Tax Senior Accountant, Business Tax Services

Overview

This role supports operating businesses owned by private equity firms or closely held owners. The position focuses on managing C-Corps, S-Corps, and Partnerships with precision and compliance, including preparation, review, and filing of federal, state, and local tax returns. You will provide strategic tax services and client-ready guidance on complex tax matters.

Responsibilities

Tax strategy & compliance

• Prepare, review, and file federal, state, and local tax returns for closely held businesses and/or private equity portfolio companies (C-Corps, S-Corps, and Partnerships).
• Conduct technical research and provide guidance on complex tax matters affecting client operations and investments.
• Identify opportunities for tax efficiencies, process improvements, and risk mitigation.
• Stay current on evolving tax regulations and industry best practices to ensure accurate, compliant, and strategic advice.

Client experience

• Serve as a trusted advisor, delivering proactive solutions and strategic insights that support business goals.
• Communicate complex tax matters clearly and confidently to clients, translating technical information into actionable guidance.
• Build strong relationships with clients and internal stakeholders to foster trust, collaboration, and long-term partnerships.
• Manage timelines, deliverables, and client expectations to ensure high-quality service.

Team leadership

• Coach, mentor, and develop staff to enhance technical skills, client service capabilities, and career growth.
• Oversee workflow, staffing, and engagement planning to support timely and accurate delivery.
• Contribute to the team’s professional growth by sharing knowledge, providing feedback, and modeling excellence.
• Promote collaboration, accountability, and professionalism in a fast-paced, client-facing environment.

Requirements

• Bachelor’s degree in Accounting or a related field.
• Experience preparing and reviewing federal, state, and local tax returns for closely held businesses and/or private equity portfolio companies.
• Strong understanding of business tax structures, including C-Corps, S-Corps, and Partnerships.
• Proficiency in Microsoft Excel and tax software, with comfort adopting new technology tools.

Preferred Qualifications

• CPA license, or progress toward one (strongly preferred).
• Experience with personal tax compliance (1040s).
• Exposure to multi-state tax planning and compliance.
• Experience mentoring or leading staff.

Compensation & Benefits

• Estimated base range: $70,000–125,000.*
• Base compensation is determined based on factors including relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.
• A comprehensive and competitive Total Rewards package, which may include:
  • Time off outside of standard PTO to recharge and give back to the community
  • Annual discretionary merit increases and bonuses
  • Talent development resources for growth opportunities

Location

Not specified in the provided description.

Equal Opportunity

The employer is an equal opportunity employer and values diversity of thought and background to build an inclusive and energized culture.