachable, client-first, and always ready to lend a hand—whether it’s backing up a teammate or walking a client through a tricky tax situation.
We’re looking for an experienced Senior Tax Associate to join us with sharp expertise and real heart. You’ll prepare and review returns, while keep everything accurate and compliant. The perfect fit brings deep tax know-how, loves working as part of a tight-knit group, and takes pride in work that builds lasting client trust.
https://nabacareercenter.nabainc.org/jobs/22251175/senior-tax-associate
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