Sr. Tax Associate jobs in United States
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KBW Financial Staffing & Recruiting · 2 days ago

Sr. Tax Associate

KBW Financial Staffing & Recruiting is a well-established firm that’s been serving businesses and individuals for over 20 years. They’re looking for an experienced Senior Tax Preparer to join their collaborative team, where you will prepare and review tax returns, mentor others, and engage in client advisory work in a supportive environment.

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Growth Opportunities

Responsibilities

Prepare and review individual, partnership, S-Corp, and C-Corp tax returns
Review staff-prepared work and provide feedback, training, and mentorship
Work directly with clients to gather information and answer questions
Maintain accurate workpapers and ensure compliance with tax laws and deadlines
Contribute to process improvements and efficiency initiatives

Qualification

Tax preparationReviewing tax returnsQuickBooksMicrosoft OfficeCPAProcess improvementOrganizational skillsTime managementMentorship

Required

3+ years of professional tax preparation experience
Bachelor's degree in Accounting or related field required
Experience reviewing returns for accuracy and completeness
Strong organizational and time management skills
Proficiency in QuickBooks and Microsoft Office; UltraTax experience a plus

Preferred

CPA preferred but not required

Benefits

Medical, dental, and vision insurance
401(k) with employer participation
PTO (vacation & sick combined, starting at 2 weeks/year)
Stable year-round role (not seasonal or contract)

Company

KBW Financial Staffing & Recruiting

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KBW Financial Staffing & Recruiting is a staffing and recruiting company providing accounting and financial placement services. It is a sub-organization of BANKW Staffing.

Funding

Current Stage
Early Stage

Leadership Team

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Jason Alexander
Chief Revenue Officer (CRO)
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Matt Nagler
Managing Partner
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