Tax Senior Associate - 1040/990-PF Returns
Summary
Tax Senior Associate prepares complex 1040 and 990-PF returns, conducts tax planning, and reviews work for accuracy at a multi-disciplinary accounting and advisory firm.
At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!
We are hiring a full-time Tax Senior Associate with heavy focus on 1040 returns and 990-PF to join our growing Tax team. The ideal candidate will be based out of our New York City or Parsippany, NJ office, though remote candidates will be considered living within the United States.
Essential Duties and Responsibilities:
Prepare complex projections, provisions and returns with accuracy and according to firm policies
Take responsibility for client work being performed on time, appropriate scope of services and within budget
Involvement in tax planning
Begins to review tax returns, organize work papers, maintain open item list, and conduct self-review of work before submission to reviewer
Ability to organize facts, analyze, interpret information, and perform research
Identify and develop alternatives for issues and consult with in-charge and/or partner
Master firm’s tax software, research technology tools and related products to accomplish work efficiently
Proactively manage assignments, clients, and workload
Qualifications:
Must be motivated, have the ability to multi-task and be organized. Maintain a positive attitude; be cooperative and flexible about the type of work assigned and in assisting other team members with assignments. Have excellent verbal and written communication skills.
3-5 years of work experience in public accounting
B.A./B.S. degree in Accounting
Comprehensive understanding of tax law
Proficient in preparing individual (1040) tax returns and 990 PF (private foundation) returns
EA or CPA license and/or MST are preferred
Comprehensive Benefits Package includes:
• Top Tier Health, Dental, & Vision Plans
• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
• Medical and Dependent Care
• Life and Voluntary Life Insurance
• Short and Long -Term Disability Insurance
• 401k plan with matching contribution
• Defined Contribution Plan (profit sharing)
• Customized Work Arrangements
• Floating Holidays and Volunteer PTO
• Unlimited PTO for Managers and Above
• Referral Bonus Program
• Tuition Reimbursement for Advanced Degree
• Healthy Living Reimbursement Program
• Health & Wellness App Subscription
• CPA & EA reimbursement for study materials and exam
• AICPA and CPA State Society membership reimbursement for Managers and above
• OnDemand access to industry leading CPE courses
• Summer Fridays at 1pm
Applicants must be authorized to work in the United States without the need for employment‑based visa sponsorship now or in the future. SAX does not sponsor applicants for U.S. work visa status for this position or for any future positions.
SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.