Tax Senior Accountant

Job Summary

As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships, oversees the work of internal staff, and works closely with internal leaders to ensure high-quality work is delivered to our clients.

• Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)
• Serve as the primary point of contact for assigned clients, addressing their tax‑related inquiries, providing recommendations, and fostering strong client relationships
• Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives

• Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes
• Collaborate with the internal team to provide expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions

• Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
• Prepare and deliver presentations to clients on tax‑related matters, providing insights into their financial situations and potential tax implications

• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
• Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements

• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
• Participate in internal training sessions to enhance technical skills and stay updated on industry trends

• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services

• May supervise subordinate team members
• Work is conducted in a professional office environment with minimal distractions
• Prolonged periods of sitting at a desk and performing work in front of a computer screen; must be able to lift up to 15 pounds at a time
• Travel may be frequent and unpredictable, depending on client’s needs

• Bachelor’s degree in accounting, finance, or a related field
• 3–6 years of relevant experience
• Proficiency with tax software such as CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research

• Experience in a professional services environment such as a CPA firm, financial consulting firm, or similar setting
• Actively working toward achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
• Responsible for completing the minimum CPE credit requirement

Other duties, responsibilities and activities may change at any time with or without notice.

Salary range for this position is $75,000 to $105,000.

• Positive work environment: collaborative and supportive work environment where teamwork is valued.
• Attractive compensation packages tailored to reflect the role, qualifications, and expertise of each individual.
• Comprehensive benefit package including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.