Tax Senior Accountant

Overview

This role supports a Twin Cities accounting firm with tax services, audit, business advisory, and outsourced accounting across multiple office locations. The Tax Senior Accountant manages and organizes clients’ tax data to ensure accurate, timely preparation of individual tax returns and moderately complex business tax filings.

Responsibilities

• Serve as a trusted advisor to clients by providing technical tax guidance, answering inquiries, and proactively identifying opportunities for tax planning and optimization.
• Oversee preparation and review of business and personal tax returns to ensure accuracy, compliance with tax regulations, and adherence to firm and professional standards.
• Build and strengthen client relationships through regular communication, understanding clients’ financial goals, and offering tailored tax strategies.
• Manage budgets and deadlines by proactively tracking engagement timelines to support efficient, timely delivery of client work.
• Conduct tax research on complex issues by interpreting regulatory updates and collaborating with internal teams to provide informed recommendations.
• Lead, train, and mentor staff on tax principles, best practices, and firm procedures.
• Guide junior team members through preparation of simple accounting and tax returns; review 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 to enhance client service and firm capabilities.
• Collaborate across departments (including audit and advisory teams) to deliver comprehensive financial solutions.

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.
• Minimum of 40 hours of continuing professional education required each year.
• Proficient in Microsoft Office, with an emphasis on Excel and QuickBooks; tax and accounting software experience.
• 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.
• Medical plans (firm paid)*; HSA and FSA options; Dental and Vision.
• 401(k) with a company safe harbor contribution.
• Access to Identity Protection and other benefits.
• CPA assistance and completion bonus.
• Access to Becker learning platform.
• Tuition reimbursement.
• Flexibility for in-office, hybrid, and remote work arrangements depending on role and location.

*For applicable individual only medical plans.

Location

Multiple offices across the Twin Cities area.