Rose, Snyder & Jacobs LLP · 16 hours ago
Senior Tax Associate
Rose, Snyder & Jacobs LLP is an independently-owned, full-service transdisciplinary tax and accounting firm. They are seeking a Tax Senior Associate with experience in public accounting, specifically in family office tax preparation and multi-state returns.
Responsibilities
Prepare and analyze individual, trust, and pass-through tax returns to ensure accuracy and compliance with tax codes, laws and regulations, including complex multi-state returns and separate activity schedules
Maintain accurate and updated documentation of tax preparation work
Stay up-to-date on tax codes, laws, and regulations and provide updates to associates on your team
Keep managers apprised on status of projects and deadlines
Actively participate in client internal meetings and discussions
Assist with responses to IRS and state tax notices including speaking with the IRS (or other state tax agencies); and
Conduct research on tax matters and provide advice to clients
Qualification
Required
Bachelor's Degree in Business, Accounting, or Finance
3-5 + years of public accounting firm experience
Demonstrated experience with pass-through returns
CPA/EA, or in process of obtaining a CPA/EA
Ability to work overtime during busy season
Experience in multi-state returns is required
Experience or interest in family office tax preparation work
Experience or an interest in preparing multi-state partnership, S-Corp, and individual returns
Excellent written and oral communication skills
Attention to detail and ability to meet a deadline
Ability to provide stellar customer service to clients
Ability to collaborate with colleagues
Ability to follow directions and use creativity to solve problems
Excellent judgement and curiosity
Public accounting experience
Proficient with Microsoft Office (Word, Excel, Access, Outlook)
Preferred
Knowledge of Prosystems or CCH Axcess Tax and Engagement Trial Balance software
Knowledge of XCM Tracking Systems
Benefits
Health Insurance: 1) Medical Insurance - $85/month for employee only (additional cost for covering dependents)
Dental Insurance
Vision Insurance
Health Savings Account available if electing medical insurance coverage from the firm (firm contributes $1300 annually – accrues monthly)
125 Plan
401(k) with 25% match of employee contribution after one year
PTO – 20 days per year (accrued monthly)
Additional PTO Thanksgiving Week (full week)
Employer Paid CPE’s
Generous Business Development and Employee Referral Bonus Programs
Company
Rose, Snyder & Jacobs LLP
People like to say there’s no magic in accounting, but at Rose, Snyder & Jacobs we think differently.
H1B Sponsorship
Rose, Snyder & Jacobs LLP 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 (1)
2023 (1)
2022 (2)
2020 (2)
Funding
Current Stage
Growth StageCompany data provided by crunchbase