Dobl Consulting

As a Senior Tax Associate, you will be responsible for managing tax engagements from preparation through completion while maintaining the firm's high standards for quality and client service. You will prepare and review tax returns, conduct tax research, communicate directly with clients, and provide guidance to Tax Associates. This role requires strong technical tax knowledge, excellent organizational skills, and the ability to work independently while collaborating effectively with the team.

Responsibilities

• Prepare complex individual, partnership, S corporation, C corporation, fiduciary, nonprofit, and state tax returns.
• Review work prepared by Tax Associates and provide coaching and constructive feedback.
• Perform tax planning and tax research for individuals and closely held businesses.
• Communicate directly with clients to obtain information, answer questions, and resolve tax issues.
• Identify tax-saving opportunities and recommend planning strategies.
• Maintain engagement budgets and ensure projects are completed on time.
• Assist managers with reviewing workpapers and preparing client deliverables.
• Mentor and train junior staff on tax preparation and firm procedures.
• Stay current on federal and state tax law changes.
• Contribute to process improvements that increase efficiency and accuracy.
• Build strong client relationships through responsive and professional communication.

Qualifications

• CPA license or actively pursuing CPA preferred.
• Bachelor's degree in Accounting (Master's in Taxation preferred but not required).
• 3–6 years of public accounting tax experience.
• Strong knowledge of individual and business taxation.
• Experience preparing complex tax returns with minimal supervision.
• Excellent analytical, organizational, and communication skills.ai
• Ability to manage multiple deadlines during busy season.
• Experience with tax preparation software and Microsoft Office.

What Success Looks Like

• Produces technically accurate tax returns with minimal review notes.
• Independently manages a portfolio of tax engagements.
• Coaches and develops Tax Associates.
• Communicates professionally with clients and resolves issues efficiently.
• Meets budgets and deadlines while maintaining exceptional quality.
• Demonstrates initiative, accountability, and a commitment to continuous learning.

This position is ideal for a tax professional looking to continue developing technical expertise while expanding leadership responsibilities in a growing, technology-driven firm.