Tax Senior Accountant

Overview

This role manages and organizes clients’ tax data to support the accurate and timely preparation of individual tax returns and moderately complex corporation, partnership, S-Corp, and trust tax filings. The Tax Senior actively participates in all phases of engagements, using technical expertise and critical thinking to deliver high-quality results.

Responsibilities

• Serve as a trusted advisor to clients by providing technical tax guidance, addressing inquiries, and proactively identifying opportunities for tax planning and optimization.
• Oversee the preparation and review of business and personal tax returns, ensuring accuracy, compliance with tax regulations, and adherence to firm and professional standards.
• Build and maintain client relationships through regular communication, understanding financial goals, and recommending tailored tax strategies.
• Monitor prescribed budgets and deadlines, proactively managing engagement timelines to ensure efficient and timely delivery of client work.
• Conduct tax research on complex issues, interpret regulatory updates, and collaborate with internal departments to provide informed recommendations.
• Lead, train, and mentor staff on tax principles, best practices, and firm procedures.
• Guide junior team members through the preparation of simple accounting and tax returns, review their work for accuracy, and provide constructive feedback.
• Participate in engagement planning by identifying potential risks, tax-saving opportunities, and process improvement areas.
• Stay current with industry developments, emerging tax laws, and accounting trends, applying new knowledge to improve client service and firm capabilities.
• Collaborate across departments (including audit, advisory, and others) to deliver comprehensive financial solutions to clients.

Requirements

• Bachelor’s degree in accounting or related field preferred.
• Minimum of two (2) years of experience in accounting or tax preparation.
• Active CPA licensure preferred.
• Proficient in Microsoft Office, with an emphasis on Excel and QuickBooks; tax and accounting software.
• Applicants must be currently authorized to work in the United States on a full-time basis.

Compensation & Benefits

• 20 days of PTO plus 9 paid holidays.
• Firm-paid medical plans*; HSA and FSA options; Dental and Vision.
• 401(k) with a company safe harbor contribution.
• Access to HSA/FSA options (as applicable), plus other employer-provided offerings including Identity Protection.
• CPA assistance and completion bonus.
• Access to Becker learning platform and tuition reimbursement.

*For applicable individuals only medical plans.

Location

Depending on the role and location, in-office, hybrid, and remote work arrangements may be available.