Senior Tax Accountant

Overview

This role researches complicated tax issues, analyzes applicable tax laws, and documents conclusions. You will participate in team projects and provide direction to others to help achieve Tax Department goals.

Responsibilities

• Prepare and/or review local, state, and federal tax returns and quarterly tax provisions, as well as financial and management reports.
• Prepare and/or review amended tax returns and quarterly tax provisions, as well as investment taxation workpapers.
• Research complex tax law and accounting principles and draft technical memos or outlines.
• Identify problems and opportunities and develop alternative solutions.
• Implement project plans and lead small projects or parts of complex projects.
• Recognize unusual situations and review them with management.
• Coach, develop, and train staff; may direct the workflow of other staff professionals.
• Complete moderately difficult assignments with little supervision and review.

Requirements

• Bachelor’s degree in accounting or equivalent work experience.
• 5–8 years of professional experience in tax, accounting, or an equivalent area, with substantial experience in at least one tax specialty.
• Working knowledge of Microsoft Office (Word, Excel) and online research software (RIA, Westlaw), plus applicable tax and/or accounting software systems.
• Written and verbal communication skills.
• Analytical and problem-solving skills with strong attention to detail.
• Organizational skills to manage multiple assignments.

Preferred Qualifications

• Experience with GAAP Reporting.

Working Conditions

• Fast-paced, deadline-driven environment.
• Minimal to occasional travel may be required.

Compensation & Benefits

• Salary range (annual): $78,000 - $103,000
  • This range is a good faith estimate. Actual starting pay is determined by factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote), and operational needs.
  • Salary may vary above and below the stated amounts, as permitted by applicable law.
• Bonus: Typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance; eligibility is at the Company’s discretion.

Benefits Package (for eligible employees)

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
• Be Well Company holistic wellness program (Wellness Coaching and Reward Dollars)
• Parental Leave: fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

Notes / Disclaimer

• This job description is not a contract of employment and may be changed, added to, removed, or revoked at the Company’s discretion.
• Managers may assign other duties and responsibilities as needed.
• In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

Scams Disclaimer

Beware of fake job offers. Scammers may impersonate recruiters, particularly for remote positions. The employer will never request personal information such as ID or payment for equipment upfront, and official offers are sent via DocuSign following a verbal offer—not through text or email.