My Ideal Recruiter · 1 week ago
Senior Tax Associate
Alpharetta, GA
Full-time
Onsite
Mid, Senior Level
$65K/yr - $100K/yr
1+ years expMy Ideal Recruiter is a growing professional services firm seeking a Tax Associate to manage client tax engagements and contribute to a steady workload. The role requires autonomy and strong communication skills to handle a diverse range of client needs.
Staffing & Recruiting
Hiring Manager
Shana Marr, CPA, CIR
Responsibilities
Prepare complete federal and state tax returns for business and individual clients after receiving organized documentation
Independently manage assigned client accounts, including follow-ups and clarifying questions
Respond to client inquiries related to tax filings and general compliance matters
Handle a blended workload consisting primarily of business-related returns with a portion of individual filings
Collaborate with firm leadership on workload planning and deadlines
Assist with tax projections or planning calculations as experience allows
Support additional accounting or assurance engagements (e.g., compilations or reviews) when needed
Qualification
Required
At least 1–2 years of experience preparing full business tax returns end-to-end
Experience with federal and state income tax compliance
Ability to work independently with minimal oversight
Strong analytical skills to interpret financial documents and identify follow-up needs
Clear, professional communication skills for direct client interactions
Bachelor's degree in Accounting, Finance, or a related discipline
Willingness to work in an on-site office environment (Alpharetta)
Ability to pass a background check
Preferred
CPA, EA, or active interest in pursuing professional licensure
Experience in small to mid-sized accounting or advisory firms
Exposure to multiple entity types (e.g., corporations, partnerships, nonprofits)
Familiarity with common tax preparation, engagement, and document management systems
Interest in expanding into advisory or planning-oriented work
Company
My Ideal Recruiter
Our approach is tailored and personal.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Lincoln Marr
Managing Recruiting Partner
Shana Marr, CPA, CIR
Managing Recruiting Partner
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