Senior Tax Associate

Mellville, NY or mid-town Manhattan, NY

The Company

We’re seeking a Tax Senior Associate to join our growing tax practice in Melville, NY. This is a well-rounded role covering both tax compliance and planning, with exposure to a diverse client base — professional services firms, real estate, and clients in ranging fields. You''''ll work directly with business owners and high-net-worth individuals, handling both corporate and personal returns.

We''''re a firm that believes in developing talent. If you''''re looking to build real technical depth, work toward your CPA, and grow within a supportive environment, we want to talk to you.

What You''''ll Do

Prepare and review corporate, partnership, and individual tax returns (Forms 1120, 1065, and 1040)

Support tax compliance and planning engagements across a range of industries, with a focus on professional services and real estate clients

Prepare personal tax returns for business owners and high-net-worth individuals

Occasionally support audit engagements as needed

Collaborate with team members across all experience levels, from staff to partners

Use UltraTax (primary) and ProSystems (secondary) for return preparation

Leverage Excel for analysis, workpapers, and client deliverables

Work with AI-enabled tax research/workflow tools (CoCounsel) where applicable

Required Qualifications

2–3 years of recent public accounting experience preparing 1120, 1065, and 1040 returns

Hands-on experience with tax software (ideally UltraTax; ProSystems is also used)

Strong proficiency in Excel

Comfortable working across a mix of corporate and personal tax engagements

Preferred Qualifications

CPA license (or actively pursuing CPA licensure)

Experience using AI-powered tax software/research tools (e.g., CoCounsel)