Tax Senior, Remote

Overview

A Tax Senior role is available as a remote direct hire opportunity.

This position combines tax technical expertise with client relationship management and proactive tax planning within a collaborative, advisory-focused public accounting and financial advisory environment.

Responsibilities

• Review individual and business tax returns prepared by other members of the tax team
• Prepare more complex returns as needed, including 1040, 1120S, 1065, and C Corporation returns
• Evaluate returns beyond technical accuracy by identifying inconsistencies, planning opportunities, and issues based on the client’s situation
• Participate in, and ultimately lead, quarterly and semiannual client meetings
• Discuss tax returns, projections, planning strategies, and financial questions directly with business owners and other senior client contacts
• Build and maintain comprehensive knowledge of assigned clients, including their businesses, tax position, bookkeeping status, previous planning discussions, and broader financial relationships
• Prepare agendas and identify key issues or opportunities ahead of client meetings
• Present tax strategies and recommendations clearly and in an approachable manner
• Review work performed by Tax Associates and junior team members
• Provide technical feedback, coaching, and support to developing tax professionals
• Research federal and state tax matters and independently work through potential solutions
• Assist clients with tax notices and taxing authority matters as needed
• Collaborate with leadership and other team members on complex client situations and planning opportunities
• Maintain current knowledge of changes in federal and state tax regulations

Requirements

• Bachelor’s or Master’s degree in Accounting
• CPA license required
• 3 or more years of public accounting tax experience
• Experience completing multiple tax seasons
• Strong experience preparing individual and business tax returns from beginning to end
• Experience with 1040, 1120S, 1065, C Corporation, and complex business returns
• Strong client-facing communication experience
• Comfortable speaking with business owners, CFOs, executives, and other senior stakeholders
• Ability to explain complex tax concepts in a clear and approachable manner
• Ability to understand what a tax return is communicating rather than focusing solely on data entry and accuracy
• Strong initiative and ability to independently research questions and move work forward
• Ability to manage multiple priorities and client relationships successfully in a remote environment
• Collaborative, team-oriented approach
• Interest in developing deeper tax planning and advisory expertise

Preferred Qualifications

• Tax return review experience strongly preferred
• UltraTax and CS Planner experience highly preferred but not required

Compensation & Benefits

• Remote work environment
• Discretionary quarterly bonus opportunity following eligibility requirements
• 100% employer-paid medical insurance premiums for employee, spouse, and dependents under the company-sponsored plan
• Voluntary dental and vision coverage
• 401(k) with traditional and Roth options
• 4% employer match
• Profit sharing
• Two weeks PTO
• 72 hours of annual sick leave
• Paid holidays
• Paid birthday off
• Four additional summer flex days
• Additional PTO based on tenure
• Tax season comp time
• Paid continuing education
• Company-provided technology and equipment

Work Schedule

• Approximately 40-hour workweeks outside of busy season
• Busy season generally averages approximately 50 to 55 hours per week rather than the significantly longer hours common within traditional public accounting firms

Location

Remote