Tax Senior Staff

Job Summary

As a Tax Senior Staff Accountant, you will prepare 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. You will work with the Tax Senior Accountant to assist internal leaders ensure high‑quality work is delivered to our clients, while developing supervisory skills necessary to prepare for the Senior level.

• Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.
• Organize and review client‑provided financial information, ensuring accuracy and completeness.
• Use tax software and tools to input data, calculate tax liabilities, deductions, and credits.
• Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines.
• Analyze financial statements, records, and documentation to identify tax‑saving opportunities and compliance issues.
• Assist in preparing tax projections and estimates to guide clients in making informed financial decisions.
• Communicate with clients to gather necessary information and address inquiries related to tax matters.
• Assist in explaining complex tax concepts and implications to clients in a clear and understandable manner.
• Collaborate with internal staff to provide timely updates and recommendations to clients on their tax situations.
• Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely.
• Maintain organized and comprehensive tax files and documentation for each client engagement.
• Assist in tracking changes in tax laws and regulations and their potential impact on clients.
• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices.
• Support senior team members in complex tax projects, including audits and specialized tax services.
• Participate in internal training sessions to enhance technical skills and stay updated on industry trends.

• Bachelor’s degree in accounting, finance, or a related field.
• 2–3 years of relevant experience.

• CCH Prosystem FX
• Axcess Tax
• Axcess Document
• Axcess Workstream
• Thomson Reuters Fixed Assets CS
• Checkpoint for Tax Research

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

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

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

Physical demands: prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time; must be able to lift up to 15 pounds at a time. Travel required – may be frequent and unpredictable, depending on client’s needs.