Senior Tax Accountant

The Tax Senior Accountant manages and organizes clients’ tax data to ensure the accurate and timely preparation of individual tax returns, as well as moderately complex corporation, partnership, S-Corp, and trust tax filings. Tax Seniors take an active role in all phases of engagement, from planning and preparation to final review and client consultation. This role involves preparing and reviewing tax returns, conducting research on complex tax issues, and identifying planning opportunities for a diverse client base.

Responsibilities

Acts as trusted advisor to clients by providing technical tax guidance, addressing inquiries, and identifying tax planning opportunities; Oversees preparation and review of business and personal tax returns ensuring accuracy and compliance; Strengthens client relationships through communication and tailored tax strategies; Manages budgets and deadlines for timely completion of client deliverables; Conducts tax research on complex issues and collaborates with internal departments; Leads, trains, and mentors staff on tax principles and firm procedures; Guides junior team members and reviews their work; Participates in engagement planning, identifying risks and tax-saving opportunities; Stays current with industry developments and tax laws; Fosters collaboration across departments to deliver comprehensive financial solutions

Requirements

Minimum of two years of experience in accounting or tax preparation; Must be a member in good standing with the American Institute of Certified Public Accountants; Minimum of 40 hours of continuing professional education required each year; Proficient in Microsoft Office with emphasis on Excel and QuickBooks; Proficient in tax and accounting software; Must be currently authorized to work in the United States on a full-time basis

Nice to have

Bachelor's degree in accounting or related field; Active CPA licensure; Supervisory experience

Benefits

20 days of PTO; 9 paid holidays; Firm paid medical plans; HSA and FSA options; Dental; Vision; Nice Healthcare; 401(k) with company safe harbor contribution; Identity Protection; CPA assistance and completion bonus; Access to Becker learning platform; Tuition reimbursement; Opportunities for in-office, hybrid, and remote work arrangements