Tax Senior

Overview

This role is for a Tax Senior at a professional advisory firm working with individuals and closely held businesses. The position involves preparing and reviewing complex individual tax returns and coordinating directly with client support staff.

Responsibilities

• Prepare or review individual tax returns depending on client complexity
• Review tax information provided by the client and obtain open items as needed
• Assist with ongoing tax planning and tax projections in accordance with firm and professional standards, as directed by engagement leaders
• Communicate efficiently and effectively with the team on client issues that arise
• Ensure deliverable deadlines are met
• Research tax law updates
• Research tax issues, provide recommendations to the team, and ensure compliance with regulations

Requirements

• 3+ years with a public accounting firm preparing and reviewing individual and business income tax returns
• Bachelor’s degree in accounting, finance, or related field
• Strong attention to detail
• Integrity within a professional environment

Preferred Qualifications

• Experience with CCH Axcess tax, CCH Pfx Engagement, and QuickBooks
• Active CPA or EA

Compensation & Benefits

Benefits package includes:

• Unlimited PTO
• Health, Vision, Dental, and voluntary insurance options
• 401(K) and match
• Performance Bonus
• Annual Community Day
• Holiday donation drives and charity initiatives
• Monthly casual gatherings, annual summer get-together, and annual holiday party locally
• Annual firmwide alignment
• Commitment to professional development
• Equity Program eligibility at Sr. Manager Level, + top performing Managers

Location

A flexible work structure supports both teamwork and independence, promoting personal well-being.