Senior Tax Accountant

The Senior Accountant in Traditional Tax is responsible for managing complex tax engagements for high-wealth business owners across a variety of industries. This role oversees the preparation and review of federal, state, and local tax returns, ensures compliance with regulations, and provides strategic tax planning support. This position participates directly in client meetings to present and deliver completed returns. This role strengthens client relationships, ensures high-quality deliverables, and contributes to the overall success of the Traditional Tax department.

Responsibilities

Prepare and review complex individual, corporate, partnership, and trust tax returns; Manage tax engagements from planning through completion; Supervise, mentor, and review the work of Staff Accountants and Interns; Develop and implement tax planning strategies for high-wealth business owners and their entities; Conduct tax research and provide technical guidance to clients and team members; Regularly communicate with clients to gather information, review tax strategies, and deliver final returns; Assist Managers and Partners in presenting tax solutions and advising clients on financial matters; Ensure all tax filings are completed accurately and submitted by required deadlines; Identify opportunities for process improvements within the Traditional Tax department; Collaborate with audit and accounting services teams to provide integrated client support

Requirements

Bachelor's degree in Accounting; Minimum of five years of public accounting tax experience; At least one year in a supervisory role; Strong knowledge of tax law and compliance standards; Proficiency in Microsoft Office; Must pass a CJIS background check

Nice to have

Master's degree; CPA certification; UltraTax; QuickBooks; QuickBooks Online; AdvanceFlow

Benefits

Health, Dental, and Vision Insurance; Company-Paid Life and Long-Term Disability Insurance; Ancillary Benefits such as supplemental life insurance and short-term disability options; Classic Safe Harbor 401(k) Plan with employer contributions; Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning