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Sr Tax Associate Jobs in Springfield, MA (NOW HIRING)

Pwc

US Tech - AI Product Senior Associate

Hartford, CT · Hybrid

$55K - $187K/yr

Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit ... As a Senior Associate you will analyze complex problems, mentor others, and maintain elevated ...

Senior Living Residences

Dishwasher [dining]

Westfield, MA · On-site

$15.25 - $15.75/hr

... senior residents. Our associates appreciate our safe, home-like, and fun work environment. We are ... Commuter Benefits include pre-tax savings on public transportation passes and parking WHAT OUR ...

Senior Living Residences

Cook [dining]

Westfield, MA · On-site

$20 - $21/hr

... senior residents. Our associates appreciate our safe, home-like, and fun work environment. We are ... Commuter Benefits include pre-tax savings on public transportation passes and parking WHAT WILL YOU ...

Crowe LLP

Onboarding Senior Associate

Hartford, CT · Remote

... tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI ... The Onboarding Sr Associate plays a key role in the Development & Performance team at Crowe by ...

Savers Value Village

Associate Manager

West Springfield, MA · On-site

$17.10 - $28.04/hr

... senior executives. We develop around 90% of our training internally, and partner with a variety of ... tax dollars for eligible health and day care expenses Employee Assistance Program (EAP) A whole ...

Savers/Value Village

Associate Manager

West Springfield, MA · On-site

$17.10 - $28.04/hr

... senior executives. We develop around 90% of our training internally, and partner with a variety of ... tax dollars for eligible health and day care expenses Employee Assistance Program (EAP) A whole ...

Pwc

Senior Technical Product Owner

Hartford, CT · On-site

$127K - $168K/yr

Industry/Sector Not Applicable Specialism Software Engineering Management Level Senior Associate ... Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit ...

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Showing results 21-40

All JobsSr Tax Associate JobsSr Tax Associate Jobs in Springfield, MA

Sr Tax Associate information

See Springfield, MA salary details

$52.8K

$92K

$121.1K

How much do sr tax associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for sr tax associate in Springfield, MA is $92,040.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,200.00 and $100,600.00 per year, depending on experience, location, and employer.

What is a Sr Tax Associate?

Sr Tax Associates are experienced tax professionals who manage and oversee complex tax preparation, compliance, and advisory work for individuals, businesses, or organizations. They review tax returns, ensure compliance with local, state, and federal tax regulations, and often supervise junior staff. Senior Tax Associates also provide strategic tax planning advice to help clients minimize liabilities and stay current with changing tax laws. Their role typically requires strong analytical skills, attention to detail, and several years of relevant experience.

What are the key skills and qualifications needed to thrive as a Sr Tax Associate?

To thrive as a Sr Tax Associate, you need a deep understanding of tax regulations, accounting principles, and typically a degree in accounting or finance with CPA or EA certification preferred. Proficiency with tax preparation software (like CCH Axcess, ProSystem fx, or UltraTax) and advanced Excel skills are essential. Strong attention to detail, analytical thinking, and effective communication help manage complex client portfolios and provide insightful tax advice. These competencies ensure accurate tax compliance, minimize risk, and support client satisfaction in a highly regulated environment.

What are some common challenges faced by Sr Tax Associates when managing multiple client portfolios?

Sr Tax Associates often juggle multiple client portfolios, which can present challenges such as balancing competing deadlines, staying updated on ever-changing tax regulations, and ensuring accuracy while managing high volumes of data. Effective prioritization and clear communication with both clients and team members are essential to navigate these demands. Additionally, Sr Tax Associates must continuously refine their technical skills and leverage technology to streamline workflow and maintain compliance across diverse industries.

What is the difference between Sr Tax Associate vs Tax Analyst?

AspectSr Tax AssociateTax Analyst
Required CredentialsBachelor's degree in Accounting or Finance; CPA preferredBachelor's degree in Accounting, Finance, or related field; CPA optional
Work EnvironmentPublic accounting firms, corporate finance departmentsPublic accounting, corporate finance, consulting firms
Employer & Industry UsageCommonly employed in accounting firms and corporations for tax compliance and planningUsed in similar settings, focusing on tax data analysis and reporting

The main difference between a Sr Tax Associate and a Tax Analyst lies in their focus areas. Sr Tax Associates typically handle tax compliance, preparation, and client interactions, while Tax Analysts focus more on analyzing tax data, researching tax issues, and supporting planning strategies. Both roles require similar credentials and are found in comparable work environments, but their core responsibilities differ slightly based on their specialization within the tax function.

What are popular job titles related to Sr Tax Associate jobs in Springfield, MA?

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What job categories do people searching Sr Tax Associate jobs in Springfield, MA look for?

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What cities near Springfield, MA are hiring for Sr Tax Associate jobs?

Cities near Springfield, MA with the most Sr Tax Associate job openings:

Sr Tax Associate jobs near you
Infographic showing various Sr Tax Associate job openings in Springfield, MA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $92,040 per year, or $44.2 per hour.

Symmetry - Senior Investment Associate

HR & Talent Acquisition

Glastonbury, CT • On-site

$140K - $150K/yr

Full-time

Re-posted 4 days ago

Job description

Senior Investment Associate - Investments is a full-time, salaried, exempt position reporting to the head of the Investment team. The position supports the firm's investment team in the implementation, monitoring, and ongoing management of existing client portfolios as well as development of new strategies. This role bridges investment research, wealth strategies, portfolio oversight, and advisor support, ensuring that portfolios and strategies are implemented accurately, aligned with the firm's investment strategy, and periodically enhanced.
Responsibilities:
Strategy & Solutions Development:
  • Contribute to the development of a robust pipeline of potential new products and solutions to enhance the firm's competitive positioning.
  • Collaborate with sales and distribution teams to identify gaps and opportunities in the firm's investment offerings.
  • Enhance existing models and strategies to align with market trends and emerging client demands.
  • Partner with implementation and operational teams, including on broker dealer platforms, to ensure the seamless onboarding of new products.
  • Support product launches with internal training, investment collateral, videos, and webinars.
  • Engage directly with advisors to introduce and demonstrate the value of new strategies.
  • Regularly review the product lineup to identify opportunities for filling gaps and diversifying offerings.

Portfolio Management, Implementation & Trading
  • Work as a member of the portfolio management team on managing Symmetry's ETF & Mutual Fund model portfolios, SMAs, and other strategies, including portfolio operations, sub-Advisor oversight, reporting and regulatory responsibilities.
  • Manage systematic model and strategy updates, ensuring smooth implementation.
  • Collaborate and consult with executive management on curation and evolution of Investment solutions.
  • Research new and enhanced implementation strategies and solutions.
  • Work with trading team on with tax-aware portfolio management, including tax-loss harvesting and gain management.

Wealth Strategies
  • Support OCIO relationships, including consulting with Advisors, developing portfolios, monitoring, and providing ongoing updates.
  • Research, recommend, and help onboard providers of Wealth Strategies services.
  • Work on case design proposals, including research, recommendations, and presentation.
  • Coordinate with operations and custodians to ensure accurate trade execution of Wealth Strategies accounts.

Portfolio Maintenance & Enhancements
  • Assist in maintaining the firm's model portfolios and asset allocation frameworks.
  • Research and recommend enhancements to the firm's model portfolios as well as individual funds and SMA strategies.
  • Ensure consistent implementation of model changes across client accounts on all platforms.

Portfolio Monitoring & Analytics
  • Regularly assess the firm's performance reporting framework and recommend enhancements to improve efficiency, accuracy, and presentation.
  • Monitor performance attribution analysis and assist with periodic reporting.
  • Monitor investment holdings and flag material changes in risk, performance, or strategy.

Investment Research & Due Diligence:
  • Evaluate investment managers, including strategy, performance attribution, risk profile, and organizational stability.
  • Evaluate investment strategies, including strategy, risk profile, and market positioning.
  • Assist with the selection and replacement of funds/managers/strategies.

Market & Economic Research:
  • Analyze macroeconomic trends, market developments, and new strategies.
  • Create and promote regular research notes and white papers
  • Help produce and present periodic market commentary and investment insights for advisors and investors.

Advisor, Client, and Platform Support:
  • Oversee the creation and timely updates of investment marketing materials, including factsheets, model allocations, performance collateral, commentary, etc.
  • Develop investment-related content to articulate the value proposition of proprietary strategies and support advisor and client engagement.
  • Provide internal and external training on strategies.
  • Provide internal guidance on portfolio construction and investment implementation.
  • Work with National Accounts to provide Research Support for adding new strategies to existing platforms as well as strategies on new platforms.

Other Responsibilities:
  • Oversee and mentor analysts, providing guidance to improve performance and team effectiveness.
  • Participate in setting firm investment policy as participant in Investment Committee meetings.
  • Support the sales team by joining client and advisor calls, providing insights, and addressing investment-related questions.
  • Perform any other duties reasonably related to the responsibilities described above.

Minimum Competencies & Qualities:
  • Bachelor's degree, preferably in finance, economics, or a related analytical field.
  • 5 - 10 years of relevant experience in an investment-related field.
  • Chartered Financial Analyst® holder preferred -or completion of Levels I and/or Level II a plus.
  • Excellent critical thinking and analytical skills; ability to interpret financial and statistical information, demonstrating an understanding of measures/metrics and their relationship to financial performance.
  • Proficient in Microsoft Office Suite, with special expertise in Excel.
  • Experience with Morningstar and Bloomberg desired.
  • Strong understanding of portfolio construction and asset allocation.
  • Experience with systematic/ quantitative investment strategies.
  • Knowledge of portfolio trading and rebalancing processes.
  • Effective written and verbal communication skills; ability to present complex issues clearly.
  • Possesses good organizational and project management skills; ability to multi-task and prioritize competing tasks.
  • Ability to work independently or collaboratively on cross-functional projects.

Apply