Senior Tax Accountant- Complex Business Returns

Overview

This role involves preparing complex federal, state, and local tax returns for both business entities and individuals. The Senior Tax Accountant will independently resolve complicated tax issues, manage client engagements, and maintain high accuracy and productivity in a fast-paced environment.

The position requires completing 15–20 complex tax returns per week. Assignments will be evaluated based on return complexity, completeness of client documentation, and review responsibilities.

Responsibilities

• Prepare complex returns, including supporting schedules and workpapers:
  • Partnerships (Form 1065)
  • S corporations (Form 1120-S)
  • C corporations (Form 1120)
  • Individuals (Form 1040)
• Handle complicated client returns involving multiple entities, multistate operations, high-net-worth individuals, rental real estate, ownership changes, and business transactions.
• Review financial statements, trial balances, and general ledger activity; identify discrepancies and prepare adjusting entries and book-to-tax reconciliations.
• Calculate and maintain depreciation schedules, shareholder and partner basis, capital accounts, loss limitations, and tax carryforwards.
• Prepare estimated tax calculations, extensions, amended returns, and tax projections as assigned.
• Produce organized, review-ready returns and workpapers; resolve review comments promptly and accurately.
• Research complex tax issues; document conclusions and escalate significant risks or uncertain positions to the Tax Manager.
• Manage engagements from document collection through filing, proactively addressing missing information and communicating potential delays.
• Maintain accurate workflow records and meet production targets, internal deadlines, and filing deadlines.
• Communicate clearly with clients regarding documentation, tax implications, payment obligations, and filing status.
• Identify tax planning opportunities and coordinate recommendations with the Tax Manager and advisory team.
• Prepare responses to federal and state tax notices and assist with audit support.
• Mentor team members and contribute to technical training, knowledge base efforts, and process improvements.
• Stay current on tax law changes and maintain client confidentiality and secure handling of financial information.
• Provide direct client interaction with strong verbal and written communication skills, including the ability to explain complex tax matters clearly and professionally.

Requirements

• 3–6 years of progressively responsible tax preparation experience, including substantial hands-on experience with complex business and individual returns.
• Advanced technical proficiency in partnership, S corporation, C corporation, and individual taxation.
• Demonstrated ability to independently prepare complicated client returns with limited supervision and minimal substantive corrections.
• Strong working knowledge of multistate taxation, pass-through entities, basis calculations, capital accounts, depreciation, passive activity rules, and book-to-tax adjustments.
• Ability to interpret financial statements, reconcile accounts, and identify accounting issues affecting tax preparation.
• Proven ability to manage a high-volume workload, adapt to changing priorities, and meet deadlines while maintaining quality.
• Bachelor’s degree in Accounting, Finance, Taxation, or a related field.
• Active pursuit of a CPA license or Enrolled Agent (EA) credential; completed credential preferred.
• Proficiency with professional tax preparation software, Microsoft Excel, Google Workspace, and workflow or CRM systems.
• Strong analytical, tax research, organizational, and client communication skills.
• Ability to work independently and collaborate effectively with a remote team.
• Active CPA license or EA credential.
• Master’s degree in Taxation.
• Public accounting experience serving closely held businesses and high-net-worth individuals.

Preferred Qualifications

• Experience using UltraTax, Canopy, and Sureprep.
• Experience mentoring junior tax professionals and improving preparation workflows.

Compensation & Benefits

• Compensation: $80,000 - $120,000 / year
• Remote work
• Medical, dental, vision, life, and voluntary life insurance
• 401(k) with company match
• Paid vacation and sick days
• Paid holidays
• Continuing education
• Teambuilding events

Location

• Remote

Application Deadline

• 30 November 2026