EthicsPro Tax | Planning & Strategy Senior Tax Associate Remote · Full time Company website

Apply for Senior Tax Associate

Join our growing team at EthicsPro and be part of a firm that takes a hands-on, client-focused approach to tax strategy. EthicsPro is a specialized tax strategy firm focused on helping business owners reduce tax liability through proactive planning, advanced strategies, and a highly personalized experience. We work closely with our clients to deliver meaningful results, which means our team stays engaged, responsive, and connected to the work. Our environment is collaborative and team-oriented, where people naturally step in to support one another and contribute where needed. Because of our size and the way we serve clients, team members tend to stay involved across different areas of the business, gaining exposure and experience beyond a single lane. People who enjoy being part of a close-knit team, staying connected to the work, and having the opportunity to contribute in a variety of ways tend to do well here. In return, we offer an environment where your work is visible, your contributions matter, and you have the opportunity to grow alongside the business. At EthicsPro, we are building something with intention and are looking for people who want to be part of that journey.

KEY RESPONSIBILITIES:

• Prepare and review year-end tax returns for small business clients and high net worth individuals
• Support tax planning engagements by preparing analyses and assisting in client-facing discussions
• Prepare materials for tax planning kickoff, implementation, and quarterly meetings and participate in client calls as needed
• Record tax entries within client accounting systems and identify potential errors or inconsistencies
• Review tax returns and supporting workpapers prepared by junior staff for accuracy, completeness, and proper application of tax strategies; provide actionable feedback and verify that corrections are completed
• Assist in identifying tax planning opportunities during preparation and review and escalate recommendations to senior team members
• Ensure tax returns and supporting workpapers reflect applied strategies and are completed accurately and on time, resolving review findings and escalating complex issues as needed
• Conduct research on tax legislation and IRS guidance to support client strategies
• Stay current on evolving tax laws and industry trends
• Collaborate with the tax team to improve preparation and review processes, efficiency, and consistency in deliverables

QUALIFICATIONS:

• 4+ years of experience in public accounting with a focus on individual and small business tax, including experience reviewing tax returns and supporting workpapers
• CPA or EA preferred (or actively pursuing)
• Strong understanding of tax compliance and foundational tax planning concepts
• Ability to identify errors, inconsistencies, and missing documentation and communicate clear, constructive review feedback
• Strong problem solving and interpersonal communication skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Advanced Excel skills
• Willingness and ability to learn new tools and technologies quickly
• Strong attention to detail and commitment to delivering accurate, high-quality work
• Ability to work both independently and collaboratively within a team environment
• Maintains a low-ego, solutions-oriented approach to problem solving

This role is designed to give a clear picture of what the position involves, but responsibilities may shift as the business grows and priorities change.

We offer competitive compensation and benefits that support our team both professionally and personally.

EthicsPro Tax | Planning & Strategy is committed to building a team based on merit, respect, and opportunity. We consider all qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.

Employment with EthicsPro is at-will.