Senior Tax Associate

Senior Tax Associate at Trident CPA Services, LLC Senior Tax Associate at Trident CPA Services, LLC in Overland Park, Kansas Posted in 5 minutes ago.

Type:

full-time

Job Description:

Senior Tax Advisor (Manager Track) - Advisory-Focused, Client-Facing Remote (U.S. based) | Trident CPA Services About Us We're not a traditional tax firm. Tax returns are part of what we do-but they are not the product. Our focus is year-round planning, advisory, and long-term client relationships. We intentionally complete the bulk of compliance work by April 15 so we can spend the rest of the year on higher-value work: projections, strategy, and client decision-making. The result is a more consistent workload for us and more consistent results for our clients. The Opportunity We're hiring a Senior Tax Advisor with a clear path to Tax Manager . This role is for someone who wants to move beyond compliance into a more strategic, client-facing position. If you prefer staying behind the scenes preparing returns with limited interaction, this will not be a fit. This role is ideal for someone who: Enjoys client interaction and real conversations (not scripted calls) Can think in real time and communicate clearly Takes ownership and executes without constant direction Works well in a collaborative, accountable environment Key Responsibilities Lead client meetings on Zoom-no scripts, real conversations Provide real-time tax guidance for individuals and S-Corps Prepare tax returns, primarily 1040, 1120-S, and 1065 (strong technical skills required) Build and discuss tax projections and planning strategies Connect accounting, tax, and client decisions into clear recommendations Operate independently while staying aligned with the team Qualifications CPA preferred 4+ years of public accounting experience Strong experience with individual and S-Corporation taxation Ability to clearly explain tax concepts, both verbally and in writing Strong follow-through and responsiveness Work Expectations Full-time, real-time availability during U.S. business hours is required This is a client-facing role, not task-based work Ability to work in a focused environment without competing professional or personal commitments during those hours Travel is limited but required (team retreat + Kansas City team meeting), with optional additional opportunities

Compensation & Benefits Salary:

$95,000 - $125,000 (based on experience and communication ability) 401(k) with 3% firm contribution (no employee contribution required) $300/month home office stipend Unlimited PTO Flexible scheduling within business hours Additional compensation flexibility for health coverage Paid CPE and CPA dues Application Requirement Please provide a link to a 2-3 minute video (Loom or similar) explaining how you would approach building a tax projection for an S-Corporation client using mid-year financials. Interview Process Our process includes an initial phone interview, a Zoom interview, and a final in-person meeting. Final interviews may take place at your location or ours, depending on logistics.