Tax Senior

Overview

This full-time Tax Senior role (40+ hours per week) is client-facing and focused on accuracy, communication, and ownership. You will lead client communication and perform final reviews of tax returns, ensuring filings are compliant, accurate, and clearly explained to clients.

Responsibilities

Tax Review & Compliance

• Perform final reviews of tax returns for accuracy, completeness, and compliance
• Proactively identify and resolve issues
• Ensure all filings meet current U.S. tax regulations

Client Relationships & Ongoing Planning

• Serve as a primary point of contact for clients
• Explain tax positions and filings clearly and confidently
• Respond to client questions professionally and with care

Team Collaboration

• Work closely with tax preparers to ensure quality and timeliness
• Provide feedback to maintain high standards across deliverables

Quality & Documentation

• Maintain accurate records of client interactions and decisions
• Ensure work aligns with firm processes and standards

Requirements

• CPA, EA, or relevant certification (preferred)
• Experience in income tax processing (preferred)
• 4+ years of U.S. tax preparation and review experience
• Strong knowledge of U.S. tax laws and regulations
• Experience with tax software and accounting systems
• Excellent communication and client management skills
• High attention to detail and strong organizational ability
• Ability to manage multiple deadlines in a fast-paced environment
• Proactive, client-focused mindset

Compensation & Benefits

• $70,000–$110,000 based on experience (bonus eligible)
• Health benefits
• 401(k)
• Paid time off and holidays

Location

Remote in TX, TN, or FL