[Hiring] Senior Tax Associate @Profitwise Accounting

Role Description

Profitwise Accounting is hiring a Senior Tax Associate to join our Tax team. This role is ideal for an experienced tax professional who can prepare and review complex returns, support client relationships, identify planning opportunities, and help mentor other preparers.

This is not a basic tax preparation role. The Senior Tax Associate is expected to bring strong technical tax knowledge, sound judgment, client-facing confidence, and the ability to recognize risk before it becomes a larger issue. This person will prepare returns across multiple entity types, perform quality reviews, support tax planning, and serve as a trusted point of contact for clients.

The right candidate is detail-oriented, technically strong, comfortable researching tax rules, and able to communicate complex tax concepts clearly to clients and team members.

Qualifications

• 10+ years of tax preparation experience, or equivalent demonstrated experience handling complex tax work.
• Enrolled Agent, CPA, CTEC, or similar tax credential.
• Strong experience preparing individual, business, and entity tax returns.
• Strong working knowledge of federal tax rules and California tax rules.
• Ability to research tax rules, interpret guidance, and determine appropriate action.
• Experience reviewing tax returns and providing feedback to preparers.
• Strong client communication skills, including the ability to speak with confused or dissatisfied clients professionally.
• Strong business acumen and ability to understand client circumstances beyond the tax return.
• Comfortable working in a paperless environment.
• Commitment to protecting client data and confidentiality.
• Typing speed of approximately 50-60 WPM.
• Proficiency with 10-key.
• Ability to respond to clients and team members within 24 hours.

Requirements

• Experience with UltraTax.
• Experience with TaxPlan IQ.
• Experience serving high-net-worth clients.
• Experience preparing tax plans and conducting tax planning meetings.
• Experience mentoring or training tax preparers.
• Experience handling multi-state tax research.
• Experience with IRS installment agreements or Offers in Compromise.
• Experience with stock options, installment sales, Form 3115, ownership changes, and entity dissolutions.

Benefits

• Salary: $80,000- $120,000/year (based on experience and performance)
• Bonuses: Performance-based incentives
• Medical, dental, vision, and life insurance
• Retirement: 401(k) with employer match
• PTO + paid holidays
• 40 hours/week with flexibility and core hours between 8 AM - 6 PM (your time zone)
• Minimal seasonal overtime during tax season
• 100% remote work from anywhere in the U.S.
• Career development and continuous learning
• A close-knit, supportive team
• Meaningful, client-focused work with real growth potential