Senior Tax Accountant

Overview

This role involves preparing tax returns for high-income physician households, managing both business and personal returns within a team structure. The position requires handling a high volume of returns—between 150 and 250 annually—with a focus on accuracy and meeting strict deadlines. The role is demanding and fast-paced, suitable for individuals who thrive under pressure and are detail-oriented.

Responsibilities

• Prepare all tax returns in the assigned pod accurately and on time for review by a Tax Manager.
• Manage a queue of clients and deadlines independently.
• Develop expertise in tax planning areas such as S-corp optimization, depreciation and real estate strategy, multi-state nexus, and practice ownership.
• Collaborate closely with Tax Managers to learn and grow toward managing a pod.
• Maintain high standards of accuracy and organization to ensure clean files for review.

Requirements

• CPA or EA certification, or actively pursuing certification with a firm timeline for completion.
• Minimum of 3 years of tax preparation experience, ideally including both individual and business returns.
• Demonstrated ability to work accurately and efficiently under high volume.
• Strong organizational skills with the ability to manage multiple clients and deadlines without supervision.
• Motivated to learn tax planning and advance into a Tax Manager role through performance and execution.

Preferred Qualifications

• Experience working with high-income physician clients or similarly complex tax situations.
• Proven track record of managing a large book of complicated clients effectively.

Compensation & Benefits

Details on compensation and benefits are not provided in this description.

Location

Location details are not specified in this description.