Senior Associate - Tax

It’s more than just numbers.   

Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!

Job Summary:

The Senior Associate in the Tax department is responsible for working with a team of dedicated professionals delivering excellent tax service to our clients.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Willingness to learn and be a team player.
• Assist tax manager with tax research and compliance functions.
• Assist with developing and implementing revenue generating concepts.
• Prepare and review tax returns (individual, corporate, partnership, etc.).
• Assures compliance with federal, state and local tax laws and regulations.
• Conduct research and planning according to applicable tax laws and regulations.
• Prepare sales tax audits, annual tax forms, projections and tax notices.
• Minimize tax liability through sound and informed application of laws and regulations.
• Maintain tax records, related schedules and related reports.
• Make photocopies; mail, scan, and email documents; and perform other clerical functions.
• Perform other related duties and projects as assigned.

Education and Experience:

Required:

• Bachelor’s degree in Accounting with at least 2 classes in taxation, or equivalent course work with a bachelor’s degree in another subject.
• Qualified to sit for the CPA exams.
• Two to three years of experience in tax preparation of individual, pass-through entity, and corporate returns.

Preferred:

• Competence with UltraTax, Go Systems, or other tax preparation software.
• CPA license.
• Master’s degree in Taxation.

Required Skills/Abilities:

• Emotional intelligence and empathy in dealing with colleagues and clients.
• Excellent organizational and time management skills.
• Excellent written and verbal communication skills.
• Humility in receiving instruction and correction.
• Ability to adhere to mandatory in office days as specified by the department partners.
• Paperless office experience preferred.
• Passion for learning.
• Proficient with Microsoft Office Suite or similar software.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at a time.
• Ability to perform well under the pressure and stress of deadlines.
• Minimal travel for tax trainings.

 

Benefits

LIFE:

• Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $76,000 - 96,000 for this role.
• Generous Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers.
• Comprehensive Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you.
• Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card.
• Employee Assistance Program: Confidential support for personal or work-related challenges.

FAMILY:

• Hybrid & Remote Flexibility: Work-life balance matters! Enjoy flexibility based on your role.
• Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage.
• Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance.
• Bereavement Paid Time Off: Time to grieve and heal without work worries.
• Sabbatical and Personal Leave Options: Recharge and refocus with time off for personal needs.

BUSINESS:

• Social Events: Networking and unwinding at virtual and in-office firm social events.
• Referral Bonuses: Earn rewards for growing our team and client base.
• Commuter Benefits: Funds for transit and parking to ease your daily commute.
• Professional Development: Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker.

DREAMS:

• Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future.
• Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses.
• Leadership Development and Mento