Job Description

• This is a great role for a Tax Accountant / Tax Analyst who would like to stay in the Tax world, but get OUT of public accounting and have a role that isn't tax preparation focused.
• Great benefits, flexibility, room for growth, stable company and industry leader. Reports to a Senior Director.
• This is an onsite position, and this person should live in a reasonable distance to Fairfield CT - the office is conveniently located less than a mile off of I-95, and 10 minutes off the Merritt Parkway.

As a Senior Associate, you will be responsible for managing IRS correspondence related to client tax filings, payments, credits, and refunds. You’ll also support K-1 data processing, assist with tax return preparation, and contribute to ad hoc tax projects.

We’re looking for a detail-oriented, analytical professional who thrives both independently and in team settings. The ideal candidate is proactive, adaptable, and able to manage multiple priorities in a fast-paced, deadline-driven environment.

Key Responsibilities

IRS Correspondence

• Review, research, and resolve IRS notices, primarily related to Forms 990-PF and 990-T, including extensions and payments.
• Reconcile refund checks, credit adjustments, and discrepancies.
• Coordinate processing of physical IRS mail and manage workflows via project management tools.
• Collaborate with internal teams (Tax, Finance, and Client Services) to resolve client tax issues.

K-1 Processing

• Manage intake and review of K-1s for accuracy and completeness.
• Reconcile discrepancies between K-1s and internal records.
• Request and process additional documentation as needed for tax preparation.

Tax Return Preparation (10%)

• Prepare basic private foundation tax returns and related schedules.
• Support other tax-related projects as assigned.

Desired Knowledge, Skills & Abilities:

• 2+ years of accounting experience required
• Bachelor's degree or relative work experience preferred
• Experience working with IRS on resolution of correspondence and other tax matters
• Knowledge of K-1s
• Strong analytical and problem-solving skills

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