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Source Advisors · 1 week ago

Senior Tax Associate- Compliance

United States

Full-time

Remote

Mid, Senior Level

$80K/yr - $90K/yr

3+ years exp

Source Advisors is a specialized tax consulting firm dedicated to partnering with CPA firms to maximize government-sponsored tax credits and incentives. As a Senior Tax Associate in the State and Local Tax Compliance group, you will ensure clients adhere to Sales & Use Tax regulations, manage compliance engagements, and oversee tax associates to deliver comprehensive tax solutions.

AccountingFinancial ServicesTax Consulting

Responsibilities

Manage and execute multistate Sales & Use tax compliance processes, including return preparation, filing, and payment remittance

Develop and maintain tax compliance calendars to ensure timely filing of returns and payments across multiple jurisdictions

Conduct thorough reviews of client data to identify potential compliance issues and recommend corrective actions

Coordinate with state tax authorities on notices

Maintain comprehensive documentation for compliance processes and ensure adherence to firm standards and regulatory requirements

Qualification

Sales & Use Tax complianceData analysisMicrosoft ExcelTax compliance softwareCommunication skills

Required

Three to five years of experience in Sales & Use tax compliance within a public accounting firm

Strong skills in data analysis and reconciliation, with advanced proficiency in Microsoft Excel

Excellent attention to detail and ability to manage multiple deadlines in a fast-paced environment

Strong communication skills for interacting with clients, team members, and tax authorities

Proficiency in tax compliance software systems such as Avalara and Vertex

Three to five years of experience in Sales & Use tax consulting within a public accounting firm

Preferred

Familiarity in state income tax, property tax, and other SALT areas as a plus

Company

Source Advisors

Source Advisors is a specialized tax consulting firm providing R&D Tax Credit, Energy Efficiency, and LIFO inventory solutions.

Founded in 1983

Fort Worth, Texas, USA

51-200 employees

https://sourceadvisors.com/

Funding

Current Stage

Growth Stage

Total Funding

unknown

2022-04-07Acquired

Leadership Team

Chris Henderson

Chief Executive Officer

Eric Steele

Chief Revenue Officer

Recent News

PRLog

Tax credit experts reveal key next steps from One Big Beautiful Bill

2025-07-15

NH Business Review

Tax deduction open to nonprofits going green on buildings

2025-04-26

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