Senior Audit & Tax Associate

Responsibilities

• Lead audit engagements from risk assessment and planning through fieldwork, completion, and reporting.
• Support the onboarding process for new audit clients, ensuring a smooth transition and clear setup of audit workflows and documentation.
• Review workpapers and audit documentation prepared by junior staff and provide technical guidance, feedback, and mentorship.
• Perform and evaluate substantive testing and analytical procedures to assess the accuracy and completeness of financial statements.
• Use Thomson Reuters Engagement to manage audit workpapers, reporting, and compliance-related tasks with accuracy and efficiency.
• Prepare and review audit schedules, management letters, reconciliations, and other audit documentation in line with professional standards.
• Analyze financial data to identify trends, anomalies, and areas of risk that require further audit attention.
• Prepare and review federal and state tax returns for individuals and businesses using UltraTax, including multi-state returns, particularly outside of peak audit season.
• Respond to client inquiries and notices from taxing authorities, and support IRS, state, and local examinations by gathering documentation and preparing responses.
• Support bookkeeping and financial reporting for clients using QuickBooks.
• Research complex auditing, accounting, and tax issues, and monitor regulatory changes to provide practical solutions and ensure compliance with applicable standards.
• Assist with U.S. federal and state compliance requirements related to client engagements, including year-end reporting and filing support.
• Work across audit, tax, and accounting engagements throughout the year. This is a hybrid role by design, with audit as the primary focus.
• Collaborate cross-functionally to support accounting, advisory, payroll, or operations teams during off-peak periods or as business needs arise.
• Identify opportunities to improve audit and tax workflows and contribute to special projects.

Qualifications

• Bachelor's degree in accounting, finance, economics, business, or a related field; a Master's degree is a plus.
• 5+ years of experience in auditing, accounting, and/or tax, including experience leading fieldwork and reviewing junior staff work.
• Comfortable working across audit, tax, and accounting engagements. Candidates seeking an audit-only career path are not likely to be a strong fit for this role.
• Strong knowledge of US GAAP and generally accepted auditing standards.
• Public accounting or external audit experience is required.
• CPA license is preferred; candidates actively pursuing their CPA license with a clear plan toward licensure are also encouraged to apply.
• Experience with both individual and business tax return preparation as well as full-cycle accounting is a big plus.
• Experience with Thomson Reuters Engagement, QuickBooks, and UltraTax is a strong plus.
• IFRS experience is a nice to have.
• Extensive knowledge of Microsoft Office applications, especially Excel.
• Ability to conduct sophisticated analysis of complex financial data and identify risk areas.
• Highly organized, with strong multi-tasking skills and the ability to prioritize in a fast-paced, ambiguous environment.
• Positive, team-oriented personality with the ability to mentor junior staff.
• Excellent cross-group collaboration skills.
• Attention to detail and ability to follow standard procedures.

Our Benefits

• Competitive salary based on experience plus performance-based bonus
• Medical, dental, and vision insurance
• Life insurance
• 401K plus company match
• Great international work environment
• Excellent ongoing training
• Paid vacation and holidays
• Growth opportunities