Partnership Taxation Senior Associate

Partnership Taxation Senior Associate Location: Tulsa, OK 74136Work Model: Hybrid (Minimum 3 days in office – effective March 2026)Position Type: Full-Time The Partnership Taxation Senior Associate will support tax compliance and consulting engagements for partnerships, S corporations, individuals, and trusts. This role involves working closely with the Partnership Business team to deliver high-quality tax solutions, identify tax-saving opportunities, and maintain strong client relationships across a diverse client base including high-net-worth individuals and private companies.

Key Responsibilities

• Support multiple client engagements including planning, execution, and completion of tax projects
• Prepare and review complex partnership, S corporation, individual, and trust tax returns
• Provide tax compliance and consulting services with a focus on accuracy and efficiency
• Research tax issues and collaborate with specialists to resolve complex matters
• Assist in proposal activities and manage engagements within budget
• Respond to IRS and other tax authority inquiries
• Maintain strong client communication and relationships
• Mentor and support junior staff on tax projects
• Utilize tax software to prepare and process returns

Must-Have Requirements

• Bachelor's degree in Accounting
• Minimum 2+ years of public accounting experience
• Strong experience in tax compliance (partnerships, S corps, individual, trust returns)
• Must meet 150-hour requirement for CPA eligibility
• Willingness to work hybrid (minimum 3 days onsite)

Required Skills

• Strong knowledge of US GAAP and tax compliance
• Experience with partnership, S corporation, individual, and trust taxation
• Excellent analytical, technical, and tax technology skills
• Ability to identify tax issues and collaborate with technical specialists
• Strong communication and client service skills
• Ability to manage multiple engagements and deadlines

Preferred / Nice-to-Have Skills

• CPA or CPA eligible (preferred)
• Experience working with high-net-worth individuals, family offices, and closely held businesses
• Proven ability in implementing tax strategies
• Public accounting experience with complex client structures

Core Competencies

• Analytical thinking and attention to detail
• Client relationship management
• Time management and multitasking
• Team collaboration and mentorship
• Problem-solving ability

Education

• Bachelor's Degree in Accounting (Required)
• Must meet 150-hour requirement for CPA exam

Recruiter Submission Template:Full Name:Degree Major with University and Completion Year: CPA Status (CPA / CPA Eligible – Details):150 Credit Hours Completed (Y/N):Total Years of Experience:Public Accounting Experience:Years of Partnership Tax Experience:Experience with Partnership / S Corp / Individual / Trust Returns (Details):Experience with High-Net-Worth / Family Office Clients (Details):Tax Compliance & Consulting Experience (Details):Career Stability (Last 5–10 Years Summary):Motivation / Reason for Relocation (if not local):Motivation / Reason for interest in this position:Contact Number:Email ID:LinkedIn Profile URL:Full Address (Street, City, State, Zip Code):Notice Period (in weeks):Current Work Authorization Status:Expected Salary:Are you able to relocate on your own expenses and work in Tulsa, OK 74136?