Senior Tax CPA​/Tax Senior

We are a well-established CPA firm seeking an experienced CPA with 5+ years of public accounting experience to join our team. This is an excellent opportunity for a tax professional who enjoys complex tax work and proactive planning but also values the benefits of a smaller, close-knit firm environment
.

We offer reasonable hours outside of tax season, a strong work-life balance, low employee turnover, and a team of long-term professionals who enjoy working together
. We value our employees and have worked hard to create a stable, supportive environment where experienced professionals can build long-term careers.

Our client base includes medical practices and other professional service businesses, real estate professionals and investors, business owners, and high-income individuals
. The ideal candidate will be comfortable handling complex tax matters, providing year-round tax planning, and developing long-term client relationships.

• Prepare federal and state tax returns, including Forms 1040, 1041, 1065, 1120, 1120-S, 709 & FinCEN Form 114
• Perform comprehensive individual and business tax planning and projections
• Identify proactive tax-saving strategies for business owners and high-income individuals
• Provide year-round tax and accounting guidance to clients
• Work extensively with clients in the medical, real estate, and professional services industries
• Review client accounting records and financial information for accuracy and tax compliance
• Communicate with the IRS and state taxing authorities as needed, including responding to notices, handling correspondence, and assisting with the resolution of tax matters
• Work directly with clients to resolve tax and accounting issues and assist with tax-related decisions
• Independently manage multiple client engagements and deadlines
• Participate in year-end planning and other tax-related projects

• Active CPA license
• 5+ years of public accounting experience
• Strong experience preparing Forms 1040, 1041, 1065, 1120, 1120-S, 709 & FinCEN Form 114
• Significant experience with individual and business tax planning
• Tax and accounting experience with medical practices, real estate, and professional service clients
• Strong Quick Books and Quick Books Online experience
• Experience with Thomson Reuters Ultra Tax CS, Planner CS/Tax Planner, and Fixed Assets CS
• Strong knowledge of federal and state taxation
• Ability to independently manage client relationships, projects, and deadlines
• Strong analytical, organizational, and problem-solving skills
• Excellent written and verbal communication skills