A Tax Specialist is responsible for documenting all stages of the accounting cycle in order to prepare Federal, State and local tax returns. Will review data prior to preparing the returns, prepare and file returns and will also provide background documentation in case of an audit.
Position Summary The Tax Senior Associate is a full-time role based in Albuquerque, NM. This position is ideal for professionals seeking to deepen their expertise in federal taxation while serving a diverse portfolio of small-business and middle-market clients across New Mexico.
You will work directly with business owners, provide proactive tax planning, manage complex federal filings, and support the firm's commitment to high-quality, relationship-focused client service.
Responsibilies:
You want to build expertise in specific industries common to New Mexico's business landscape (construction, real estate, professional services, hospitality, medical practices, and more). You see yourself as a trusted advisor who enjoys working directly with clients to solve complex tax and business challenges. You value autonomy, flexibility, and a supportive environment where leadership is accessible and invested in your development. You want to grow professionally through hands-on mentoring, structured development programs, and opportunities to expand your technical tax skills. You appreciate a firm culture that encourages balance, collaboration, and genuine relationships with teammates and clients.
Key Responsibilities:
Serve as a trusted member of the engagement team, delivering federal tax compliance and consulting services to industry-specific clients. Prepare and review federal tax returns for S-corporations, partnerships, individuals, and C-corporations ranging from small businesses to multi-entity groups. Conduct tax research on a variety of issues and assist in drafting responses to IRS and state tax authority inquiries. Support special projects involving accounting methods, ASC 740, entity structuring, and other advanced tax topics. Develop recommendations and tax-planning strategies for clients and collaborate with firm leadership to implement solutions. Coordinate with specialty areas such as state and local tax, high-net-worth planning, credits and incentives, and business advisory services. Participate in ongoing learning, mentoring, and professional development programs. Build strong internal and external relationships through networking, client interaction, and community involvement. Support junior team members through coaching aligned with the firm's Care and Teach philosophy. Engage in team activities and firm events that promote a healthy work-life balance. Minimum Qualifications 2+ years of relevant tax experience 4-year degree; CPA-eligible Preferred Qualifications Bachelor's degree in accounting, law, or related business field with sufficient coursework to sit for the CPA CPA preferred 2+ years of federal tax compliance and consulting experience in a public accounting environment Strong communication, time-management, interpersonal, and problem-solving skills Demonstrated leadership, project management, and analytical abilities Proficiency with Microsoft Suite and tax preparation software Eligibility to work in the U.S. without sponsorship preferred
