Senior Tax Accountant

Overview

This role involves full-time Senior Tax Accountant responsibilities, including preparation and review of federal and state tax returns for individuals and businesses. You will own assigned client relationships throughout the tax preparation process while maintaining strong quality-control standards. Work includes both basic and complex returns, review of other accountants’ work, resolution of technical tax and filing issues, and ensuring returns are accurate, properly documented, and ready to file.

• Employment type: Full-time
• Work model: Fully remote
• Language requirement: Must be ENGLISH-SPEAKING
• Hours: 9am–5pm EST, Monday–Friday

Responsibilities

• Prepare basic and complex federal and state tax returns for individuals and business entities, including partnerships and S corporations.
• Prepare returns involving K-1s, pass-through entities, and clients with multiple entity structures.
• Review tax returns prepared by other accountants for accuracy, completeness, and compliance with applicable tax laws.
• Submit self-prepared returns for peer review in accordance with the quality-control process.
• Document review notes and confirm required corrections are completed before approving returns for release.
• Ensure completed returns are technically accurate and approved before they are sent to clients.
• Review ProConnect diagnostics and troubleshoot technical preparation and electronic-filing issues.
• Review rejected federal and state returns, correct filing errors, and ensure returns are successfully accepted.
• Confirm required federal and state filings have been accepted and that no technical issues remain outstanding.
• Communicate directly with assigned clients regarding missing information, tax questions, deadlines, balances due, refunds, and return status.
• Explain tax calculations, estimated payments, notices, penalties, and other technical tax matters when needed.
• Own client outreach and follow-up throughout the tax preparation process.
• Ensure the tax team has all documents and information required to complete assigned returns.
• Manage or assist with the tax inbox, including client questions about filing status and correspondence from the IRS or state taxing authorities.
• Review tax notices, determine the appropriate response, and coordinate next steps with clients and firm leadership.
• Coordinate the preparation and mailing of elections, responses, returns, and other documents that cannot be filed electronically.
• Assist with bookkeeping, account cleanup, and reconciliation work as needed.
• Provide technical training and support to team members using ProConnect and other tax-related systems.
• Provide input on pricing for complex returns, unusual entity structures, bookkeeping cleanup, and engagements outside standard pricing guidelines.
• Attend biweekly team meetings and support additional tax, accounting, and firmwide projects as needed.

Requirements

• 3+ years of professional experience as an accountant, with hands-on experience preparing individual and business tax returns.
• Prior experience preparing and reviewing both individual and business tax returns.
• Strong working knowledge of federal and state taxation.
• Experience preparing partnership and S corporation returns and working with K-1s and pass-through entities.
• Experience with ProConnect, Canopy, DocuSign, and QuickBooks.
• Strong tax research, analytical, and problem-solving skills.
• Excellent attention to detail, with a strong commitment to accuracy and quality control.
• Strong written and verbal communication skills, with experience communicating directly with clients.
• Comfortable working through complex tax issues and explaining them clearly to clients and internal team members.
• Ability to manage assigned clients and meet filing deadlines throughout tax season.
• Must own and be able to use a working computer with high-speed internet.
• Must be ENGLISH-SPEAKING.

Preferred Qualifications

• CPA, EA, or another relevant tax credential.
• Experience providing technical training or reviewing the work of other tax professionals.
• Experience with complex or multi-entity client structures.
• Experience with bookkeeping cleanup and reconciliation work.

Compensation & Benefits

• Salary: $2,800/mo

Location

• Fully remote
• Must be ENGLISH-SPEAKING