Senior Tax Associate jobs in United States
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Veris | The Proactive CPA · 1 day ago

Senior Tax Associate

Veris is an award-winning financial services firm seeking a Senior Tax Associate to join their team. The role involves preparing tax returns, advising clients on tax strategies, and collaborating with team members to enhance service delivery.

AccountingConsultingFinance
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Jordan Bertanzetti
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Responsibilities

May assist managers with training and teaching in the department
Prepare multiple entity type tax returns efficiently
Shares and transfers knowledge within the team
Communication with partners, managers, and clients throughout the engagement process
Cross train to review and manage tax work and relationships
Run tax projections to help advise clients
Delegate your tax work as appropriate
Provide proactive approach to advisory tax services, less focus on the once-a-year tax return client
Develop and help clients deploy annual tax strategies

Qualification

CPA certificationPublic accounting experienceCCH Pro fx SuiteBachelor’sMaster’s DegreeAnalytical thinkingCommunication skillsTime management skillsTeam leadershipAttention to detail

Required

CPA certification or ability to sit for CPA desired
Desire for growth and professional development in CPA firm
Public accounting experience
Experience with CCH Pro fx Suite software or equivalent
Related Bachelor's or Master's Degree
Strong oral and written communication skills
Strong time management skills
Ability to lead and develop a team
Ability to problem solve with analytical thinking
Attention to detail

Benefits

Competitive benefits
Advancement opportunities
Flexible work weeks
Bonus plans for departmental performance and new business origination
Hybrid flexibility after 6 months of employment
Financial support to achieve CPA (if desired)

Company

Veris | The Proactive CPA

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At Veris CPA, we believe strong financial decisions begin with trusted relationships.

H1B Sponsorship

Veris | The Proactive CPA has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)

Funding

Current Stage
Early Stage

Leadership Team

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Chris Kerr, CPA
Partner
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Jenara Noel, CPA, MBA
Partner
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Company data provided by crunchbase