Senior Tax Associate
Firm Type: Mid-Sized, Privately-Owned CPA and Advisory Firm
Employment Type: Full-Time Why Join Haefele Flanagan? We’re not your typical accounting firm. We’re a privately owned, mid-sized CPA and Advisory firm that values innovation, individuality, career growth, and work-life balance . At Haefele Flanagan we combine quest for excellence with people-first culture. As a Senior Tax Associate you’ll build relationships, solve complex challenges, and use latest technology to impact your client’s success. What You’ll Do
- Prepare and review corporate, individual, partnership, and other tax returns using the latest technology and support from experienced managers.
- Lead engagements and manage workflows —own your projects from start to finish.
- Be the go-to advisor for clients, building trust and delivering proactive solutions.
- Mentor and train junior team members while sharpening your own leadership skills.
- Spot opportunities to improve client processes and add value beyond the numbers.
- Network and represent the firm at community events—grow your professional brand.
- Bachelor’s degree in Accounting or Finance
- CPA license or actively pursuing it
- 3–5 years of public accounting experience focused on tax
- Strong communication skills —you’re confident with clients and collaborative with teams
- Organized, proactive, and ready to manage multiple priorities
- Open-minded and willing to learn
- Tech-savvy with tax software. AI a plus!
- We run on EOS®—a system that keeps us aligned, accountable, and focused on what truly matters
- Mentorship & coaching from experienced leaders
- Leadership development programs
- Regular feedback and goal setting
- Competitive salary + performance bonuses
- Health, dental, and vision coverage
- 401(k) with 50% match up to 10% (eligible Day 1!)
- Tuition & CPA exam support
- Monthly cell phone stipend
- Generous PTO + Summer Fridays off
- Casual dress code & relaxed atmosphere
- Wellness programs, volunteer opportunities, and team bonding events
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