Senior Tax Accountant

Senior Tax Accountant witha growing financial services firm.

Reporting to the Finance Manager, you will be a key partner in providing strategic tax planning and consulting services to a diverse client base, supporting both their immediate and long-term financial goals.

Responsibilities

• Prepare and review complex tax returns: Manage federal, state, and local tax filings for individuals, businesses, and trusts, ensuring accuracy and compliance.
• Conduct tax research: Interpret evolving tax laws to provide clients with compliant and optimized tax strategies.
• Advise on tax planning and consulting: Offer strategic guidance on business transactions, restructuring, and other tax implications to maximize client benefits.
• Analyze financial data: Generate tax projections to aid clients in making informed financial decisions.
• Manage client relationships: Serve as the primary point of contact for tax-related inquiries and provide exceptional client service.
• Maintain compliance: Stay updated on multi-state tax codes and ensure all filings adhere to the latest regulations.
• Utilize tax software: Proficiently use tax preparation and financial analysis tools, with experience with popular tax software preferred.
• Ensure accuracy and organization: Handle multiple priorities effectively with keen attention to detail and problem-solving skills.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA license or Enrolled Agent designation required.
• At least 5 years of relevant tax and accounting experience.
• Proven ability to independently complete complex tax returns.
• Strong knowledge of federal and multi-state tax codes and compliance standards.
• Proficiency with tax preparation software and financial analysis tools.
• Excellent communication skills, both written and verbal.
• Exceptional organizational and problem-solving abilities.
• Ability to work in a hybrid environment with a flexible schedule.